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 a closer substitute for your current allocation.
Cheapest Alternatives to GWGIX
GWGIX charges 0.87% annually. There are 65 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | GWGIX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | GWGIX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | GWGIX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | GWGIX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 32.20B | Sep 2011 | GWGIX vs VMGMX |
Best Risk-Adjusted Alternatives to GWGIX
GWGIX has a PortfoliosLab risk / return rank of 33. There are 28 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 92 | — | Dec 2016 | GWGIX vs NEEIX | |
| Needham Growth Fund | 92 | — | Jan 1996 | GWGIX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 90 | 27.60B | Aug 1995 | GWGIX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 88 | — | Oct 2000 | GWGIX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 81 | — | Nov 2004 | GWGIX vs POAGX |
Top Performing GWGIX Alternatives (YTD)
GWGIX is at 14.91% YTD. There are 28 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 59.32%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 59.32% | — | Dec 2016 | GWGIX vs NEEIX | |
| Needham Growth Fund | 59.15% | — | Jan 1996 | GWGIX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 37.12% | — | Oct 2000 | GWGIX vs TAAGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 36.21% | — | May 2007 | GWGIX vs LSHAX | |
| Essex Environmental Opportunities Fund | 30.84% | — | Sep 2017 | GWGIX vs EEOFX |
Lowest Volatility Alternatives to GWGIX
GWGIX has 17.35% 1-year volatility. There are 88 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.31%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.31% | — | May 2013 | GWGIX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.60% | — | May 2021 | GWGIX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.19% | — | May 2010 | GWGIX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.38% | — | Dec 1996 | GWGIX vs VSNGX | |
| Sparrow Growth Fund | 12.96% | — | Oct 1998 | GWGIX vs SGFFX |
Lowest Drawdown Alternatives to GWGIX
GWGIX has a 1-year max drawdown of -9.90%. There are 12 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | GWGIX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | GWGIX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | GWGIX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | GWGIX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | GWGIX vs SECUX |
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 | 13 | 19.63% | — | Jul 1992 | GWGIX vs YACKX | |
| AMG Yacktman Focused Fund | Large Cap Value Equities | 25 | 30.71% | — | May 1997 | GWGIX vs YAFFX | |
| AMG GW&K Core Bond ESG Fund | Intermediate Core Bond | 18 | -0.28% | — | Apr 1993 | GWGIX vs MBDFX | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 34 | 28.24% | — | Jan 2017 | GWGIX vs YFSIX | |
| AMG River Road Small-Mid Cap Value Fund | Small Cap Value Equities | 3 | -0.73% | — | Mar 2007 | GWGIX vs ARSMX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -7.48% | — | Jan 1991 | GWGIX vs BLUEX | |
| AMG TimesSquare Mid Cap Growth Fund | Mid Cap Growth Equities | 2 | 4.53% | — | Mar 2005 | GWGIX vs TMDIX | |
| AMG River Road Large Cap Value Select Fund | Large Cap Blend Equities | 1 | -5.24% | — | Aug 1992 | GWGIX vs MEQFX | |
| AMG River Road Small Cap Value Fund | Small Cap Value Equities | 1 | -1.26% | — | Jun 2005 | GWGIX vs ARSVX | |
| AMG GW&K Small Cap Value Fund | Small Cap Blend Equities | 23 | 17.69% | — | Apr 1987 | GWGIX vs SKSEX |
Often Compared With GWGIX
Investors most often compare GWGIX with EISMX, FOCSX, FXAIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare GWGIX with Any Fund or Stock
Compare GWGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GWGIX with funds that move differently
AMG GW&K Small/Mid Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GWGIX.
Explore GWGIX Diversifiers