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VGIFX JPMorgan Growth & Income R5

7 lower fee alternatives found

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Fund VGIFX JPMorgan Growth & Income R5 VUVLX Vanguard US Value Inv SPHD PowerShares S&P 500® High Div Low VolETF  
100% 91% 90%
Annual Fees
(0.59% Exp. Ratio)
(0.26% Exp. Ratio)
(0.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$43,464.66 $48,008.16 $47,433.90
Est. savings over 30 yrs +$4,543.49 +$3,969.24
As of 12/31/16
1 YR RETURN 15.29%
3 YR 8.65%
5 YR 15.48%
10 YR 6.18%
1 YR RETURN 16.36%
3 YR 9.48%
5 YR 15.93%
10 YR 6.27%
1 YR RETURN 22.31%
3 YR 15.53%
5 YR --
10 YR --
The investment seeks to provide capital growth over the long-term and to earn income from dividends. Under normal circumstances, the fund invests at least 80% of its assets in common stocks. "Assets" means net assets, plus the amount of borrowings for investment purposes. The fund's adviser applies an active equity management style focused on identifying attractively valued securities given their growth potential over a long-term time horizon.
The investment seeks long-term capital appreciation and income. The fund invests substantially all of its assets in U.S. common stocks, with a focus on value stocks-those that are generally out of favor with investors and that typically (but not always) have lower-than-average price/earnings (P/E) ratios. The advisor selects stocks of primarily large and mid-size companies by using a quantitative process to identify stocks that the advisor believes offer an appropriate balance between strong growth prospects and reasonable valuations relative to their industry peers.
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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