Wasatch Emerging Markets Small Cap Fund (WAEMX) belongs to the Emerging Markets Diversified category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WAEMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WAEMX
WAEMX charges 1.91% annually. There are 167 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | WAEMX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | WAEMX vs FPADX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | WAEMX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | WAEMX vs SSKEX | |
| TIAA-CREF Emerging Markets Equity Index Fund | 0.19% | — | Aug 2010 | WAEMX vs TEQLX |
Best Risk-Adjusted Alternatives to WAEMX
WAEMX has a PortfoliosLab risk / return rank of 59. There are 132 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 97 | — | Jun 1996 | WAEMX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 96 | — | Nov 2021 | WAEMX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 95 | — | Jan 2018 | WAEMX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 94 | — | Oct 2021 | WAEMX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 93 | — | Jan 2019 | WAEMX vs LVAZX |
Top Performing WAEMX Alternatives (YTD)
WAEMX is at 22.94% YTD. There are 88 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 125.98%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 125.98% | — | Jun 1996 | WAEMX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 75.65% | — | Nov 2021 | WAEMX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 57.98% | — | Jan 2018 | WAEMX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 44.54% | — | Oct 2021 | WAEMX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 40.89% | — | Jan 1994 | WAEMX vs GTDDX |
Lowest Volatility Alternatives to WAEMX
WAEMX has 18.58% 1-year volatility. There are 55 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 11.19%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 11.19% | — | Oct 2011 | WAEMX vs ESCIX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.54% | — | Dec 2013 | WAEMX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.57% | — | Dec 2016 | WAEMX vs GQGPX | |
| The Cook & Bynum Fund | 11.91% | — | Jun 2009 | WAEMX vs COBYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | 12.07% | — | Dec 2020 | WAEMX vs BADEX |
Lowest Drawdown Alternatives to WAEMX
WAEMX has a 1-year max drawdown of -7.89%. There is 1 mutual fund in the Emerging Markets Diversified category with a shallower 1-year drawdown, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | WAEMX vs ESCIX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | WAEMX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | WAEMX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | WAEMX vs GQGPX | |
| Schwab Fundamental Emerging Markets Equity Index F... | -9.45% | — | Jan 2008 | WAEMX vs SFENX |
Other Mutual Funds from Wasatch
The 10 most viewed Wasatch mutual funds shown here include WGROX, WAINX, WMICX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wasatch Core Growth Fund | Small Cap Growth Equities | 3 | 2.95% | — | Dec 1986 | WAEMX vs WGROX | |
| Wasatch Emerging India Fund | Asia Pacific Equities | 1 | -2.40% | — | Apr 2011 | WAEMX vs WAINX | |
| Wasatch Micro Cap Fund | Small Cap Growth Equities | 36 | 15.69% | — | Jun 1995 | WAEMX vs WMICX | |
| Wasatch Ultra Growth Fund | Small Cap Growth Equities | 14 | 8.66% | — | Aug 1992 | WAEMX vs WAMCX | |
| Wasatch Micro Cap Value Fund | Small Cap Growth Equities | 42 | 17.27% | — | Jul 2003 | WAEMX vs WAMVX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 86 | 11.36% | — | Sep 1996 | WAEMX vs FMIEX | |
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | 2 | -1.10% | — | Dec 1986 | WAEMX vs WAAEX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Diversified | 12 | 6.92% | — | Dec 2012 | WAEMX vs WAESX | |
| Wasatch Small Cap Value Fund | Small Cap Blend Equities | 13 | 11.38% | — | Dec 1997 | WAEMX vs WMCVX | |
| Wasatch Frontier Emerging Small Countries Fund | Emerging Markets Diversified | 4 | 3.61% | — | Jan 2012 | WAEMX vs WAFMX |
Often Compared With WAEMX
Investors most often compare WAEMX with SGIIX, CMNIX, GPMCX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare WAEMX with Any Fund or Stock
Compare WAEMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WAEMX with funds that move differently
Wasatch Emerging Markets Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WAEMX.
Explore WAEMX Diversifiers