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HRCLX Eagle Capital Appreciation R3

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Fund HRCLX Eagle Capital Appreciation R3 SPYG SPDR® S&P 500 Growth ETF VOOG Vanguard S&P 500 Growth ETF  
100% 97% 96%
Annual Fees
(1.51% Exp. Ratio)
(0.15% Exp. Ratio)
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$32,857.96 $49,581.37 $49,581.37
Est. savings over 30 yrs +$16,723.41 +$16,723.41
As of 9/30/16
1 YR RETURN 11.46%
3 YR 12.10%
5 YR 16.52%
10 YR 7.56%
1 YR RETURN 14.56%
3 YR 12.55%
5 YR 16.57%
10 YR 9.05%
1 YR RETURN 14.59%
3 YR 12.60%
5 YR 16.65%
10 YR --
The investment seeks long-term capital appreciation. During normal market conditions, the fund seeks to achieve its objective by investing at least 65% of its net assets in common stocks of companies that have the potential for attractive long-term growth in earnings, cash flow and total worth of the company. In addition, the portfolio management team prefers to purchase stocks that appear to be underpriced in relation to the company's long-term growth fundamentals. The strategy of the fund's portfolio management team is based upon systematic analysis of fundamental and technical factors, significantly aided by a quantitative process.
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.
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.

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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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