Investment Test Drive

PFCNX PIMCO Capital Securities and Fncls C

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund PFCNX PIMCO Capital Securities and Fncls C FPEFX First Trust Preferred Sec & Inc F  
100% 85%
Annual Fees
(1.89% Exp. Ratio)
(1.30% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.15% annual return
$7,944.48 $9,510.03
Est. savings over 30 yrs +$1,565.55
As of 10/31/16
1 YR RETURN 6.56%
3 YR --
5 YR --
10 YR --
1 YR RETURN 8.15%
3 YR 7.88%
5 YR 7.30%
10 YR --
The investment seeks maximum total return, consistent with prudent investment management. The fund invests at least 80% of its assets in a diversified portfolio of Capital Securities and Financial Securities. "Capital Securities" include securities issued by U.S. and non-U.S. financial institutions for purposes of satisfying their regulatory capital requirements. "Financial Securities" include Capital Securities and all other securities issued by U.S. and non-U.S. financial institutions. It may invest, without limitation, in preferred stock and may invest up to 20% of its total assets in common stock.
The investment seeks to provide current income and total return. The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its net assets (including investment borrowings) in preferred securities and other securities with similar economic characteristics.

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!