Investment Test Drive


2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund SRIGX Gabelli ESG AAA PARMX Parnassus Mid-Cap ARGFX Ariel Fund Investor  
100% 88% 85%
Annual Fees
(1.25% Exp. Ratio)
(0.99% Exp. Ratio)
(1.02% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$36,419.42 $39,408.66 $39,052.01
Est. savings over 30 yrs +$2,989.24 +$2,632.59
As of 9/30/16
1 YR RETURN 13.49%
3 YR 7.57%
5 YR 10.48%
10 YR --
1 YR RETURN 19.27%
3 YR 10.50%
5 YR 16.53%
10 YR 9.14%
1 YR RETURN 15.55%
3 YR 8.84%
5 YR 18.42%
10 YR 6.96%
The investment seeks capital appreciation. The fund seeks to achieve its objective by investing substantially all, and in any case no less than 80%, of its assets in common and preferred stocks of companies that meet the fund's guidelines for social responsibility at the time of investment. It may also invest in foreign securities, including those in emerging markets, and in securities that are convertible into common stocks. The Adviser employs a social screening overlay process at the time of investment to identify companies that meet the fund's social guidelines.
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.


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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