Investment Test Drive

GGCCX GAMCO Growth C

15 lower fee alternatives found

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  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund GGCCX GAMCO Growth C FIBG Credit Suisse FI Enhanced Big Cap Gr ETN VUG Vanguard Growth ETF  
Similarity
?
100% 96% 96%
Annual Fees
?
$230.26
(2.18% Exp. Ratio)
$5.28
(0.05% Exp. Ratio)
$8.45
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$26,660.51 $50,877.13 $50,421.00
Est. savings over 30 yrs +$24,216.62 +$23,760.49
Return
As of 11/30/16
1 YR RETURN -0.74%
3 YR 5.66%
5 YR 11.75%
10 YR 5.24%
1 YR RETURN 4.39%
3 YR 12.43%
5 YR --
10 YR --
1 YR RETURN 2.48%
3 YR 8.41%
5 YR 13.67%
10 YR 8.04%
Description
The investment seeks to provide capital appreciation; its secondary goal is to produce current income. The fund will primarily invest in common stocks. It focuses on securities of companies that appear to have favorable, yet undervalued, prospects for earnings growth and price appreciation. The investment adviser invests the fund's assets in companies that the portfolio manager believes have above average or expanding market shares, profit margins and returns on equity. The fund may invest up to 25% of its total assets in securities of non-U.S. issuers.
The ETNs are medium-term notes of Credit Suisse AG (“Credit Suisse”), the return on which is linked to the performance of the Russell 1000® Growth Index Total Return (the “Index”) on a leveraged basis. The ETNs seek to approximate the return that might be available through a leveraged “long” investment strategy in the components of the Index. A leveraged “long” investment strategy involves the practice of borrowing money from a third party lender at an agreed-upon rate of interest and using the borrowed money together with investor capital to purchase assets (e.g., equity securities).
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Growth Index, a broadly diversified index predominantly made up of growth stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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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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