Investment Test Drive

PWMDX Pax Mid Cap Individual Investor

3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund PWMDX Pax Mid Cap Individual Investor PARMX Parnassus Mid-Cap ARGFX Ariel Fund Investor  
Similarity
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100% 91% 90%
Annual Fees
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$120.45
(1.14% Exp. Ratio)
$104.60
(0.99% Exp. Ratio)
$107.77
(1.02% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$36,958.51 $38,678.36 $38,328.31
Est. savings over 30 yrs +$1,719.85 +$1,369.81
Return
As of 10/31/16
1 YR RETURN --
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.26%
3 YR 8.12%
5 YR 13.37%
10 YR 8.59%
1 YR RETURN 0.09%
3 YR 5.50%
5 YR 13.94%
10 YR 6.28%
Description
The investment seeks long-term growth of capital. The fund follows a sustainable investing approach, combining rigorous financial analysis with equally rigorous environmental, social and governance (ESG) analysis in order to identify investments. It invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities (such as common stocks, securities convertible into common or preferred stocks and warrants) of companies that, when purchased, have capitalizations within the range of the Russell Midcap Index as measured by market capitalization.
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets in mid-sized companies. The fund's managers consider a mid-sized company to be one that has a market capitalization between that of the smallest and largest constituents of the Russell Midcap Index measured at the time of purchase. The Russell Midcap Index includes approximately 800 of the smallest companies in the Russell 1000 Index. The fund may normally invest up to 20% of its net assets in smaller- and larger-capitalization companies.
The investment seeks long-term capital appreciation. The fund invests in small/mid-sized undervalued companies that show strong potential for growth. It invests primarily in equity securities of U.S. companies, and the fund generally will have a weighted average market capitalization between $1 billion and $7.5 billion.

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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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