Investment Test Drive

WEHIX Weitz Hickory

15 lower fee alternatives found

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Fund WEHIX Weitz Hickory IJH iShares Core S&P Mid-Cap FSEMX Fidelity® Extended Market Index Investor  
Similarity
?
100% 85% 87%
Annual Fees
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$131.02
(1.24% Exp. Ratio)
$7.40
(0.07% Exp. Ratio)
$10.57
(0.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$35,853.26 $51,047.31 $50,589.56
Est. savings over 30 yrs +$15,194.05 +$14,736.30
Return
As of 10/31/16
1 YR RETURN 3.14%
3 YR 1.53%
5 YR 9.13%
10 YR 4.59%
1 YR RETURN 6.19%
3 YR 6.97%
5 YR 12.82%
10 YR 8.26%
1 YR RETURN 3.20%
3 YR 5.06%
5 YR 12.25%
10 YR 7.39%
Description
The investment seeks capital appreciation. The fund's investment strategy (which the managers call "value investing") is based on the manager's belief that stock prices fluctuate around the true value of a company. It invests the majority of its assets in the common stock of smaller and medium sized companies. Currently, the fund's manager considers smaller and medium sized companies to be issuers with a market capitalization of less than $10 billion at the time of initial purchase. The fund may invest in securities issued by non-U.S. companies, which securities may be denominated in U.S. dollars or foreign currencies.
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 provide investment results that correspond to the total return of stocks of mid- to small-capitalization United States companies. The fund normally invests at least 80% of assets in common stocks included in the Dow Jones U.S. Completion Total Stock Market IndexSM, which represents the performance of stocks of mid- to small-capitalization U.S. companies. It uses statistical sampling techniques based on such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, and earnings growth to attempt to replicate the returns of the index using a smaller number of securities.

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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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