Investment Test Drive

JOGEX JOHCM Global Equity I

4 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
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Fund JOGEX JOHCM Global Equity I VHGEX Vanguard Global Equity Inv JORNX Janus Global Select T  
100% 86% 87%
Annual Fees
(1.18% Exp. Ratio)
(0.57% Exp. Ratio)
(0.92% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$34,892.66 $41,967.37 $37,754.48
Est. savings over 30 yrs +$7,074.71 +$2,861.82
As of 12/31/16
1 YR RETURN 2.29%
3 YR 0.27%
5 YR --
10 YR --
1 YR RETURN 6.57%
3 YR 3.50%
5 YR 11.09%
10 YR 3.54%
1 YR RETURN 3.31%
3 YR 1.75%
5 YR 6.86%
10 YR 3.52%
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its assets in equity securities of U.S. and foreign companies. It can invest without limit in foreign securities and can invest in any country, including countries with developing or emerging markets. The fund normally will invest in at least three countries with at least 40% of its assets invested in countries other than the U.S. It may invest at least 30% of its assets outside the U.S. when market conditions are unfavorable. Typically, the fund invests in a number of different countries.
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 capital. The fund pursues its investment objective by normally investing primarily in a core group of 40-70 domestic and foreign common stocks selected for their growth potential and normally investing at least 40% of its net assets in securities of issuers or companies that are economically tied to different countries throughout the world, excluding 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.


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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