Investment Test Drive

VSFIX Federated Clover Small Value Instl

12 lower fee alternatives found

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Fund VSFIX Federated Clover Small Value Instl VSIAX Vanguard Small Cap Value Index Admiral VBR Vanguard Small-Cap Value ETF  
Similarity
?
100% 91% 91%
Annual Fees
?
$107.77
(1.02% Exp. Ratio)
$8.45
(0.08% Exp. Ratio)
$8.45
(0.08% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$38,341.38 $50,911.63 $50,911.63
Est. savings over 30 yrs +$12,570.25 +$12,570.25
Return
As of 11/30/16
1 YR RETURN 11.84%
3 YR 7.01%
5 YR 12.47%
10 YR 7.10%
1 YR RETURN 15.41%
3 YR 9.52%
5 YR 15.94%
10 YR 7.46%
1 YR RETURN 15.42%
3 YR 9.52%
5 YR 15.94%
10 YR 7.52%
Description
The investment seeks capital appreciation. The fund primarily invests in common stocks and other equity securities of U.S. companies with small market capitalizations. The adviser seeks to achieve its investment objective by investing in companies that the Adviser believes are undervalued relative to the market or their historic valuations. Small-cap companies are considered to be companies with market capitalizations at the time of purchase similar to those in the range of the Russell 2000 Index. It will invest its assets so that at least 80% of its net assets (plus any borrowings for investment purposes) are invested in small-cap companies.
The investment seeks to track the performance of a benchmark index that measures the investment return of small-capitalization value stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Value Index, a broadly diversified index of value stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
The investment seeks to track the performance of a benchmark index that measures the investment return of small-capitalization value stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Value Index, a broadly diversified index of value stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

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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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