Investment Test Drive

OREAX Oppenheimer Real Estate A

3 lower fee alternatives found

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Fund OREAX Oppenheimer Real Estate A FRESX Fidelity® Real Estate Investment Port CSRSX Cohen & Steers Realty Shares  
100% 95% 96%
Annual Fees
(1.33% Exp. Ratio)
(0.78% Exp. Ratio)
(0.96% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$34,270.16 $40,489.18 $38,342.58
Est. savings over 30 yrs +$6,219.02 +$4,072.41
As of 9/30/16
1 YR RETURN 17.57%
3 YR 14.34%
5 YR 15.27%
10 YR 6.01%
1 YR RETURN 20.80%
3 YR 14.91%
5 YR 16.32%
10 YR 6.17%
1 YR RETURN 18.17%
3 YR 14.37%
5 YR 15.37%
10 YR 6.40%
The investment seeks total return. The fund invests at least 80% of its net assets (including borrowings for investment purposes) in common stocks and other equity securities of real estate companies. The advisor considers a real estate company to be one that derives at least 50% of its revenues from, or invests at least 50% of its assets in, the ownership, construction, financing, management or sale of commercial, industrial or residential real estate. It primarily invests in real estate investment trusts ("REITs") but may also invest in real estate operating companies ("REOCs") and other real estate related securities. The fund is non-diversified.
The investment seeks above-average income and long-term capital growth, consistent with reasonable investment risk. The fund normally invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. The fund is non-diversified.
The investment seeks total return through investment in real estate securities. The fund invests at least 80%, and normally substantially all, of its total assets in common stocks and other equity securities issued by real estate companies. It may invest up to 20% of its total assets in securities of foreign issuers which meet the same criteria for investment as domestic companies, including investments in such companies in the form of American Depositary Receipts ("ADRs"), Global Depositary Receipts ("GDRs") and European Depositary Receipts ("EDRs"). The fund is non-diversified.

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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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