Investment Test Drive

RSIPX Columbia Disciplined Core R5

13 lower fee alternatives found

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Fund RSIPX Columbia Disciplined Core R5 DHVW Diamond Hill Valuation-Weighted 500 ETF VTCLX Vanguard Tax-Managed Capital App Adm  
Similarity
?
100% 94% 94%
Annual Fees
?
$75.07
(0.71% Exp. Ratio)
$10.57
(0.10% Exp. Ratio)
$11.63
(0.11% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.73% annual return
$42,925.76 $51,584.27 $51,429.59
Est. savings over 30 yrs +$8,658.51 +$8,503.83
Return
As of 11/30/16
1 YR RETURN 5.35%
3 YR 8.47%
5 YR 14.47%
10 YR 6.67%
1 YR RETURN 8.04%
3 YR 8.78%
5 YR --
10 YR --
1 YR RETURN 7.90%
3 YR 8.93%
5 YR 14.51%
10 YR 7.12%
Description
The investment seeks to provide shareholders with long-term capital growth. Under normal market conditions, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) are invested in equity securities of companies with market capitalizations greater than $5 billion at the time of purchase or that are within the market capitalization range of companies in the S&P 500 Index (the index) at the time of purchase. It may invest in derivatives, including futures (including equity futures and index futures) for cash equitization purposes.
The investment seeks to track the price and total return performance, before fees and expenses, of the Diamond Hill Valuation-Weighted 500 index. The fund invests at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) in the component securities of the index. The index is composed of the common stock of approximately 500 U.S.-listed companies weighted based on a proprietary, patent-pending valuation methodology developed by Diamond Hill Capital Management, Inc., the fund's investment adviser.
The investment seeks to provide a tax-efficient investment return consisting of long-term capital appreciation. The fund purchases stocks that pay lower dividends and are included in the Russell 1000 Index-an index that is made up of the stocks of large- and mid-capitalization U.S. companies. It uses statistical methods to "sample" the index, aiming to minimize taxable dividends while approximating the other characteristics of the index. The expected result is a portfolio that will loosely track the total return performance of the index, but with lower taxable income distributions.

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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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