Investment Test Drive

VSVYX Victory Special Value Y

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund VSVYX Victory Special Value Y PWC PowerShares Dynamic Market ETF NFO Guggenheim Insider Sentiment ETF  
Similarity
?
100% 87% 85%
Annual Fees
?
$108.83
(1.03% Exp. Ratio)
$63.39
(0.60% Exp. Ratio)
$63.39
(0.60% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$38,212.31 $43,519.89 $43,519.89
Est. savings over 30 yrs +$5,307.57 +$5,307.57
Return
As of 10/31/16
1 YR RETURN -3.80%
3 YR 2.83%
5 YR 8.06%
10 YR 3.60%
1 YR RETURN -0.17%
3 YR 5.98%
5 YR 13.63%
10 YR 5.46%
1 YR RETURN 3.70%
3 YR 4.36%
5 YR 10.19%
10 YR 7.75%
Description
The investment seeks long-term growth of capital and dividend income. The fund pursues its investment objective by investing, under normal circumstances, in common stocks of companies that currently pay dividends or are expected to begin paying dividends in the near future, with consideration for companies that have increased their dividends over time. The fund may invest a portion of its assets in equity securities of foreign companies traded on U.S. exchanges, including American and Global Depositary Receipts (ADRs and GDRs).
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the Dynamic Market IntellidexSM Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying intellidex. The underlying intellidex was composed of 100 U.S. stocks that NYSE Group, Inc., strictly in accordance with its guidelines and mandated procedures, included pursuant to a proprietary selection methodology. The underlying intellidex selection methodology seeks to identify and select companies from the U.S. marketplace with superior risk-return profiles.
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an equity index called the Nasdaq US Insider Sentiment Index. The fund will invest at least 90% of its total assets in securities that comprise the index and depositary receipts representing common stocks included in the index (or underlying securities representing depositary receipts included in the index). The index is designed to track the performance of mid- to large-capitalization U.S. companies.

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!