Investment Test Drive

VSBCX Virtus Strategic Income C

2 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund VSBCX Virtus Strategic Income C TUIFX Toews Unconstrained Income WAMBX WST Asset Manager - US Bond Investor  
100% 88% 85%
Annual Fees
(2.15% Exp. Ratio)
(1.40% Exp. Ratio)
(1.55% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.83% annual return
$8,980.26 $11,292.02 $10,787.87
Est. savings over 30 yrs +$2,311.76 +$1,807.61
As of 9/30/16
1 YR RETURN 7.00%
3 YR --
5 YR --
10 YR --
1 YR RETURN 7.21%
3 YR 3.65%
5 YR --
10 YR --
1 YR RETURN 10.75%
3 YR --
5 YR --
10 YR --
The investment seeks total return comprised of income and capital appreciation. The fund invests in a broadly diversified portfolio of principally debt securities of various types of issuers. It seeks to achieve its objective by identifying undervalued opportunities throughout the investment universe in any interest rate or market environment. The fund may invest in all or some of these sectors and may invest in securities of any maturity. It may invest in exchange traded funds (ETFs) in order to gain exposure to particular markets or asset classes.
The investment seeks to provide income and long-term growth of capital; a secondary objective of the fund is to limit risk during unfavorable market conditions. The fund will invest primarily in income-producing securities. Its adviser seeks to achieve the fund's primary investment objective by investing in: (1) exchange traded funds and open-end investment companies ("underlying funds"); (2) derivative instruments; (3) U.S. or foreign fixed-income securities; (4) preferred stocks; and (5) mortgage-related fixed income instruments of varying maturities. The fund is non-diversified.
The investment seeks total return from income and capital appreciation. The fund will generally invest in a combination of (i) U.S. high-yield debt securities (commonly known as "junk" bonds, and referred to herein as "High-Yield Securities") and (ii) U.S. investment grade debt securities and U.S. Treasury debt obligations (collectively, "Investment Grade Securities"). It invests without restriction as to issuer credit quality, capitalization or security maturity; however, other than periods when the fund is invested solely in cash, at least 10% of the fund's assets will generally be invested in Investment Grade Securities at all times. It is non-diversified.

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.


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!