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CNGCX American Funds New Economy 529C

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Fund CNGCX American Funds New Economy 529C VMRGX Vanguard Morgan™ Growth Inv VHCOX Vanguard Capital Opportunity Inv  
100% 85% 85%
Annual Fees
(1.66% Exp. Ratio)
(0.40% Exp. Ratio)
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$31,380.45 $45,976.22 $45,288.82
Est. savings over 30 yrs +$14,595.77 +$13,908.37
As of 9/30/16
1 YR RETURN 8.48%
3 YR 6.83%
5 YR 15.28%
10 YR 7.16%
1 YR RETURN 10.48%
3 YR 10.58%
5 YR 15.73%
10 YR 7.64%
1 YR RETURN 15.20%
3 YR 11.99%
5 YR 19.53%
10 YR 9.42%
The investment seeks long term growth of capital; current income is a secondary consideration. The fund invests primarily in common stocks that the investment adviser believes have the potential for growth. It normally invests in securities of companies that can benefit from innovation, exploit new technologies or provide products and services that meet the demands of an evolving global economy. The fund may invest a significant portion of its assets in issuers based outside the United States, including those based in developing countries.
The investment seeks long-term growth of capital. The fund invests mainly in the stocks of mid- and large-capitalization U.S. companies whose revenues and/or earnings are expected to grow faster than those of the average company in the market. It uses multiple investment advisors.
The investment seeks long-term capital appreciation. The fund invests mainly in U.S. stocks, with an emphasis on companies that are considered to have prospects for rapid earnings growth. It does not focus on companies of any particular size, however; the advisor may emphasize mid-cap stocks. The fund's investment advisor uses fundamental research to identify stocks that are expected to outperform the market over a three- to five-year time horizon and that are available at attractive prices relative to their fundamental values.

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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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