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PAGDX Permanent Portfolio Aggressive Growth A

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Fund PAGDX Permanent Portfolio Aggressive Growth A FMILX Fidelity® New Millennium PAGRX Permanent Portfolio Aggressive Growth I  
Similarity
?
100% 88% 100%
Annual Fees
?
$154.23
(1.46% Exp. Ratio)
$78.17
(0.74% Exp. Ratio)
$127.82
(1.21% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$33,345.98 $41,485.36 $35,979.60
Est. savings over 30 yrs +$8,139.38 +$2,633.62
Return
As of 12/31/16
1 YR RETURN 13.01%
3 YR 2.02%
5 YR 12.74%
10 YR 5.01%
1 YR RETURN 14.92%
3 YR 5.98%
5 YR 13.56%
10 YR 8.44%
1 YR RETURN 13.30%
3 YR 2.27%
5 YR 13.02%
10 YR 5.27%
Description
The investment seeks to achieve high (greater than for the stock market as a whole), long-term appreciation in the value of its shares. The fund invests in stocks and stock warrants of U.S. and foreign companies that are expected to have a higher profit potential than the stock market as a whole and whose shares are valued primarily for potential growth in revenues, earnings, dividends or asset values rather than for current income.
The investment seeks capital appreciation. The fund normally invests in common stocks. The advisor identifies early signs of long-term changes in the marketplace and focusing on those companies that may benefit from opportunities created by these changes by examining technological advances, product innovation, economic plans, demographics, social attitudes, and other factors, which can lead to investments in small and medium-sized companies. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both.
The investment seeks to achieve high (greater than for the stock market as a whole), long-term appreciation in the value of its shares. The fund invests in stocks and stock warrants of U.S. and foreign companies that are expected to have a higher profit potential than the stock market as a whole and whose shares are valued primarily for potential growth in revenues, earnings, dividends or asset values rather than for current income.

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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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