Investment Test Drive

JCNIX Janus Contrarian S

6 lower fee alternatives found

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Fund JCNIX Janus Contrarian S VSEQX Vanguard Strategic Equity Inv PEXMX T. Rowe Price Extended Equity Market Idx  
Similarity
?
100% 85% 86%
Annual Fees
?
$136.30
(1.29% Exp. Ratio)
$22.19
(0.21% Exp. Ratio)
$36.98
(0.35% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$35,312.69 $48,944.84 $46,926.19
Est. savings over 30 yrs +$13,632.15 +$11,613.50
Return
As of 10/31/16
1 YR RETURN -1.22%
3 YR 3.21%
5 YR 10.86%
10 YR 3.93%
1 YR RETURN 1.43%
3 YR 7.46%
5 YR 14.05%
10 YR 6.50%
1 YR RETURN 2.52%
3 YR 4.89%
5 YR 12.37%
10 YR 7.26%
Description
The investment seeks long-term growth of capital. The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets in equity securities with the potential for long-term growth of capital. The portfolio manager emphasizes investments in companies with attractive price/free cash flow, which is the relationship between the price of a stock and the company's available cash from operations, minus capital expenditures. It may also invest in foreign securities, which may include investments in emerging markets. The fund is non-diversified.
The investment seeks long-term capital appreciation. The fund invests in small- and mid-capitalization domestic equity securities based on the advisor's assessment of the relative return potential of the securities. The advisor selects securities that it believes offer an appropriate balance between strong growth prospects and reasonable valuations relative to their industry peers. The advisor does this by using a quantitative process to evaluate all of the securities in the benchmark, the MSCI US Small + Mid Cap 2200 Index, while seeking to maintain a risk profile similar to that of the index. At least 80% of its assets will be invested in equity securities.
The investment seeks to track the performance of a benchmark index that measures the investment return of small- and mid-capitalization U.S. stocks. The advisor attempts to match the investment return of small- and mid-capitalization U.S. stocks by seeking to match the performance of its benchmark index, the S&P Completion Index (S&P Index). The S&P Index consists of primarily small- and mid-capitalization stocks and generally includes those U.S. stocks that are not included in the Standard & Poor's 500 Stock 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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