Investment Test Drive

GADVX Gabelli ABC Advisor

1 lower fee alternative found

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Fund GADVX Gabelli ABC Advisor GABCX Gabelli ABC AAA  
Similarity
?
100% 100%
Annual Fees
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$85.84
(0.84% Exp. Ratio)
$60.29
(0.59% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.19% annual return
$14,853.36 $16,018.85
Est. savings over 30 yrs +$1,165.49
Return
As of 11/30/16
1 YR RETURN 2.51%
3 YR 1.80%
5 YR 2.86%
10 YR 3.03%
1 YR RETURN 2.72%
3 YR 2.04%
5 YR 3.11%
10 YR 3.29%
Description
The investment seeks total return. The fund invests primarily in securities of domestic and foreign issuers that the fund's investment adviser, believes provide attractive opportunities for appreciation or investment income. The Adviser seeks to limit excessive risk of capital loss by utilizing various investment strategies, including investing in value oriented common stocks, i.e., common stocks that trade at a significant discount to the Adviser's assessment of their "private market value" virtually risk free U.S. Treasury Bills, and by utilizing certain "arbitrage" strategies. It is non-diversified.
The investment seeks total return. The fund invests primarily in securities of domestic and foreign issuers that the fund's investment adviser, believes provide attractive opportunities for appreciation or investment income. The Adviser seeks to limit excessive risk of capital loss by utilizing various investment strategies, including investing in value oriented common stocks, i.e., common stocks that trade at a significant discount to the Adviser's assessment of their "private market value" virtually risk free U.S. Treasury Bills, and by utilizing certain "arbitrage" strategies. It is non-diversified.

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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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