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ESPHX Wells Fargo Special Small Cap Value R

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Fund ESPHX Wells Fargo Special Small Cap Value R XSLV PowerShares S&P SmallCap Low Volatil ETF  
100% 89%
Annual Fees
(1.60% Exp. Ratio)
(0.25% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.66% annual return
$32,105.49 $48,318.50
Est. savings over 30 yrs +$16,213.01
As of 9/30/16
1 YR RETURN 19.41%
3 YR 9.68%
5 YR 16.65%
10 YR 6.85%
1 YR RETURN 22.42%
3 YR 12.95%
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 with market capitalizations within the range of the Russell 2000® Index at the time of purchase.
The investment seeks investment results that generally correspond (before fees and expenses) to the price and yield of the S&P SmallCap 600® Low Volatility Index. The fund generally will invest at least 90% of its total assets in common stocks that comprise the underlying index. Strictly in accordance with its procedures and mandated guidelines, S&P DJI selects for inclusion in the underlying index the 120 securities that it has determined have the lowest volatility over the past 12 months out of the 600 small capitalization range securities that are contained in the S&P SmallCap 600® Index. It 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

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