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WISEX Azzad Wise Capital

8 lower fee alternatives found

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Fund WISEX Azzad Wise Capital VFSTX Vanguard Short-Term Investment-Grade Inv FJRLX Fidelity® Limited Term Bond  
100% 90% 92%
Annual Fees
(1.29% Exp. Ratio)
(0.20% Exp. Ratio)
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.94% annual return
$12,060.85 $16,767.16 $15,551.82
Est. savings over 30 yrs +$4,706.31 +$3,490.97
As of 9/30/16
1 YR RETURN 2.00%
3 YR 1.90%
5 YR 2.32%
10 YR --
1 YR RETURN 3.29%
3 YR 2.32%
5 YR 2.46%
10 YR 3.45%
1 YR RETURN 2.87%
3 YR 2.27%
5 YR 2.32%
10 YR 3.84%
The investment seeks to provide shareholders with capital preservation and income. The fund invests primarily in fixed income securities issued for payment by international financial institutions, foreign governments, and agencies of foreign governments in transactions structured to be compliant with the fund's ethical investment guidelines. It does not invest in corporations that derive substantial revenue (defined as more than 5% of total revenue) from alcohol, tobacco, pornography, pork, gambling or weapons industries as determined by the Adviser. The fund is non-diversified.
The investment seeks to provide current income while maintaining limited price volatility. The fund invests in a variety of high-quality and, to a lesser extent, medium-quality fixed income securities, at least 80% of which will be short- and intermediate-term investment-grade securities. High-quality fixed income securities are those rated the equivalent of A3 or better; medium-quality fixed income securities are those rated the equivalent of Baa1, Baa2, or Baa3.
The investment seeks to provide a high rate of income. The fund normally invests at least 80% of assets in investment-grade debt securities (those of medium and high quality) of all types and repurchase agreements for those securities. The manager manages the fund to have similar overall interest rate risk to the Fidelity Limited Term Composite IndexSM. The fund maintains a dollar-weighted average maturity between two and five years. It allocates assets across different market sectors and maturities. It invests in domestic and foreign issuers.

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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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