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BRLVX American Beacon Bridgeway Lg Cp Val Inst

6 lower fee alternatives found

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Fund BRLVX American Beacon Bridgeway Lg Cp Val Inst SCHD Schwab US Dividend Equity ETF™ LGLV SPDR® Russell 1000 Low Volatility ETF  
100% 90% 92%
Annual Fees
(0.79% Exp. Ratio)
(0.07% Exp. Ratio)
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$40,894.35 $50,801.48 $50,044.43
Est. savings over 30 yrs +$9,907.14 +$9,150.09
As of 9/30/16
1 YR RETURN 15.54%
3 YR 10.79%
5 YR 17.62%
10 YR 7.58%
1 YR RETURN 21.06%
3 YR 11.07%
5 YR --
10 YR --
1 YR RETURN 18.26%
3 YR 12.53%
5 YR --
10 YR --
The investment seeks to provide long-term total return on capital, primarily through capital appreciation and some income. The fund invests in a diversified portfolio of stocks of large capitalization companies that are listed on the New York Stock Exchange, NYSE MKT, and NASDAQ. Under normal market conditions, at least 80% of Fund net assets (plus borrowings for investment purposes) are invested in stocks from among those in the large-cap category at the time of purchase.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Dividend 100™Index. The fund invests at least 90% of its net assets in stocks that are included in the index. The index is designed to measure the performance of high dividend yielding stocks issued by U.S. companies that have a record of consistently paying dividends, selected for fundamental strength relative to their peers, based on financial ratios.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Russell 1000® Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index includes large cap U.S. equity securities and is designed to capture stocks with low volatility. Volatility is a measure of a security's variability in total returns based on its historic behavior. The fund is non-diversified.

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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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