Investment Test Drive

JVMTX JHancock Disciplined Value Mid Cap R4

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund JVMTX JHancock Disciplined Value Mid Cap R4 TTFS AdvisorShares Wilshire Buyback ETF  
Similarity
?
100% 92%
Annual Fees
?
$107.78
(1.02% Exp. Ratio)
$95.10
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.67% annual return
$38,442.75 $39,865.81
Est. savings over 30 yrs +$1,423.06
Return
As of 12/31/16
1 YR RETURN 15.09%
3 YR 9.87%
5 YR 16.86%
10 YR 10.38%
1 YR RETURN 18.94%
3 YR 10.42%
5 YR 17.23%
10 YR --
Description
The investment seeks long-term growth of capital with current income as a secondary objective. Under normal circumstances, the fund seeks to achieve its investment objectives by investing at least 80% of its net assets (including borrowings for investment purposes) in a diversified portfolio consisting primarily of equity securities, such as common stocks, of issuers with medium market capitalizations, and identified by the manager as having value characteristics. It may also invest up to 20% of its total assets in foreign currency-denominated securities.
The investment seeks to generate long-term capital appreciation. The fund is an actively managed exchange-traded fund that seeks to achieve its investment objective by primarily investing in the broad U.S. equity market. It invests in stocks with liquidity and fundamental characteristics that are historically associated with superior long-term performance. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities with ongoing share repurchases.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!