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POMIX T. Rowe Price Total Equity Market Idx

6 lower fee alternatives found

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Fund POMIX T. Rowe Price Total Equity Market Idx VTI Vanguard Total Stock Market ETF VTSAX Vanguard Total Stock Mkt Idx Adm  
Similarity
?
100% 96% 96%
Annual Fees
?
$31.72
(0.30% 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
$48,571.64 $52,361.48 $52,361.48
Est. savings over 30 yrs +$3,789.85 +$3,789.85
Return
As of 11/30/16
1 YR RETURN 8.28%
3 YR 8.53%
5 YR 14.32%
10 YR 6.95%
1 YR RETURN 8.28%
3 YR 8.63%
5 YR 14.37%
10 YR 7.15%
1 YR RETURN 8.28%
3 YR 8.64%
5 YR 14.37%
10 YR 7.14%
Description
The investment seeks to match the performance of the entire U.S. stock market. 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. The fund seeks to match the performance of the entire U.S. stock market. The fund uses the S&P Total Market Index (S&P Index) as its benchmark index to represent the U.S. stock market as a whole.
The investment seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The fund employs an indexing investment approach designed to track the performance of the CRSP US Total Market Index, which represents approximately 100% of the investable U.S. stock market and includes large-, mid-, small-, and micro-cap stocks regularly traded on the New York Stock Exchange and Nasdaq. It invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics.
The investment seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The fund employs an indexing investment approach designed to track the performance of the CRSP US Total Market Index, which represents approximately 100% of the investable U.S. stock market and includes large-, mid-, small-, and micro-cap stocks regularly traded on the New York Stock Exchange and Nasdaq. It invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics.

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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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