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GACCX Gabelli Global Rising Income and Div C

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Fund GACCX Gabelli Global Rising Income and Div C GAGCX Gabelli Global Rising Income and Div AAA  
Similarity
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100% 100%
Annual Fees
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$257.73
(2.50% Exp. Ratio)
$180.41
(1.75% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.09% annual return
$11,664.39 $14,679.13
Est. savings over 30 yrs +$3,014.74
Return
As of 10/31/16
1 YR RETURN -1.01%
3 YR 1.52%
5 YR 2.57%
10 YR 0.41%
1 YR RETURN -0.24%
3 YR 2.40%
5 YR 4.00%
10 YR 1.53%
Description
The investment seeks a high level of total return through a combination of current income and appreciation of capital. The advisor will attempt to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in dividend paying securities (such as common and preferred stock) or other income producing securities (such as fixed-income securities and securities that are convertible into common stock). The advisor intends to invest in at least three countries, including the United States, and will invest at least 40% of its total assets in countries other than the United States. The fund is non-diversified.
The investment seeks a high level of total return through a combination of current income and appreciation of capital. The advisor will attempt to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in dividend paying securities (such as common and preferred stock) or other income producing securities (such as fixed-income securities and securities that are convertible into common stock). The advisor intends to invest in at least three countries, including the United States, and will invest at least 40% of its total assets in countries other than the United States. The fund 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.

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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