Investment Test Drive

PMYMX Putnam Multi-Cap Core M

15 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund PMYMX Putnam Multi-Cap Core M DHVW Diamond Hill Valuation-Weighted 500 ETF VTCLX Vanguard Tax-Managed Capital App Adm  
100% 92% 92%
Annual Fees
(1.54% Exp. Ratio)
(0.10% Exp. Ratio)
(0.11% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$33,322.03 $51,511.13 $51,356.67
Est. savings over 30 yrs +$18,189.11 +$18,034.64
As of 9/30/16
1 YR RETURN 9.92%
3 YR 8.61%
5 YR 16.36%
10 YR --
1 YR RETURN 13.90%
3 YR 10.68%
5 YR --
10 YR --
1 YR RETURN 14.63%
3 YR 10.78%
5 YR 16.47%
10 YR 7.47%
The investment seeks capital appreciation. The fund invests mainly in common stocks (growth or value stocks or both) of U.S. companies of any size that the adviser believes have favorable investment potential. The adviser may also consider other factors it believes will cause the stock price to rise. The adviser may consider, among other factors, a company's valuation, financial strength, and growth potential, competitive position in its industry, projected future earnings, cash flows and dividends when deciding whether to buy or sell investments.
The investment seeks to track the price and total return performance, before fees and expenses, of the Diamond Hill Valuation-Weighted 500 index. The fund invests at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) in the component securities of the index. The index is composed of the common stock of approximately 500 U.S.-listed companies weighted based on a proprietary, patent-pending valuation methodology developed by Diamond Hill Capital Management, Inc., the fund's investment adviser.
The investment seeks to provide a tax-efficient investment return consisting of long-term capital appreciation. The fund purchases stocks that pay lower dividends and are included in the Russell 1000 Index-an index that is made up of the stocks of large- and mid-capitalization U.S. companies. It uses statistical methods to "sample" the index, aiming to minimize taxable dividends while approximating the other characteristics of the index. The expected result is a portfolio that will loosely track the total return performance of the index, but with lower taxable income distributions.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.


Your Feedback has been sent successfully!