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RWIHX American Funds Capital World Gr&Inc R5E

6 lower fee alternatives found

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Fund RWIHX American Funds Capital World Gr&Inc R5E FIEG DB FI Enhanced Global High Yield ETN ACWV iShares Edge MSCI Min Vol Global  
Similarity
?
100% 96% 86%
Annual Fees
?
$67.52
(0.64% Exp. Ratio)
$10.55
(0.10% Exp. Ratio)
$21.10
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$41,142.60 $48,407.08 $46,974.32
Est. savings over 30 yrs +$7,264.48 +$5,831.72
Return
As of 11/30/16
1 YR RETURN 2.54%
3 YR 2.85%
5 YR 9.53%
10 YR 4.51%
1 YR RETURN 8.56%
3 YR 4.18%
5 YR --
10 YR --
1 YR RETURN 6.51%
3 YR 6.69%
5 YR 9.96%
10 YR --
Description
The investment seeks long-term growth of capital while providing current income. The fund invests primarily in common stocks of well-established companies located around the world, many of which have the potential to pay dividends. It invests, on a global basis, in common stocks that are denominated in U.S. dollars or other currencies. Under normal market circumstances, the fund will invest a significant portion of its assets in securities of issuers domiciled outside the United States, including those based in developing countries.
FI Enhanced Global High Yield Exchange Traded Notes Linked to the MSCI World High Dividend Yield USD Gross Total Return Index due October 12, 2023 (the “securities”).
The investment seeks to track the investment results of the MSCI ACWI Minimum Volatility (USD) Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index measures the combined performance of equity securities in both emerging and developed markets that in aggregate have lower volatility.

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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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