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RSGAX Russell US Dynamic Equity A

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Fund RSGAX Russell US Dynamic Equity A SCHB Schwab US Broad Market ETF™ VTI Vanguard Total Stock Market ETF  
100% 91% 91%
Annual Fees
(1.36% Exp. Ratio)
(0.03% Exp. Ratio)
(0.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$35,247.82 $52,678.22 $52,362.97
Est. savings over 30 yrs +$17,430.40 +$17,115.15
As of 11/30/16
1 YR RETURN 8.14%
3 YR 8.29%
5 YR 14.03%
10 YR 7.13%
1 YR RETURN 8.18%
3 YR 8.64%
5 YR 14.32%
10 YR --
1 YR RETURN 8.28%
3 YR 8.63%
5 YR 14.37%
10 YR 7.15%
The investment seeks long-term capital growth. The fund has a non-fundamental policy to invest, under normal circumstances, at least 80% of the value of its net assets plus borrowings for investment purposes in equity securities economically tied to the U.S. The fund invests principally in common stocks of large and medium capitalization U.S. companies. The managers define large and medium capitalization stocks as stocks of those companies represented by the Russell 1000® Index or within the capitalization range of the Russell 1000® Index as measured at its most recent reconstitution. The fund generally employs a dynamic style of investing.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Broad Stock Market Index. The fund will invest at least 90% of its net assets in stocks that are included in the index. The index includes the largest 2,500 publicly traded U.S. companies for which pricing information is readily available. The index is a float-adjusted market capitalization weighted index that reflects the shares of securities actually available to investors in the marketplace.
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.


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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