Investment Test Drive

EGECX Eagle Smaller Company C

14 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund EGECX Eagle Smaller Company C TSCSX Thrivent Small Cap Stock S OTCFX T. Rowe Price Small-Cap Stock  
Similarity
?
100% 93% 91%
Annual Fees
?
$242.85
(2.30% Exp. Ratio)
$80.24
(0.76% Exp. Ratio)
$95.03
(0.90% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.59% annual return
$25,406.26 $40,616.87 $38,932.60
Est. savings over 30 yrs +$15,210.61 +$13,526.34
Return
As of 10/31/16
1 YR RETURN 4.89%
3 YR 1.58%
5 YR 8.57%
10 YR --
1 YR RETURN 6.12%
3 YR 5.94%
5 YR 10.77%
10 YR 4.81%
1 YR RETURN 4.98%
3 YR 5.11%
5 YR 12.49%
10 YR 8.18%
Description
The investment seeks capital growth. The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in the equity securities of small-capitalization companies. The fund's portfolio managers consider small-capitalization companies to be those smaller companies that, at the time of initial purchase, have a market capitalization equal to or less than the largest company in the Russell 2000® Index during the most recent 12-month period.
The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in securities of small companies. The Adviser focuses mainly in the securities of smaller U.S. companies which have market capitalizations similar to those companies included in widely known indices such as the S&P SmallCap 600 Index or the Russell 2000® Index.
The investment seeks to provide long-term capital growth. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in stocks of small companies. The manager defines a small company as one whose market capitalization falls (i) within or below the current range of companies in either the Russell 2000 Index or the S&P SmallCap 600 Index or (ii) below the three-year average maximum market cap of companies in either index as of December 31 of the three preceding years.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!