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AFPAX AmericaFirst Income A

1 lower fee alternative found

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Fund AFPAX AmericaFirst Income A RELAX FundX Conservative Upgrader  
100% 88%
Annual Fees
(2.43% Exp. Ratio)
(1.89% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.13% annual return
$12,037.10 $14,204.66
Est. savings over 30 yrs +$2,167.56
As of 12/31/16
1 YR RETURN 4.72%
3 YR -1.92%
5 YR 3.32%
10 YR --
1 YR RETURN 6.55%
3 YR 4.11%
5 YR 7.93%
10 YR 4.16%
The investment seeks a high rate of current income with less volatility than common stocks as measured by the standard deviation; it seeks total return as a secondary investment objective. The fund invests in a portfolio of high income securities that may include stocks, preferred stocks, master limited partnerships, convertible preferred stock, convertible bonds, real estate investment trusts, and bonds selected by applying quantitative modeling techniques.
The investment seeks to obtain capital appreciation over the long term while at times providing a low level of current income to reduce portfolio volatility. The fund is a fund-of-funds and as such invests primarily in no-load and load-waived mutual funds, including ETFs ("underlying funds"). The underlying funds invest primarily in individual securities such as common stocks and corporate or government bonds. The fund may invest in Core Equity underlying funds, which generally invest in diversified portfolios of equity securities of well-established U.S. and foreign companies with a wide range of market capitalizations.

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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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