Investment Test Drive

WMCVX Wasatch Small Cap Value

8 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ? ALTERNATIVE
Fund WMCVX Wasatch Small Cap Value IJR iShares Core S&P Small-Cap VTMSX Vanguard Tax-Managed Small Cap Adm  
Similarity
?
100% 89% 90%
Annual Fees
?
$127.91
(1.21% Exp. Ratio)
$7.40
(0.07% Exp. Ratio)
$11.63
(0.11% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$36,697.59 $51,775.54 $51,157.39
Est. savings over 30 yrs +$15,077.95 +$14,459.80
Return
As of 11/30/16
1 YR RETURN 12.40%
3 YR 8.30%
5 YR 15.05%
10 YR 6.69%
1 YR RETURN 16.59%
3 YR 8.75%
5 YR 16.11%
10 YR 8.60%
1 YR RETURN 15.92%
3 YR 8.79%
5 YR 16.03%
10 YR 8.73%
Description
The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests primarily in small companies. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities of small-capitalization companies. Equity securities include common stock, preferred stock and securities convertible into common stock, warrants and rights, and other securities with equity characteristics. The fund may invest up to 20% of its total assets at the time of purchase in securities issued by foreign companies in developed or emerging markets.
The investment seeks to track the investment results of the S&P SmallCap 600® (the "underlying index"), which measures the performance of the small-capitalization sector of the U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It may invest the remainder of its assets in certain futures, options and swap contracts, cash and cash equivalents, as well as in securities not included in the underlying index, but which the advisor believes will help the fund track the underlying index.
The investment seeks to provide a tax-efficient investment return consisting of long-term capital appreciation. The fund purchases stocks included in the Standard & Poor's SmallCap 600 Index-an index that is made up of stocks of smaller U.S. companies-in approximately the same proportions as in the index. To improve tax efficiency, it may limit investments in index securities that have undesirable tax characteristics, and may continue to hold securities no longer included in the index.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

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.

+

Your Feedback has been sent successfully!