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PNVBX Putnam Investors B

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Fund PNVBX Putnam Investors B SCHX Schwab US Large-Cap ETF™ ITOT iShares Core S&P Total US Stock Mkt  
100% 95% 95%
Annual Fees
(1.78% Exp. Ratio)
(0.03% Exp. Ratio)
(0.03% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$30,974.78 $52,613.98 $52,613.98
Est. savings over 30 yrs +$21,639.20 +$21,639.20
As of 9/30/16
1 YR RETURN 10.05%
3 YR 8.12%
5 YR 14.69%
10 YR 4.55%
1 YR RETURN 14.89%
3 YR 10.75%
5 YR 16.21%
10 YR --
1 YR RETURN 15.31%
3 YR 10.82%
5 YR 16.30%
10 YR 7.29%
The investment seeks long-term growth of capital and any increased income that results from this growth. The fund invests mainly in common stocks (growth or value stocks or both) of large U.S. companies that the advisor believes have favorable investment potential. The manager may also consider other factors the advisor believes will cause the stock price to rise. The advisor may consider, among other factors, a company's valuation, financial strength, 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 as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index. To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Total Stock Market Index. The index includes the large-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization. The index is a float-adjusted market capitalization weighted index.
The investment seeks to track the investment results of the S&P Total Market Index™ (TMI), which is comprised of the common equities included in the S&P 500® and the S&P Completion Index™. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, including shares of money market funds advised by BFA or its affiliates, as well as in securities not included in the underlying 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.


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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