Investment Test Drive

EGEIX Eagle Smaller Company I

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund EGEIX Eagle Smaller Company I QLSGX Federated MDT Small Cap Growth R6  
100% 88%
Annual Fees
(0.95% Exp. Ratio)
(0.88% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.61% annual return
$38,660.44 $39,488.55
Est. savings over 30 yrs +$828.11
As of 9/30/16
1 YR RETURN 16.42%
3 YR 5.09%
5 YR 13.82%
10 YR --
1 YR RETURN 20.27%
3 YR 9.26%
5 YR 18.27%
10 YR 7.66%
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 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.

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.


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!