Investment Test Drive


3 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund TMCAX RBC SMID Cap Growth A POAGX PRIMECAP Odyssey Aggressive Growth JAENX Janus Enterprise T  
100% 88% 88%
Annual Fees
(1.10% Exp. Ratio)
(0.62% Exp. Ratio)
(0.92% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$37,182.07 $42,994.66 $39,266.73
Est. savings over 30 yrs +$5,812.60 +$2,084.66
As of 9/30/16
1 YR RETURN 14.99%
3 YR 6.88%
5 YR 14.38%
10 YR 7.33%
1 YR RETURN 21.71%
3 YR 12.68%
5 YR 22.48%
10 YR 12.64%
1 YR RETURN 16.96%
3 YR 11.72%
5 YR 16.91%
10 YR 10.03%
The investment seeks long-term capital appreciation. The fund seeks long-term capital appreciation by normally investing at least 80% of its assets in common stocks of small- and mid-capitalization growth companies that fall within the market capitalization range of the Russell 2500™ Growth Index at the time of investment. As of May 29, 201 5, the market capitalization range for the Russell 2500™ Growth Index was approximately $177 million to $10.2 billion. The Advisor uses a bottom-up investment approach employing fundamental analysis to identify individual companies for inclusion in the fund's portfolio.
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 growth of capital. The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50% of its equity assets in medium-sized companies. Medium-sized companies are those whose market capitalization falls within the range of companies in the Russell Midcap® Growth Index. Market capitalization is a commonly used measure of the size and value of a company. It may also invest in foreign securities, which may include investments in emerging markets.

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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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