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MUNDX Mundoval

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Fund MUNDX Mundoval FIGY Barclays ETN+ FI Enhanced Glb Hi Yld VHGEX Vanguard Global Equity Inv  
100% 95% 87%
Annual Fees
(1.51% Exp. Ratio)
(0.64% Exp. Ratio)
(0.57% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.49% annual return
$31,505.54 $41,017.61 $41,893.44
Est. savings over 30 yrs +$9,512.06 +$10,387.90
As of 9/30/16
1 YR RETURN 8.33%
3 YR 0.94%
5 YR 9.51%
10 YR 3.89%
1 YR RETURN 28.97%
3 YR 9.11%
5 YR --
10 YR --
1 YR RETURN 12.11%
3 YR 6.38%
5 YR 12.54%
10 YR 4.51%
The investment seeks long-term capital appreciation. Under normal market conditions the fund invests primarily in common stocks of domestic and foreign large capitalization companies. Large capitalization companies are those with a market capitalization of $10 billion or more. The fund's foreign investments consist primarily of American Depositary Receipts ("ADRs"). ADRs are certificates issued by a U.S. bank that represent a certain amount of shares of a foreign company on a foreign or U.S. based stock exchange. The fund's investment strategy focuses on value style investing.
Barclays ETN+ FI Enhanced Global High Yield Exchange Traded Notes (the “ETNs”) that Barclays Bank PLC may issue from time to time are linked to a leveraged participation in the performance of the MSCI World High Dividend Yield USD Gross Total Return Index (the “Index”). The ETNs seek to approximate the returns that might be available to investors through a leveraged “long” investment in the Index. The Index is designed to track the performance of large and mid cap stocks (excluding REITS) across 24 developed markets countries tracked by the MSCI World Index.
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.

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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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