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DAPIX Dreyfus Large Cap Growth I

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Fund DAPIX Dreyfus Large Cap Growth I VOOG Vanguard S&P 500 Growth ETF SPYG SPDR® S&P 500 Growth ETF  
Similarity
?
100% 95% 95%
Annual Fees
?
$95.07
(0.90% Exp. Ratio)
$15.85
(0.15% Exp. Ratio)
$15.85
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$39,485.02 $49,506.80 $49,506.80
Est. savings over 30 yrs +$10,021.78 +$10,021.78
Return
As of 10/31/16
1 YR RETURN 2.03%
3 YR 9.51%
5 YR 13.28%
10 YR 7.49%
1 YR RETURN 2.54%
3 YR 10.06%
5 YR 13.83%
10 YR --
1 YR RETURN 2.53%
3 YR 10.02%
5 YR 13.76%
10 YR 8.44%
Description
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of large capitalization companies. The fund managers consider large-cap companies to be those companies with market capitalizations of $5 billion or more at the time of purchase. The fund's investment philosophy is based on the premise that earnings growth is the primary determinant of long-term stock appreciation. The fund will limit investments in options to 20% of the fund's total assets and will limit the value of all total premiums paid or received to 5% of the fund's total assets.
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P 500® Growth Index, which represents the growth companies, as determined by the index sponsor, of the S&P 500 Index. The index measures the performance of large-capitalization growth stocks in the United States.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P 500 Growth Index that tracks the performance of large capitalization exchange traded U.S. equity securities exhibiting "growth" characteristics. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the large-capitalization growth segment of the U.S. equity market. It 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.

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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