Investment Test Drive

FSCRX Fidelity® Small Cap Discovery

6 lower fee alternatives found

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Fund FSCRX Fidelity® Small Cap Discovery TWOK SPDR® Russell 2000 ETF SMLV SPDR® Russell 2000 Low Volatility ETF  
Similarity
?
100% 93% 90%
Annual Fees
?
$106.77
(1.01% Exp. Ratio)
$10.57
(0.10% Exp. Ratio)
$12.68
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$38,994.20 $51,312.71 $51,005.42
Est. savings over 30 yrs +$12,318.51 +$12,011.22
Return
As of 11/30/16
1 YR RETURN 10.52%
3 YR 5.70%
5 YR 15.36%
10 YR 10.87%
1 YR RETURN 12.32%
3 YR 6.56%
5 YR --
10 YR --
1 YR RETURN 19.27%
3 YR 12.17%
5 YR --
10 YR --
Description
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in securities of companies with small market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 2000® Index or the S&P SmallCap 600® Index). It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. The advisor 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 investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Russell 2000® Index that tracks the performance of small capitalization exchange traded U.S. equity securities. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index measures the performance of the small-cap segment of the U.S. equity market. It may purchase a subset of the securities in the index in an effort to hold a portfolio of securities with generally the same risk and return characteristics of the index. The fund is non-diversified.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Russell 2000® Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index includes small cap U.S. equity securities and is designed to capture stocks with low volatility. Volatility is a measure of a security's variability in total returns based on its historic behavior. 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.

Similarity

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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