Investment Test Drive

TWEIX American Century Equity Income Inv

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Fund TWEIX American Century Equity Income Inv FVD First Trust Value Line® Dividend ETF  
Similarity
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100% 85%
Annual Fees
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$99.30
(0.94% Exp. Ratio)
$73.95
(0.70% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$39,097.30 $42,041.15
Est. savings over 30 yrs +$2,943.84
Return
As of 12/31/16
1 YR RETURN 19.49%
3 YR 10.57%
5 YR 12.49%
10 YR 6.80%
1 YR RETURN 19.95%
3 YR 12.09%
5 YR 14.67%
10 YR 8.19%
Description
The investment seeks current income; capital appreciation is a secondary objective. The fund invests in equity securities of companies with a favorable income-paying history that has prospects for income payments to continue or increase. The portfolio managers also look for equity securities of companies that they believe are undervalued and have the potential for an increase in price. The fund may invest a portion of its assets in foreign securities when these securities meet the portfolio managers' standards of selection.
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Value Line(R) Dividend Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is a modified equal-dollar weighted index comprised of U.S. exchange-listed securities of companies that pay above-average dividends and have potential for capital appreciation.

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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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