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JPPSX Perkins Global Value S

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Fund JPPSX Perkins Global Value S RMEAX Aspiriant Risk-Managed Global Eq Advisor DODWX Dodge & Cox Global Stock  
100% 85% 88%
Annual Fees
(1.13% Exp. Ratio)
(0.59% Exp. Ratio)
(0.63% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.49% annual return
$35,355.75 $41,631.90 $41,132.27
Est. savings over 30 yrs +$6,276.15 +$5,776.52
As of 9/30/16
1 YR RETURN 5.79%
3 YR 3.55%
5 YR 8.52%
10 YR 4.75%
1 YR RETURN 9.43%
3 YR 3.96%
5 YR --
10 YR --
1 YR RETURN 13.20%
3 YR 5.81%
5 YR 13.26%
10 YR --
The investment seeks capital appreciation. The fund pursues its investment objective by investing primarily in common stocks of companies of any size that are economically tied to countries throughout the world, including emerging markets. It normally invests in issuers from several different countries, which may include the United States. The fund may, under unusual circumstances, invest in a single country.
The investment seeks to achieve long-term capital appreciation while considering federal tax implications of investment decisions. The fund will invest at least 80% of its net assets (plus borrowings for investment purposes) in equity securities. It also will invest in securities that provide exposure to equity securities (i.e., rights, warrants, futures contracts, swaps, equity options, and investment company shares). The fund will hold a broad and diverse group of equity securities of companies in countries with developed and emerging markets.
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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