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CMOVX CM Advisors Small Cap Value

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Fund CMOVX CM Advisors Small Cap Value TDVFX Towle Deep Value  
100% 89%
Annual Fees
(1.29% Exp. Ratio)
(1.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$35,288.63 $36,266.75
Est. savings over 30 yrs +$978.12
As of 9/30/16
1 YR RETURN 25.22%
3 YR -2.92%
5 YR 8.04%
10 YR --
1 YR RETURN 33.09%
3 YR 7.06%
5 YR --
10 YR --
The investment seeks long-term growth of capital. The fund invests primarily in equity securities of small capitalization companies ("small cap") that the Advisor believes are undervalued. Under normal circumstances, at least 80% of the fund's net assets (including the amount of any borrowings for investment purposes) will be invested in small cap equity securities, which may include shares of other RICs, such as ETFs, that invest primarily in small cap equity securities. It typically invests in common stocks, although it may also invest in other equity securities.
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests primarily in equity securities of U.S. issuers. It may invest in common stocks of any capitalization, although it primarily focuses on smaller companies that the fund's advisor views to be out-of-favor, under-appreciated, and under-valued. The fund's advisor considers smaller capitalization companies to be those with market capitalization of $5 billion or lower at the time of purchase. The fund may also invest up to 20% of its total net assets in foreign securities, either directly or through the use of ADRs. It is non-diversified.

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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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