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RICCX American Funds Invmt Co of Amer R3

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Fund RICCX American Funds Invmt Co of Amer R3 JKD iShares Morningstar Large-Cap SPHQ PowerShares S&P 500® Quality ETF  
Similarity
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100% 88% 87%
Annual Fees
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$100.44
(0.95% Exp. Ratio)
$21.15
(0.20% Exp. Ratio)
$30.66
(0.29% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$39,917.41 $50,054.63 $48,718.00
Est. savings over 30 yrs +$10,137.21 +$8,800.59
Return
As of 11/30/16
1 YR RETURN 10.19%
3 YR 8.30%
5 YR 13.60%
10 YR 5.97%
1 YR RETURN 10.38%
3 YR 9.17%
5 YR 15.41%
10 YR 8.00%
1 YR RETURN 10.71%
3 YR 10.46%
5 YR 15.11%
10 YR 6.42%
Description
The investment seeks long-term growth of capital and income. The fund invests primarily in common stocks, most of which have a history of paying dividends. It may invest up to 15% of its assets, at the time of purchase, in securities of issuers domiciled outside the United States. Although the fund focuses on investments in medium to larger capitalization companies, the fund's investments are not limited to a particular capitalization size.
The investment seeks to track the investment results of the Morningstar® Large Core IndexSM composed of large-capitalization U.S. equities. 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. The underlying index measures the performance of stocks issued by large-capitalization companies that have exhibited average "growth" and "value" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500® Quality Index. The fund's principal investment strategy will be to generally invest at least 90% of its total assets in the securities that comprise the underlying index. The index is constructed from the constituents of the S&P 500® Index that are of the highest quality-that is, stocks of companies that seek to generate higher revenue and cash flow than their counterparts through prudent use of assets and finances.

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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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