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PRGIX T. Rowe Price Growth & Income

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Fund PRGIX T. Rowe Price Growth & Income USMV iShares Edge MSCI Min Vol USA CSM ProShares Large Cap Core Plus  
100% 92% 87%
Annual Fees
(0.67% Exp. Ratio)
(0.15% Exp. Ratio)
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$43,385.99 $50,743.28 $46,363.31
Est. savings over 30 yrs +$7,357.29 +$2,977.31
As of 9/30/16
1 YR RETURN 15.08%
3 YR 11.47%
5 YR 16.09%
10 YR 7.44%
1 YR RETURN 17.26%
3 YR 13.32%
5 YR --
10 YR --
1 YR RETURN 15.73%
3 YR 11.63%
5 YR 16.92%
10 YR --
The investment seeks long-term capital growth and current income primarily through investments in stocks. The fund's primary focus is on capital appreciation. While most assets will typically be invested in U.S. common stocks, the fund may invest in foreign stocks in keeping with the fund's objectives. It may sell securities for a variety of reasons, such as to secure gains, limit losses, or redeploy assets into more promising opportunities.
The investment seeks the investment results of the MSCI USA Minimum Volatility (USD) Index. The fund will invest at least 90% of its assets in the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index measures the performance of equity securities in the top 85% by market capitalization of equity securities listed on stock exchanges in the USA that, in the aggregate, have lower volatility relative to the broader U.S. equity market.
The investment seeks investment results before fees and expenses that track the performance of the Credit Suisse 130/30 Large Cap Index (the "index"). The fund invests in securities and derivatives that ProShare Advisors believes, in combination, should track the performance of the index. The index is designed to replicate an investment strategy that establishes either long or short positions in the stocks of 500 leading large-cap U.S. companies (the "Universe") by applying a rules-based ranking and weighting methodology. The fund is non-diversified.

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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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