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IJMSX VY® JPMorgan Mid Cap Value S

3 lower fee alternatives found

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Fund IJMSX VY® JPMorgan Mid Cap Value S JKG iShares Morningstar Mid-Cap KNOW Direxion All Cap Insider Sentiment ETF  
100% 90% 92%
Annual Fees
(1.11% Exp. Ratio)
(0.25% Exp. Ratio)
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$38,000.67 $49,272.78 $43,677.33
Est. savings over 30 yrs +$11,272.11 +$5,676.66
As of 9/30/16
1 YR RETURN 13.31%
3 YR 9.88%
5 YR 16.99%
10 YR 8.24%
1 YR RETURN 14.13%
3 YR 10.74%
5 YR 17.39%
10 YR 8.83%
1 YR RETURN 13.61%
3 YR 12.92%
5 YR --
10 YR --
The investment seeks growth from capital appreciation. Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of mid-capitalization companies. The sub-adviser ("Sub-Adviser") defines mid-capitalization companies as those companies with market capitalizations between $1 billion and $20 billion or the highest market capitalization included in the Russell Midcap® Value Index, whichever is higher, at the time of purchase.
The investment seeks to track the investment results of the Morningstar® Mid Core IndexSM composed of mid-capitalization U.S. equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by mid-capitalization companies that have exhibited average "growth" and "value" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology.
The investment seeks investment results before fees and expenses that track the Sabrient Multi-Cap Insider/Analyst Quant-Weighted Index. The fund, under normal circumstances, invests at least 80% of its assets in the equity securities that comprise the Sabrient Multi-Cap Insider/Analyst Quant-Weighted Index. The index is composed of 100 stocks selected from the S&P 1500® by Sabrient Systems LLC using a quantitative methodology. 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.


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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