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NEAGX Needham Aggressive Growth Retail

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Fund NEAGX Needham Aggressive Growth Retail SCAP AdvisorShares Cornerstone Small Cap ETF CIPSX Champlain Small Company Adv  
100% 87% 87%
Annual Fees
(1.95% Exp. Ratio)
(0.90% Exp. Ratio)
(1.31% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$28,396.13 $39,087.76 $34,516.41
Est. savings over 30 yrs +$10,691.64 +$6,120.28
As of 12/31/16
1 YR RETURN 22.18%
3 YR 6.76%
5 YR 13.70%
10 YR 9.63%
1 YR RETURN 23.25%
3 YR 8.28%
5 YR --
10 YR --
1 YR RETURN 28.03%
3 YR 9.59%
5 YR 14.69%
10 YR 10.33%
The investment seeks long-term, tax-efficient capital appreciation. Under normal conditions, the fund invests at least 65% of its total assets in the equity securities (principally, common stock) of domestic issuers listed on a nationally recognized securities exchange or traded on the NASDAQ System. It invests principally in markets and industries with strong growth potential, focusing primarily on the market leaders in these areas as these companies often garner a disproportionate share of the positive financial returns.
The investment seeks to provide total return through long-term capital appreciation and current income. The fund seeks to achieve its investment objective by investing in a diversified group of U.S.-traded equity securities consisting of common and preferred stock, ADRs, and REITs. Under normal circumstances, it invests at least 80% of its net assets (plus any borrowings for investment purposes) in small cap securities. The fund's sub-advisor generally defines a small cap company as one having a market capitalization less than the market cap of the largest company in the Russell 2000 Index at the time of acquisition.
The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in securities of small companies. It seeks capital appreciation by investing mainly in common stocks of small companies that the Adviser believes have strong long-term fundamentals, superior capital appreciation potential and attractive valuations.

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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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