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TEMEX Franklin Mutual Beacon C

15 lower fee alternatives found

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Fund TEMEX Franklin Mutual Beacon C VEIPX Vanguard Equity-Income Inv VWNFX Vanguard Windsor™ II Inv  
Similarity
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100% 86% 85%
Annual Fees
?
$194.38
(1.84% Exp. Ratio)
$27.47
(0.26% Exp. Ratio)
$35.92
(0.34% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$29,708.17 $47,964.55 $46,823.72
Est. savings over 30 yrs +$18,256.38 +$17,115.55
Return
As of 11/30/16
1 YR RETURN 8.58%
3 YR 4.51%
5 YR 10.79%
10 YR 3.42%
1 YR RETURN 10.26%
3 YR 8.61%
5 YR 13.76%
10 YR 7.41%
1 YR RETURN 8.85%
3 YR 6.96%
5 YR 13.22%
10 YR 5.80%
Description
The investment seeks capital appreciation; income is a secondary goal. The fund invests primarily in equity securities (including securities convertible into, or that the investment manager expects to be exchanged for, common or preferred stock) of U.S. and foreign companies that the investment manager believes are available at market prices less than their value based on certain recognized or objective criteria (intrinsic value). The equity securities in which it invests are primarily common stock. It may invest substantially and potentially up to 100% of its assets in foreign securities.
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.
The investment seeks to provide long-term capital appreciation and income. The fund invests mainly in large- and mid-capitalization companies whose stocks are considered by an advisor to be undervalued. Undervalued stocks are generally those that are out of favor with investors and that the advisor believes are trading at prices that are below average in relation to measures such as earnings and book value. These stocks often have above-average dividend yields. It 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.

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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