Investment Test Drive

WOOSX JPMorgan Intrepid Mid Cap R6

3 lower fee alternatives found

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Fund WOOSX JPMorgan Intrepid Mid Cap R6 SCHM Schwab US Mid-Cap ETF™ VSEQX Vanguard Strategic Equity Inv  
Similarity
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100% 90% 93%
Annual Fees
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$68.68
(0.65% Exp. Ratio)
$6.34
(0.06% Exp. Ratio)
$22.19
(0.21% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$42,914.19 $51,256.05 $48,997.68
Est. savings over 30 yrs +$8,341.86 +$6,083.48
Return
As of 11/30/16
1 YR RETURN 8.14%
3 YR 7.69%
5 YR 14.75%
10 YR 7.03%
1 YR RETURN 9.22%
3 YR 8.64%
5 YR 14.79%
10 YR --
1 YR RETURN 10.58%
3 YR 9.87%
5 YR 16.61%
10 YR 7.23%
Description
The investment seeks long-term capital growth by investing primarily in equity securities of companies with intermediate capitalizations. Under normal circumstances, at least 80% of the fund's assets will be invested in common and preferred stocks, rights, warrants, convertible securities and other equity securities of mid cap companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. Mid cap companies are companies with market capitalizations similar to those within the universe of the Russell Midcap® Index at the time of purchase.
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.
The investment seeks long-term capital appreciation. The fund invests in small- and mid-capitalization domestic equity securities based on the advisor's assessment of the relative return potential of the securities. The advisor selects securities that it believes offer an appropriate balance between strong growth prospects and reasonable valuations relative to their industry peers. The advisor does this by using a quantitative process to evaluate all of the securities in the benchmark, the MSCI US Small + Mid Cap 2200 Index, while seeking to maintain a risk profile similar to that of the index. At least 80% of its assets will be invested in equity 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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