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WSCOX Wells Fargo Small Cap Opportunities Inst

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Fund WSCOX Wells Fargo Small Cap Opportunities Inst VTMSX Vanguard Tax-Managed Small Cap Adm SMLV SPDR® Russell 2000 Low Volatility ETF  
100% 91% 87%
Annual Fees
(0.96% Exp. Ratio)
(0.11% Exp. Ratio)
(0.12% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.71% annual return
$39,664.78 $51,256.21 $51,102.50
Est. savings over 30 yrs +$11,591.43 +$11,437.72
As of 9/30/16
1 YR RETURN 14.51%
3 YR 8.47%
5 YR 15.63%
10 YR 8.67%
1 YR RETURN 17.16%
3 YR 8.99%
5 YR 17.74%
10 YR 8.77%
1 YR RETURN 17.18%
3 YR 10.76%
5 YR --
10 YR --
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests: at least 80% of the fund's net assets in equity securities of small-capitalization companies. It invests principally in equity securities of small-capitalization companies, which the managers define as companies within the range of the Russell 2500TM Index at the time of purchase.
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.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Russell 2000® Low Volatility Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. It will provide shareholders with at least 60 days' notice prior to any material change in this 80% investment policy. The index includes small cap U.S. equity securities and is designed to capture stocks with low volatility. Volatility is a measure of a security's variability in total returns based on its historic behavior. The fund is non-diversified.

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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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