Investment Test Drive

WMICX Wasatch Micro Cap

12 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund WMICX Wasatch Micro Cap FYC First Trust Small Cap Gr AlphaDEX® ETF JATTX Janus Triton T  
100% 86% 88%
Annual Fees
(1.90% Exp. Ratio)
(0.70% Exp. Ratio)
(0.92% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$28,979.93 $41,735.40 $39,048.75
Est. savings over 30 yrs +$12,755.47 +$10,068.81
As of 9/30/16
1 YR RETURN 16.04%
3 YR 5.65%
5 YR 14.74%
10 YR 5.76%
1 YR RETURN 16.13%
3 YR 7.18%
5 YR 15.72%
10 YR --
1 YR RETURN 16.09%
3 YR 9.74%
5 YR 16.89%
10 YR 12.03%
The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities of micro-capitalization companies. The adviser considers a company to be a micro-capitalization company if its market capitalization, at the time of purchase, is less than the larger of $1.5 billion or the market capitalization of the largest company in the Russell Microcap Index. It may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies in developed or emerging markets.
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Nasdaq AlphaDEX(R) Small Cap Growth Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in common stocks that comprise the index. The index is designed to select growth stocks from the NASDAQ US 700 Small Cap Index (the "base index") that may generate positive alpha, or risk adjusted returns, relative to traditional indices through the use of the AlphaDEX(R) selection methodology.
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.


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!