Investment Test Drive

BCBDX BlackRock Global Dividend Inv C

7 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund BCBDX BlackRock Global Dividend Inv C ACWV iShares Edge MSCI Min Vol Global DODWX Dodge & Cox Global Stock  
100% 85% 88%
Annual Fees
(1.77% Exp. Ratio)
(0.20% Exp. Ratio)
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.49% annual return
$29,097.01 $46,820.96 $41,132.27
Est. savings over 30 yrs +$17,723.95 +$12,035.27
As of 9/30/16
1 YR RETURN 12.77%
3 YR 4.91%
5 YR 9.05%
10 YR --
1 YR RETURN 16.54%
3 YR 9.56%
5 YR --
10 YR --
1 YR RETURN 13.20%
3 YR 5.81%
5 YR 13.26%
10 YR --
The investment seeks to provide a level of current income that exceeds the average yield on global stocks generally. Under normal circumstances, the fund will invest at least 80% of its net assets in dividend-paying equity securities and at least 40% of its assets outside of the U.S. (unless market conditions are not deemed favorable by fund management, in which case the fund would invest at least 30% of its assets outside of the U.S.). It will primarily invest in common stock, preferred stock, securities convertible into common and preferred stock and non- convertible preferred stock. The fund is non-diversified.
The investment seeks to track the investment results of the MSCI ACWI Minimum Volatility (USD) Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index measures the combined performance of equity securities in both emerging and developed markets that in aggregate have lower volatility.
The investment seeks long-term growth of principal and income. Under normal circumstances, the fund will invest at least 40% of its total assets in securities of non-U.S. companies and at least 80% of its total assets in equity securities, including common stocks, depositary receipts evidencing ownership of common stocks, preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks.

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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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