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CSCVX CornerCap Small-Cap Value Investor

2 lower fee alternatives found

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Fund CSCVX CornerCap Small-Cap Value Investor XSLV PowerShares S&P SmallCap Low Volatil ETF LVAQX LSV Small Cap Value Investor  
Similarity
?
100% 93% 91%
Annual Fees
?
$137.36
(1.30% Exp. Ratio)
$26.41
(0.25% Exp. Ratio)
$116.23
(1.10% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$35,214.52 $48,372.03 $37,419.33
Est. savings over 30 yrs +$13,157.51 +$2,204.80
Return
As of 11/30/16
1 YR RETURN 16.28%
3 YR 8.92%
5 YR 16.61%
10 YR 8.45%
1 YR RETURN 21.52%
3 YR 13.07%
5 YR --
10 YR --
1 YR RETURN 17.85%
3 YR 9.58%
5 YR --
10 YR --
Description
The investment seeks long-term capital appreciation with a secondary objective of generating income from dividends or interest on securities. The fund normally invests more than 80% of its net assets (including borrowings for investment, if any) in equity securities of small-cap U.S. companies (defined by the Adviser as stocks with a market capitalization at the time of purchase of less than $3 billion).
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P SmallCap 600® Low Volatility Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. Strictly in accordance with its procedures and mandated guidelines, S&P DJI selects for inclusion in the underlying index the 120 securities that it has determined have the lowest volatility over the past 12 months out of the 600 small capitalization range securities that are contained in the S&P SmallCap 600® Index. It is non-diversified.
The investment seeks long-term growth of capital. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-capitalization companies. For purposes of this policy, a small-capitalization company is a company with a market capitalization of less than $2.5 billion, or the highest market capitalization in the Russell 2000[R] Value Index, whichever is greater, at the time of initial purchase.

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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.

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.

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