Investment Test Drive

PAMCX T. Rowe Price Mid-Cap Growth Adv

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 PAMCX T. Rowe Price Mid-Cap Growth Adv POAGX PRIMECAP Odyssey Aggressive Growth RPMGX T. Rowe Price Mid-Cap Growth  
Similarity
?
100% 86% 100%
Annual Fees
?
$108.79
(1.03% Exp. Ratio)
$65.48
(0.62% Exp. Ratio)
$81.33
(0.77% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$37,779.62 $42,768.13 $40,873.35
Est. savings over 30 yrs +$4,988.51 +$3,093.73
Return
As of 11/30/16
1 YR RETURN 4.00%
3 YR 9.61%
5 YR 14.36%
10 YR 9.74%
1 YR RETURN 12.04%
3 YR 11.20%
5 YR 20.24%
10 YR 11.62%
1 YR RETURN 4.27%
3 YR 9.89%
5 YR 14.65%
10 YR 10.00%
Description
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets (including any borrowings for investment purposes) in a diversified portfolio of common stocks of mid-cap companies whose earnings T. Rowe Price expects to grow at a faster rate than the average company. The advisor defines mid-cap companies as those whose market capitalization falls within the range of either the S&P MidCap 400 Index or the Russell Midcap Growth Index. While most assets will typically be invested in U.S. common stocks, the fund may invest in foreign stocks in keeping with the fund's objectives.
The investment seeks to provide long-term capital appreciation. The fund invests primarily in the common stocks of U.S. companies, emphasizing those companies with prospects for rapid earnings growth. It may invest in stocks across all market sectors and market capitalizations and has historically invested significant portions of its assets in mid- and small-capitalization companies.
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of net assets (including any borrowings for investment purposes) in a diversified portfolio of common stocks of mid-cap companies whose earnings T. Rowe Price expects to grow at a faster rate than the average company. The advisor defines mid-cap companies as those whose market capitalization falls within the range of either the S&P MidCap 400 Index or the Russell Midcap Growth Index. While most assets will typically be invested in U.S. common stocks, the fund may invest in foreign stocks in keeping with the fund's objectives.

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!