Investment Test Drive

SDGTX Deutsche Capital Growth Institutional

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Fund SDGTX Deutsche Capital Growth Institutional FIBG Credit Suisse FI Enhanced Big Cap Gr ETN VOOG Vanguard S&P 500 Growth ETF  
Similarity
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100% 96% 96%
Annual Fees
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$73.94
(0.70% Exp. Ratio)
$5.28
(0.05% Exp. Ratio)
$15.85
(0.15% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$41,946.93 $51,016.04 $49,506.80
Est. savings over 30 yrs +$9,069.10 +$7,559.86
Return
As of 10/31/16
1 YR RETURN 0.22%
3 YR 9.32%
5 YR 13.43%
10 YR 7.45%
1 YR RETURN 1.59%
3 YR 12.94%
5 YR --
10 YR --
1 YR RETURN 2.54%
3 YR 10.06%
5 YR 13.83%
10 YR --
Description
The investment seeks to provide long-term growth of capital. The fund normally invests at least 65% of total assets in equities, mainly common stocks of U.S. companies. It generally focuses on established companies that are similar in size to the companies in the S&P 500 (Reg. TM) Index (generally 500 of the largest companies in the U.S.) or the Russell 1000 (Reg. TM) Growth Index (generally those stocks among the 1,000 largest U.S. companies that have relatively higher price-to-earnings ratios and higher forecasted growth values). It may also invest in other types of equity securities such as preferred stocks or convertible securities.
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 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.

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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