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TILCX T. Rowe Price Instl Large Cap Value

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Fund TILCX T. Rowe Price Instl Large Cap Value SCHD Schwab US Dividend Equity ETF™ SPHD PowerShares S&P 500® High Div Low VolETF  
100% 90% 90%
Annual Fees
(0.57% Exp. Ratio)
(0.07% Exp. Ratio)
(0.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$43,715.35 $50,814.47 $47,420.43
Est. savings over 30 yrs +$7,099.12 +$3,705.08
As of 9/30/16
1 YR RETURN 18.72%
3 YR 9.85%
5 YR 16.62%
10 YR 6.72%
1 YR RETURN 21.06%
3 YR 11.07%
5 YR --
10 YR --
1 YR RETURN 28.31%
3 YR 16.74%
5 YR --
10 YR --
The investment seeks long-term capital appreciation; income is a secondary objective. In taking a value approach to investment selection, the fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in securities of large-cap companies the portfolio manager regards as undervalued. The advisor defines a large-cap company as having a market capitalization, is either (i) larger than the current median market capitalization of companies in the Russell 1000 Value Index or (ii) larger than the three year average median market capitalization of companies in the index as of December 31 of the three preceding years.
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 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.

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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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