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DTLVX Wilshire Large Company Value Invmt

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Fund DTLVX Wilshire Large Company Value Invmt SCHV Schwab US Large-Cap Value ETF™ IUSV iShares Core Russell US Value  
Similarity
?
100% 94% 94%
Annual Fees
?
$136.27
(1.29% Exp. Ratio)
$6.34
(0.06% Exp. Ratio)
$7.39
(0.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$35,104.73 $50,899.26 $50,746.69
Est. savings over 30 yrs +$15,794.53 +$15,641.96
Return
As of 10/31/16
1 YR RETURN 2.95%
3 YR 5.17%
5 YR 11.60%
10 YR 3.85%
1 YR RETURN 7.32%
3 YR 7.72%
5 YR 12.87%
10 YR --
1 YR RETURN 6.50%
3 YR 7.24%
5 YR 13.00%
10 YR 5.16%
Description
The investment seeks to provide investment results of a portfolio of publicly traded common stocks of companies in the applicable sub-category of the Wilshire 5000 IndexSM. The fund focuses on the large company value segment of the U.S. equity market. It invests substantially all of its assets in the common stock companies with larger market capitalizations-generally greater than $10 billion at the time of purchase. The fund invests, generally, in companies with relatively low price to book value ratios, low price to earnings ratios and higher than average dividend yields (which means that their prices are low relative to the size of their dividends).
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Value Total Stock Market Index. The index includes the large-cap value portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "value" based on a number of factors.
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.

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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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