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JGVVX JPMorgan Growth Advantage R6

8 lower fee alternatives found

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Fund JGVVX JPMorgan Growth Advantage R6 FIBG Credit Suisse FI Enhanced Big Cap Gr ETN QUAL iShares Edge MSCI USA Quality Factor  
Similarity
?
100% 89% 90%
Annual Fees
?
$79.22
(0.75% Exp. Ratio)
$5.28
(0.05% Exp. Ratio)
$15.84
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$41,204.23 $50,875.69 $49,370.60
Est. savings over 30 yrs +$9,671.46 +$8,166.37
Return
As of 11/30/16
1 YR RETURN 0.95%
3 YR 8.43%
5 YR 15.17%
10 YR 9.24%
1 YR RETURN 4.39%
3 YR 12.43%
5 YR --
10 YR --
1 YR RETURN 5.27%
3 YR 8.90%
5 YR --
10 YR --
Description
The investment seeks long-term capital growth. The fund will invest primarily in common stocks of companies across all market capitalizations. It may at any given time invest a significant portion of its assets in companies of one particular market capitalization category, such as large capitalization companies. The fund invests in companies that the adviser believes have strong earnings growth potential.
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 investment results of the MSCI USA Sector Neutral Quality Index composed of U.S. large- and mid-capitalization stocks with quality characteristics as identified through certain fundamental metrics. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is based on a traditional market capitalization-weighted parent index, the MSCI USA 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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