Investment Test Drive

DQIAX Dreyfus Equity Income A

15 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund DQIAX Dreyfus Equity Income A SCHD Schwab US Dividend Equity ETF™ MGV Vanguard Mega Cap Value ETF  
Similarity
?
100% 91% 90%
Annual Fees
?
$116.20
(1.10% Exp. Ratio)
$7.39
(0.07% Exp. Ratio)
$9.51
(0.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$37,215.87 $50,782.73 $50,478.71
Est. savings over 30 yrs +$13,566.86 +$13,262.83
Return
As of 11/30/16
1 YR RETURN 12.57%
3 YR 8.09%
5 YR 12.44%
10 YR 6.23%
1 YR RETURN 12.88%
3 YR 8.91%
5 YR 13.76%
10 YR --
1 YR RETURN 12.60%
3 YR 9.23%
5 YR 14.78%
10 YR --
Description
The investment seeks total return (consisting of capital appreciation and income). To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. It seeks to focus on dividend paying stocks and other investments and investment techniques that provide income. In selecting securities, the fund's portfolio managers use a proprietary computer model to identify and rank stocks within an industry or sector, based on several characteristics. It may invest in stocks with either value or growth characteristics.
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 the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mega Cap Value Index. The index is a float-adjusted, market-capitalization-weighted index designed to measure equity market performance of mega-capitalization value stocks in the United States. 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.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!