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DEYCX Dreyfus Large Cap Equity C

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Fund DEYCX Dreyfus Large Cap Equity C VHCOX Vanguard Capital Opportunity Inv JENSX Jensen Quality Growth J  
Similarity
?
100% 87% 93%
Annual Fees
?
$200.71
(1.90% Exp. Ratio)
$47.54
(0.45% Exp. Ratio)
$92.96
(0.88% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$29,157.44 $45,281.11 $39,766.55
Est. savings over 30 yrs +$16,123.67 +$10,609.11
Return
As of 12/31/16
1 YR RETURN 10.03%
3 YR 6.78%
5 YR 13.37%
10 YR 4.20%
1 YR RETURN 10.56%
3 YR 10.48%
5 YR 17.89%
10 YR 9.06%
1 YR RETURN 12.01%
3 YR 8.32%
5 YR 13.81%
10 YR 7.58%
Description
The investment seeks to provide long-term capital appreciation. To pursue its goal, 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 managers consider large-cap companies to be those companies with market capitalizations of $5 billion or more at the time of purchase. It will limit investments in options to 20% (based on the notional value of the options) of its total assets and will limit the value of all total premiums paid or received to 5% of its total assets.
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.
The investment seeks long-term capital appreciation. To achieve its objective, the fund invests in equity securities of approximately 25 to 30 companies. Equity securities in which the fund invests as a principal strategy consist primarily of common stocks of U.S. companies. It may purchase securities when they are priced below their intrinsic values as determined by the Adviser. The fund may sell all or part of its position in a company when the Adviser has determined that another qualifying security has a greater opportunity to achieve the fund's objective. 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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