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PAMVX Pacific Advisors Mid Cap Value A

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Fund PAMVX Pacific Advisors Mid Cap Value A IJH iShares Core S&P Mid-Cap SCHM Schwab US Mid-Cap ETF™  
100% 90% 87%
Annual Fees
(3.68% Exp. Ratio)
(0.07% Exp. Ratio)
(0.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$17,247.02 $52,011.16 $52,167.53
Est. savings over 30 yrs +$34,764.14 +$34,920.51
As of 9/30/16
1 YR RETURN -0.18%
3 YR -8.55%
5 YR 3.90%
10 YR -0.25%
1 YR RETURN 15.25%
3 YR 9.26%
5 YR 16.39%
10 YR 8.99%
1 YR RETURN 13.39%
3 YR 9.50%
5 YR 17.19%
10 YR --
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets (plus borrowing for investment purposes) in mid-capitalization companies that are, at the time of purchase, within the market capitalization range of companies that comprise the Russell Midcap® Index. It uses an actively managed, value-based investment approach focusing on the long-term market cycle (at least 3-5 years) to select investments.
The investment seeks to track the investment results of the S&P MidCap 400® (the "underlying 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.
The investment seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market Index. The fund invests at least 90% of net assets in stocks that are included in the index. The index includes the mid-cap portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Mid-Cap Total Stock Market Index includes the components ranked 501-1000 by full market capitalization. The index is a float-adjusted market capitalization weighted 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.


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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