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TGSMX TCW Short Term Bond I

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Fund TGSMX TCW Short Term Bond I NEAR iShares Short Maturity Bond GSY Guggenheim Enhanced Short Dur ETF  
100% 88% 89%
Annual Fees
(0.44% Exp. Ratio)
(0.26% Exp. Ratio)
(0.27% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.44% annual return
$13,454.74 $14,203.96 $14,161.30
Est. savings over 30 yrs +$749.22 +$706.56
As of 9/30/16
1 YR RETURN 0.88%
3 YR 0.68%
5 YR 1.08%
10 YR 1.97%
1 YR RETURN 1.23%
3 YR 0.97%
5 YR --
10 YR --
1 YR RETURN 1.59%
3 YR 1.25%
5 YR 1.28%
10 YR --
The investment seeks to maximize current income. Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in a diversified portfolio of debt securities of varying maturities, including bonds, notes and other similar fixed income instruments issued by governmental or private sector issuers. It may invest up to 10% of its total assets in high yield/below investment grade bonds, commonly known as "junk bonds". The fund may invest, without limitation, in derivative instruments such as options, futures and swap agreements.
The investment seeks to maximize current income. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in a portfolio of U.S. dollar-denominated investment-grade fixed-income securities. Under normal circumstances, the effective duration of its portfolio is expected to be one year or less, as calculated by the management team. It is an actively managed exchange-traded fund ("ETF") that does not seek to replicate the performance of a specified index. The fund is non-diversified.
The investment seeks maximum current income, consistent with preservation of capital and daily liquidity. The fund will invest at least 80% of its net assets in fixed income securities and in ETFs and closed-end funds that invest substantially all of their assets in fixed income securities. It uses a low duration strategy to seek to outperform the Barclays Capital 1-3 Month U.S. Treasury Bill Index in addition to providing returns in excess of those available in U.S. Treasury bills, government repurchase agreements, and money market funds, while seeking to provide preservation of capital and daily liquidity. The fund may invest in short-term instruments.

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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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