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VVPSX Vulcan Value Partners Small Cap

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Fund VVPSX Vulcan Value Partners Small Cap SWSCX Schwab Small-Cap Equity  
100% 85%
Annual Fees
(1.26% Exp. Ratio)
(1.09% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$36,214.27 $38,132.23
Est. savings over 30 yrs +$1,917.95
As of 9/30/16
1 YR RETURN 13.30%
3 YR 5.55%
5 YR 16.87%
10 YR --
1 YR RETURN 13.67%
3 YR 8.20%
5 YR 18.08%
10 YR 6.79%
The investment seeks to achieve long-term capital appreciation. The fund seeks to achieve long term capital appreciation by investing primarily in publicly traded small-cap companies the adviser believes to be both undervalued and possessing a sustainable competitive advantage. A core position in the fund is generally approximately 5% of the fund's portfolio, so that theoretically the fund would seek to hold about 20 companies, spread across various industries. The fund may invest up to 30% of net assets in publicly traded foreign securities and may hold up to 10% of net assets in illiquid securities. It is non-diversified.
The investment seeks long-term capital growth. The fund invests at least 80% of its net assets in small-cap equity securities. Small-cap equity securities generally are securities with market capitalizations within the universe of the Russell 2000® Index at the time of purchase by the fund. The fund seeks to assemble a portfolio with long-term performance that will exceed that of the Russell 2000 Index.

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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

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