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JLVMX JPMorgan Large Cap Value R6

3 lower fee alternatives found

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Fund JLVMX JPMorgan Large Cap Value R6 SPHD PowerShares S&P 500® High Div Low VolETF SDOG ALPS Sector Dividend Dogs ETF  
Similarity
?
100% 87% 88%
Annual Fees
?
$54.93
(0.52% Exp. Ratio)
$31.69
(0.30% Exp. Ratio)
$42.26
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$44,326.77 $47,363.91 $45,959.25
Est. savings over 30 yrs +$3,037.14 +$1,632.48
Return
As of 11/30/16
1 YR RETURN 16.77%
3 YR 11.27%
5 YR 16.46%
10 YR 6.52%
1 YR RETURN 20.76%
3 YR 15.12%
5 YR --
10 YR --
1 YR RETURN 20.82%
3 YR 11.62%
5 YR --
10 YR --
Description
The investment seeks capital appreciation with the incidental goal of achieving current income by investing primarily in equity securities. The fund normally invests at least 80% of its assets in equity securities of large companies, including common stocks, and debt and preferred stocks which are convertible to common stock. Large companies are companies with market capitalizations equal to those within the universe of the Russell 1000® Value Index at the time of purchase.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P 500® Low Volatility High Dividend Index. The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. S&P Dow Jones Indices LLC compiles maintains and calculates the underlying index, which is composed of 50 securities in the S&P 500® Index that historically have provided high dividend yields with lower volatility.
The investment seeks investment results that replicate as closely as possible, before fees and expenses, the performance of the S-Network® Sector Dividend Dogs Index. The underlying index is a rules-based index intended to give investors a means of tracking the overall performance of the highest dividend paying stocks in the S&P 500 on a sector-by-sector basis. The fund generally will invest in all of the securities that comprise the underlying index in proportion to their weightings in the underlying index. However, under various circumstances, it may not be possible or practicable to purchase all of the securities in the underlying index in those weightings.

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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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