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CIPYX Champlain Focused Large Cap Value Adviso

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Fund CIPYX Champlain Focused Large Cap Value Adviso IVE iShares S&P 500 Value VEIPX Vanguard Equity-Income Inv  
100% 85% 86%
Annual Fees
(1.01% Exp. Ratio)
(0.18% Exp. Ratio)
(0.26% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$38,280.17 $49,176.89 $48,008.16
Est. savings over 30 yrs +$10,896.72 +$9,727.99
As of 12/31/16
1 YR RETURN 11.88%
3 YR 4.30%
5 YR --
10 YR --
1 YR RETURN 17.17%
3 YR 8.33%
5 YR 14.48%
10 YR 5.35%
1 YR RETURN 14.70%
3 YR 8.76%
5 YR 13.68%
10 YR 7.42%
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of large companies. It invests primarily in the common stock of U.S. and foreign based companies listed on U.S. exchanges, but it may also invest in American Depositary Receipts ("ADRs") and exchange-traded funds ("ETFs"). The fund typically invests in a focused portfolio of 25-35 issuers.
The investment seeks to track the investment results of the S&P 500 Value IndexTM, which measures the performance of the large-capitalization value sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.
The investment seeks to provide an above-average level of current income and reasonable long-term capital appreciation. The fund invests mainly in common stocks of mid-size and large companies whose stocks typically pay above-average levels of dividend income and are, in the opinion of the purchasing advisor, undervalued relative to other such stocks. In addition, the advisors generally look for companies that they believe are committed to paying dividends consistently. Under normal circumstances, it will invest at least 80% of its assets in equity securities. The fund uses multiple investment advisors.

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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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