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LOGIX Scharf Institutional

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Fund LOGIX Scharf Institutional PREIX T. Rowe Price Equity Index 500 USSPX USAA S&P 500 Index Member  
100% 85% 85%
Annual Fees
(1.10% Exp. Ratio)
(0.25% Exp. Ratio)
(0.26% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$38,093.41 $49,243.42 $49,095.54
Est. savings over 30 yrs +$11,150.01 +$11,002.13
As of 9/30/16
1 YR RETURN 9.52%
3 YR 10.24%
5 YR --
10 YR --
1 YR RETURN 15.14%
3 YR 10.87%
5 YR 16.07%
10 YR 6.98%
1 YR RETURN 15.16%
3 YR 10.87%
5 YR 16.08%
10 YR 6.99%
The investment seeks long-term capital appreciation. Under normal market conditions, the fund primarily invests in equity securities that the Adviser believes have significantly more appreciation potential than downside risk over the long term. Equity securities in which the fund may invest include, but are not limited to, common and preferred stock of companies of all market capitalizations, rights and warrants. It may invest up to 50% of its total assets in securities of foreign issuers, including up to 25% of its total assets in issuers in emerging markets.
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization U.S. stocks. The advisor attempts to match the investment return of large-capitalization U.S. stocks by seeking to match the performance of its benchmark index, the S&P 500. Under normal conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in stocks that are held in its benchmark index. T. Rowe Price compares the composition of the fund to that of the index.
The investment seeks to match, before fees and expenses, the performance of the stocks composing the S&P 500 Index. The fund's principal investment strategy is, under normal market conditions, to invest at least 80% of the fund's assets in the common stocks of companies composing the S&P 500 Index. In seeking to track the performance of the S&P 500 Index, the fund's subadviser, Northern Trust Investments, Inc. (NTI), attempts to allocate the fund's investments among stocks in approximately the same weightings as the S&P 500 Index, beginning with the stocks that make up the larger portion of the index's value.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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