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AOFAX Alger Small Cap Focus A

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Fund AOFAX Alger Small Cap Focus A FYC First Trust Small Cap Gr AlphaDEX® ETF QLSGX Federated MDT Small Cap Growth R6  
100% 88% 87%
Annual Fees
(1.20% Exp. Ratio)
(0.70% Exp. Ratio)
(0.88% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$35,870.34 $41,735.40 $39,524.46
Est. savings over 30 yrs +$5,865.06 +$3,654.12
As of 9/30/16
1 YR RETURN 14.87%
3 YR 6.53%
5 YR 15.28%
10 YR --
1 YR RETURN 16.13%
3 YR 7.18%
5 YR 15.72%
10 YR --
1 YR RETURN 20.27%
3 YR 9.26%
5 YR 18.27%
10 YR 7.66%
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies that, at the time of purchase of the securities, have total market capitalization between (1) the higher of (a) $5 billion or (b) the company in either the Russell 2000 Growth Index or the MSCI USA Small Cap Index with the highest capitalization, and (2) the company in either index with the lowest capitalization, at any time during the most recent 12-month period as reported by either index. Both indexes are broad-based indexes of small capitalization stocks.
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Nasdaq AlphaDEX(R) Small Cap Growth Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to select growth stocks from the NASDAQ US 700 Small Cap Index (the "base index") that may generate positive alpha, or risk adjusted returns, relative to traditional indices through the use of the AlphaDEX(R) selection methodology.
The investment seeks long-term capital appreciation. The fund invests primarily in the common stock of small U.S. companies. Its investment adviser's ("Adviser") investment strategy utilizes a small capitalization growth approach by selecting most of its investments from companies listed in the Russell 2000® Growth Index. The fund invests at least 80% of its net assets (plus any borrowing for investment purposes) in small companies. The fund manager considers a small company to be a company of a size similar to companies listed on the Russell 2000® Growth 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

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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