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ECVSX Eaton Vance Global Small-Cap C

2 lower fee alternatives found

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Fund ECVSX Eaton Vance Global Small-Cap C OWSMX Old Westbury Small & Mid Cap ADVWX Advisory Research Global Value  
Similarity
?
100% 85% 85%
Annual Fees
?
$226.83
(2.15% Exp. Ratio)
$119.22
(1.13% Exp. Ratio)
$120.27
(1.14% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$25,988.52 $35,472.57 $35,365.09
Est. savings over 30 yrs +$9,484.05 +$9,376.57
Return
As of 11/30/16
1 YR RETURN 1.56%
3 YR -0.05%
5 YR 6.90%
10 YR 3.84%
1 YR RETURN 5.40%
3 YR 4.31%
5 YR 9.86%
10 YR 7.33%
1 YR RETURN 4.46%
3 YR 1.31%
5 YR 8.16%
10 YR --
Description
The investment seeks long-term total return. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-cap companies (the "80% Policy"). The portfolio managers generally consider small-cap companies to be those companies with market capitalizations within the range of companies included in the MSCI World Small Cap Index. The market capitalization range for the MSCI World Small Cap Index was approximately $49 million to $8 billion as of December 31, 2015.
The investment seeks long term capital appreciation. The fund invests in a broad, diversified portfolio of securities of small and medium capitalization companies traded on a principal U.S. exchange or U.S. over-the-counter market, and securities of small and medium capitalization non-U.S. companies in foreign countries, including emerging market countries. Under normal circumstances, the fund invests at least 80% of its net assets, including borrowings for investment purposes, in securities of small and medium capitalization companies.
The investment seeks long term capital appreciation. The fund will invest primarily in equity securities of companies located throughout the world, including the United States. Under normal market conditions, the fund will invest at least 40% of its assets in companies organized, headquartered or doing a substantial amount of business outside the United States. The fund's managers consider a company that has at least 50% of its assets or derives at least 50% of its revenue from business outside the United States as doing a substantial amount of business outside the United States.

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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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