Investment Test Drive

WAAEX Wasatch Small Cap Growth Investor

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 WAAEX Wasatch Small Cap Growth Investor OTCFX T. Rowe Price Small-Cap Stock JATTX Janus Triton T  
Similarity
?
100% 87% 89%
Annual Fees
?
$128.81
(1.22% Exp. Ratio)
$95.03
(0.90% Exp. Ratio)
$97.14
(0.92% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.59% annual return
$35,332.50 $38,932.60 $38,697.57
Est. savings over 30 yrs +$3,600.09 +$3,365.07
Return
As of 10/31/16
1 YR RETURN 3.63%
3 YR 3.22%
5 YR 9.62%
10 YR 7.26%
1 YR RETURN 4.98%
3 YR 5.11%
5 YR 12.49%
10 YR 8.18%
1 YR RETURN 3.83%
3 YR 7.46%
5 YR 12.84%
10 YR 10.68%
Description
The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests primarily in small growth 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 provide long-term capital growth. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in stocks of small companies. The manager defines a small company as one whose market capitalization falls (i) within or below the current range of companies in either the Russell 2000 Index or the S&P SmallCap 600 Index or (ii) below the three-year average maximum market cap of companies in either index as of December 31 of the three preceding years.
The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential. In pursuing that objective, it invests in equity securities of small- and medium-sized companies. Generally, small- and medium-sized companies have a market capitalization of less than $10 billion. Market capitalization is a commonly used measure of the size and value of a company. The fund may also invest in foreign securities, which may include investments in emerging markets.

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!