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CVQTX Columbia Disciplined Value T

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Fund CVQTX Columbia Disciplined Value T IUSV iShares Core Russell US Value VTV Vanguard Value ETF  
100% 95% 94%
Annual Fees
(1.19% Exp. Ratio)
(0.07% Exp. Ratio)
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$36,264.61 $50,854.89 $50,702.44
Est. savings over 30 yrs +$14,590.27 +$14,437.82
As of 9/30/16
1 YR RETURN 12.51%
3 YR 9.35%
5 YR 15.68%
10 YR --
1 YR RETURN 16.32%
3 YR 9.35%
5 YR 15.90%
10 YR 5.69%
1 YR RETURN 16.28%
3 YR 10.35%
5 YR 16.02%
10 YR 6.02%
The investment seeks to provide shareholders with long-term capital growth. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of companies with market capitalizations greater than $5 billion at the time of purchase or that are within the market capitalization range of companies in the Russell 1000® Value Index (the index) at the time of purchase. The fund may invest in derivatives, such as futures contracts, including equity index futures, for cash equitization purposes.
The investment seeks to track the investment results of the Russell 3000 Value Index (the "underlying index"), which measures the performance of the value sector of the broad 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 track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index, a broadly diversified index predominantly made up of value stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the 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.


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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