Investment Test Drive

PCODX Pioneer C

15 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund PCODX Pioneer C VOO Vanguard 500 ETF VFIAX Vanguard 500 Index Admiral  
Similarity
?
100% 97% 97%
Annual Fees
?
$186.08
(1.76% Exp. Ratio)
$5.29
(0.05% Exp. Ratio)
$5.29
(0.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$31,207.92 $52,371.88 $52,371.88
Est. savings over 30 yrs +$21,163.96 +$21,163.96
Return
As of 12/31/16
1 YR RETURN 8.74%
3 YR 5.73%
5 YR 11.22%
10 YR 4.42%
1 YR RETURN 11.93%
3 YR 8.83%
5 YR 14.62%
10 YR 6.90%
1 YR RETURN 11.93%
3 YR 8.84%
5 YR 14.62%
10 YR 6.94%
Description
The investment seeks reasonable income and capital growth. The fund invests in a broad group of carefully selected securities that the fund's adviser believes are reasonably priced, rather than in securities whose prices reflect a premium resulting from their current market popularity. It invests predominantly in equity securities. The fund primarily invests in securities of U.S. issuers. It may invest up to 15% of its total assets in securities of non-U.S. issuers. The fund will not invest more than 5% of its total assets in the securities of emerging markets issuers.
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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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.

Similarity

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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