Investment Test Drive

IBIIX Ivy Global Equity Income I

7 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund IBIIX Ivy Global Equity Income I VHGEX Vanguard Global Equity Inv DODWX Dodge & Cox Global Stock  
100% 85% 87%
Annual Fees
(1.05% Exp. Ratio)
(0.57% Exp. Ratio)
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.49% annual return
$36,224.13 $41,883.91 $41,132.27
Est. savings over 30 yrs +$5,659.78 +$4,908.14
As of 9/30/16
1 YR RETURN 7.19%
3 YR 4.59%
5 YR --
10 YR --
1 YR RETURN 12.11%
3 YR 6.38%
5 YR 12.54%
10 YR 4.51%
1 YR RETURN 13.20%
3 YR 5.81%
5 YR 13.26%
10 YR --
The investment seeks to provide total return through a combination of current income and capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities. Under normal circumstances, it invests at least 40% (or, if the advisor deems it warranted by market conditions, at least 30%) of its total assets in securities of non-U.S. issuers. Under normal circumstances, the fund will allocate its assets among at least three different countries (one of which may be the United States).
The investment seeks long-term capital appreciation. The fund invests primarily in U.S. and foreign equity securities chosen mainly on the basis of bottom-up stock analysis. It typically invests across a wide range of industries, and its holdings are expected to represent a mix of value and growth stocks, as well as a mix of developed and emerging markets stocks, across the capitalization spectrum. Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities. The fund uses multiple investment advisors.
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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