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RYROX Rydex Russell 2000 C

5 lower fee alternatives found

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Fund RYROX Rydex Russell 2000 C WMCVX Wasatch Small Cap Value SCUVX Hartford Schroders US Small Cap Opps A  
100% 85% 85%
Annual Fees
(2.35% Exp. Ratio)
(1.21% Exp. Ratio)
(1.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$25,956.94 $36,768.48 $34,181.02
Est. savings over 30 yrs +$10,811.54 +$8,224.07
As of 9/30/16
1 YR RETURN 12.60%
3 YR 4.02%
5 YR 13.09%
10 YR 4.51%
1 YR RETURN 13.37%
3 YR 9.07%
5 YR 16.32%
10 YR 7.01%
1 YR RETURN 13.92%
3 YR 7.90%
5 YR 15.11%
10 YR 8.22%
The investment seeks to provide investment results that match, before fees and expenses, the performance of the Russell 2000® Index on a daily basis. The fund employs as its investment strategy a program of investing in the common stock of companies that are generally within the capitalization range of the underlying index and derivative instruments. It will invest at least 80% of its net assets, plus any borrowings for investment purposes, in securities of companies in the underlying index and derivatives and other instruments whose performance is expected to correspond to that of the underlying index. The fund is non-diversified.
The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests primarily in small companies. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities of small-capitalization companies. Equity securities include common stock, preferred stock and securities convertible into common stock, warrants and rights, and other securities with equity characteristics. The fund may invest up to 20% of its total assets at the time of purchase in securities issued by foreign companies in developed or emerging markets.
The investment seeks capital appreciation. The managers expect under current market conditions to invest primarily in equity securities of small capitalization companies, although it may also invest in micro-capitalization companies or larger companies. It normally invests at least 80% of its net assets in securities of companies located in the United States. The fund may invest in common and preferred stocks, convertible securities, and warrants, as well as in over-the-counter securities. It may also invest, though not normally more than 10% of its total assets, in fixed income securities, including but not limited to corporate bonds and convertible bonds.

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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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