AMG GW&K Small/Mid Cap Fund (GWGIX) Alternatives
AMG GW&K Small/Mid Cap Fund (GWGIX) belongs to the Mid 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 GWGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to GWGIX
GWGIX charges 0.87% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among GWGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | GWGIX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | GWGIX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | GWGIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | GWGIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | GWGIX vs VMGMX |
Best Risk-Adjusted Alternatives to GWGIX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | GWGIX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | GWGIX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | GWGIX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | GWGIX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | GWGIX vs BFGIX |
Top Performing GWGIX Alternatives (YTD)
GWGIX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | GWGIX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | GWGIX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | GWGIX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | GWGIX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | GWGIX vs NEEGX |
Lowest Volatility Alternatives to GWGIX
GWGIX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | GWGIX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | GWGIX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | GWGIX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | GWGIX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | GWGIX vs VSNGX |
Lowest Drawdown Alternatives to GWGIX
GWGIX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | GWGIX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | GWGIX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | GWGIX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | GWGIX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | GWGIX vs VLEQX |
Other Mutual Funds from AMG
Most popular AMG mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AMG Yacktman Fund | Large Cap Value Equities | 10 | 4.19% | Jul 6, 1992 | GWGIX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 21 | 8.59% | May 1, 1997 | GWGIX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 41 | -0.93% | Apr 30, 1993 | GWGIX vs MBDFX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | -10.97% | Mar 4, 2005 | GWGIX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -6.16% | Aug 14, 1992 | GWGIX vs MEQFX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 2 | -4.60% | Jun 28, 2005 | GWGIX vs ARSVX | |
| AMG River Road Mid Cap Value Fund | Mid Cap Value Equities | 3 | -4.28% | Sep 19, 1994 | GWGIX vs CHTTX | |
| AMG Boston Common Global Impact Fund | Large Cap Growth Equities | 70 | -3.89% | Dec 30, 1985 | GWGIX vs BRWIX | |
| SouthernSun Small Cap | Small Cap Blend Equities | 43 | 2.36% | Oct 1, 2003 | GWGIX vs SSSFX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 11 | 1.27% | Apr 23, 1987 | GWGIX vs SKSEX |
Often Compared With GWGIX
What investors most often compare with GWGIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Eaton Vance Atlanta Capital SMID-Cap Fund | Mid Cap Growth Equities | 2 | -6.70% | Apr 30, 2002 | GWGIX vs EISMX | |
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | GWGIX vs FXAIX | |
| Fidelity Small Cap Growth K6 Fund | Small Cap Growth Equities | 35 | -5.28% | May 25, 2017 | GWGIX vs FOCSX | |
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 65 | -4.01% | Jun 27, 2016 | GWGIX vs VTI |
Compare GWGIX with Any Fund or Stock
Compare GWGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.