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DVSGX Transamerica Partners Small Growth

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Fund DVSGX Transamerica Partners Small Growth SLYG SPDR® S&P 600 Small Cap Growth ETF QLSGX Federated MDT Small Cap Growth R6  
100% 93% 90%
Annual Fees
(1.55% Exp. Ratio)
(0.15% Exp. Ratio)
(0.88% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$32,247.70 $49,257.14 $39,524.46
Est. savings over 30 yrs +$17,009.44 +$7,276.76
As of 9/30/16
1 YR RETURN 15.56%
3 YR 7.92%
5 YR 13.27%
10 YR 6.17%
1 YR RETURN 15.64%
3 YR 9.33%
5 YR 17.51%
10 YR 10.21%
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 the amount of borrowings, if any, for investment purposes) in stocks of small capitalization companies. The sub-adviser considers small capitalization companies to be companies with market capitalization that, at the time of initial purchase, have either market capitalization between $100 million and $2 billion or within the range of the Russell 2000® Growth Index. The fund may invest in foreign securities through American Depositary Receipts ("ADRs"), and generally will not invest more than 10% of its assets in foreign securities.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P SmallCap 600 Growth Index. 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-capitalization growth 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 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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