Investment Test Drive

BOGIX Bogle Small Cap Growth Instl

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund BOGIX Bogle Small Cap Growth Instl MSCFX Mairs & Power Small Cap  
100% 88%
Annual Fees
(1.25% Exp. Ratio)
(1.06% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$36,324.47 $38,480.73
Est. savings over 30 yrs +$2,156.26
As of 9/30/16
1 YR RETURN 19.07%
3 YR 6.25%
5 YR 17.57%
10 YR 6.63%
1 YR RETURN 22.01%
3 YR 9.25%
5 YR 20.90%
10 YR --
The investment seeks to provide long-term capital appreciation. The fund seeks to achieve its objective by investing under normal circumstances at least 80% of the net assets of the portfolio (including borrowings for investment purposes) in the stocks of U.S. companies with market capitalizations, at the time of purchase, that are within the trailing twelve-month range of the market capitalizations of those companies that are included in the Russell 2000® Index ("Small Cap Stocks"). It may invest in Small Cap Stocks that the adviser believes will appreciate more than the index.
The investment seeks above-average, long-term appreciation. The fund normally will invest at least 80% of its net assets (including borrowings for investment purposes) in U.S. common stocks issued by small cap companies. For this purpose, small cap companies are defined as companies whose market capitalization at the time of purchase come within the non-float adjusted range represented by companies in the S&P SmallCap 600 Total Return Index as of December 31 of the preceding year. The S&P SmallCap 600 Total Return Index is a widely used benchmark for small cap performance and is rebalanced continuously.

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!