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VIMCX Virtus Mid-Cap Core I

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Fund VIMCX Virtus Mid-Cap Core I POAGX PRIMECAP Odyssey Aggressive Growth  
100% 86%
Annual Fees
(0.95% Exp. Ratio)
(0.62% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.63% annual return
$38,877.36 $42,956.83
Est. savings over 30 yrs +$4,079.46
As of 9/30/16
1 YR RETURN 15.91%
3 YR 11.86%
5 YR 16.16%
10 YR --
1 YR RETURN 21.71%
3 YR 12.68%
5 YR 22.48%
10 YR 12.64%
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of medium market capitalization companies. It pursues long-term capital appreciation in the medium capitalization sector while seeking to provide the risk characteristics of the less volatile large capitalization S&P 500​® Index. The fund invests in a select group of medium market capitalization companies believed by the subadviser to be undervalued relative to their future growth potential.
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.

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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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