Investment Test Drive

IMSCX IMS Capital Value

15 lower fee alternatives found

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Fund IMSCX IMS Capital Value FSCLX Fidelity® Mid Cap Index Investor IWR iShares Russell Mid-Cap  
Similarity
?
100% 85% 86%
Annual Fees
?
$178.56
(1.69% Exp. Ratio)
$20.08
(0.19% Exp. Ratio)
$21.13
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$31,262.75 $49,239.98 $49,092.20
Est. savings over 30 yrs +$17,977.24 +$17,829.45
Return
As of 10/31/16
1 YR RETURN -2.05%
3 YR 3.61%
5 YR 8.05%
10 YR 2.82%
1 YR RETURN 4.02%
3 YR 7.07%
5 YR 12.88%
10 YR --
1 YR RETURN 3.96%
3 YR 7.09%
5 YR 12.93%
10 YR 7.40%
Description
The investment seeks long-term growth from capital appreciation, and secondarily, income from dividends. The fund invests primarily in common stocks of mid-cap and large-cap U.S. companies. With respect to both mid-cap and large-cap stocks, the adviser employs a selection process designed to produce a diversified portfolio of companies exhibiting both value and positive momentum characteristics.
The investment seeks to provide investment results that correspond to the total return of stocks of mid-capitalization United States companies. The fund invests normally at least 80% of assets in securities included in the Russell Midcap® Index. It lends securities to earn income.
The investment seeks to track the investment results of the Russell Midcap Index, which measures the performance of the mid-capitalization sector of the U.S. equity market. 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. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.

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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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