AMG GW&K Small/Mid Cap Growth Fund (ACWDX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ACWDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ACWDX
ACWDX charges 1.00% annually. There are 62 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | ACWDX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | ACWDX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | ACWDX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | ACWDX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | ACWDX vs VISGX |
Best Risk-Adjusted Alternatives to ACWDX
ACWDX has a PortfoliosLab risk / return rank of 14. There are 131 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | ACWDX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 89 | — | Dec 2016 | ACWDX vs NESIX | |
| Driehaus Micro Cap Growth Fund | 88 | — | Nov 2013 | ACWDX vs DMCRX | |
| Needham Small Cap Growth Fund | 88 | — | May 2002 | ACWDX vs NESGX | |
| Hood River Small-Cap Growth Fund | 85 | — | Jan 2003 | ACWDX vs HRSMX |
Top Performing ACWDX Alternatives (YTD)
ACWDX is at 15.39% YTD. There are 98 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 64.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 64.67% | — | Dec 2016 | ACWDX vs NESIX | |
| Needham Small Cap Growth Fund | 64.14% | — | May 2002 | ACWDX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 45.62% | — | Dec 2016 | ACWDX vs NEAIX | |
| Needham Aggressive Growth Fund | 45.33% | — | Sep 2001 | ACWDX vs NEAGX | |
| Oberweis Micro Cap Fund | 41.71% | — | Dec 1995 | ACWDX vs OBMCX |
Lowest Volatility Alternatives to ACWDX
ACWDX has 22.28% 1-year volatility. There are 99 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.65% | — | Nov 1995 | ACWDX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | ACWDX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.31% | — | Jan 1997 | ACWDX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.34% | — | Sep 1988 | ACWDX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.35% | — | Jul 1999 | ACWDX vs NBGIX |
Lowest Drawdown Alternatives to ACWDX
ACWDX has a 1-year max drawdown of -14.99%. There are 118 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | ACWDX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | ACWDX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | ACWDX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | ACWDX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | ACWDX vs RFIMX |
Other Mutual Funds from AMG
The 10 most viewed AMG mutual funds shown here include YACKX, YAFFX, MBDFX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 87 | 15.31% | — | Jul 1992 | ACWDX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 85 | 21.60% | — | May 1997 | ACWDX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 15 | -0.73% | — | Apr 1993 | ACWDX vs MBDFX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 18 | 20.64% | — | Jan 2017 | ACWDX vs YFSIX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 6 | 7.87% | — | Mar 2007 | ACWDX vs ARSMX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -4.19% | — | Jan 1991 | ACWDX vs BLUEX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 3 | 8.37% | — | Jun 2005 | ACWDX vs ARSVX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 6.38% | — | Mar 2005 | ACWDX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -1.43% | — | Aug 1992 | ACWDX vs MEQFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 31 | 23.03% | — | Apr 1987 | ACWDX vs SKSEX |
Often Compared With ACWDX
Investors most often compare ACWDX with FNWFX, SPMO, SSSFX. These 19 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare ACWDX with Any Fund or Stock
Compare ACWDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ACWDX with funds that move differently
AMG GW&K Small/Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ACWDX.
Explore ACWDX Diversifiers