Wasatch Small Cap Growth Fund (WAAEX) 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 WAAEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WAAEX
WAAEX charges 1.12% annually. There are 91 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 | WAAEX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | WAAEX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | WAAEX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | WAAEX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | WAAEX vs VISGX |
Best Risk-Adjusted Alternatives to WAAEX
WAAEX has a PortfoliosLab risk / return rank of 3. There are 160 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | WAAEX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 89 | — | Dec 2016 | WAAEX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | WAAEX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 87 | — | Nov 2013 | WAAEX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | — | Dec 1995 | WAAEX vs OBMCX |
Top Performing WAAEX Alternatives (YTD)
WAAEX is at 3.26% YTD. There are 156 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 65.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 65.50% | — | Dec 2016 | WAAEX vs NESIX | |
| Needham Small Cap Growth Fund | 64.97% | — | May 2002 | WAAEX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 44.90% | — | Dec 2016 | WAAEX vs NEAIX | |
| Needham Aggressive Growth Fund | 44.61% | — | Sep 2001 | WAAEX vs NEAGX | |
| Oberweis Micro Cap Fund | 42.82% | — | Dec 1995 | WAAEX vs OBMCX |
Lowest Volatility Alternatives to WAAEX
WAAEX has 19.36% 1-year volatility. There are 47 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.64% | — | Nov 1995 | WAAEX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.34% | — | Jul 2011 | WAAEX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | WAAEX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | WAAEX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | WAAEX vs NBGIX |
Lowest Drawdown Alternatives to WAAEX
WAAEX has a 1-year max drawdown of -16.60%. There are 134 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 | WAAEX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | WAAEX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | WAAEX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | WAAEX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | WAAEX vs RFIMX |
Other Mutual Funds from Wasatch
The 10 most viewed Wasatch mutual funds shown here include WGROX, WAINX, WMICX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wasatch Core Growth Fund | Small Cap Growth Equities | 3 | 5.39% | — | Dec 1986 | WAAEX vs WGROX | |
| Wasatch Emerging India Fund | India Equities, Asia Pacific Equities | 1 | -0.48% | — | Apr 2011 | WAAEX vs WAINX | |
| Wasatch Micro Cap Fund | Small Cap Growth Equities | 48 | 15.69% | — | Jun 1995 | WAAEX vs WMICX | |
| Wasatch Ultra Growth Fund | Small Cap Growth Equities | 23 | 12.61% | — | Aug 1992 | WAAEX vs WAMCX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 93 | 13.67% | — | Sep 1996 | WAAEX vs FMIEX | |
| Wasatch Micro Cap Value Fund | Small Cap Growth Equities | 48 | 17.52% | — | Jul 2003 | WAAEX vs WAMVX | |
| Wasatch Emerging Markets Small Cap Fund | Emerging Markets Diversified | 38 | 18.24% | — | Sep 2007 | WAAEX vs WAEMX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Diversified | 10 | 6.86% | — | Dec 2012 | WAAEX vs WAESX | |
| Wasatch Small Cap Value Fund | Small Cap Blend Equities | 13 | 12.17% | — | Dec 1997 | WAAEX vs WMCVX | |
| Wasatch Frontier Emerging Small Countries Fund | Emerging Markets Diversified | 2 | 3.61% | — | Jan 2012 | WAAEX vs WAFMX |
Often Compared With WAAEX
Investors most often compare WAAEX with OBSOX, INDEX, FCPGX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare WAAEX with Any Fund or Stock
Compare WAAEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WAAEX with funds that move differently
Wasatch Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WAAEX.
Explore WAAEX Diversifiers