Wasatch Emerging Markets Small Cap Fund (WAEMX) belongs to the Emerging Markets Equities 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 206 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | WAEMX vs FEMSX | |
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | WAEMX vs FHKFX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | WAEMX vs VEMIX | |
| 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 |
Best Risk-Adjusted Alternatives to WAEMX
WAEMX has a PortfoliosLab risk / return rank of 34. There are 182 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio Class R6 | 96 | — | — | WAEMX vs RLEMX | |
| Lazard Emerging Markets Equity Portfolio | 95 | — | Jul 1994 | WAEMX vs LZEMX | |
| Delaware Emerging Markets Fund | 92 | — | Jun 1996 | WAEMX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 92 | — | Jun 1996 | WAEMX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 92 | — | Jun 1996 | WAEMX vs DEMCX |
Top Performing WAEMX Alternatives (YTD)
WAEMX is at 13.53% YTD. There are 168 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 77.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 77.44% | — | Jun 1996 | WAEMX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 77.19% | — | Jun 1996 | WAEMX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 76.42% | — | Jun 1996 | WAEMX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 55.40% | — | Nov 2021 | WAEMX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 40.55% | — | Oct 2021 | WAEMX vs GMAQX |
Lowest Volatility Alternatives to WAEMX
WAEMX has 19.96% 1-year volatility. There are 73 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.86% | — | Dec 2016 | WAEMX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | WAEMX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | WAEMX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | WAEMX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | WAEMX vs FGKPX |
Lowest Drawdown Alternatives to WAEMX
WAEMX has a 1-year max drawdown of -13.82%. There are 102 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, 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 | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | WAEMX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | WAEMX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | WAEMX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | WAEMX vs COBYX |
Other Mutual Funds from Wasatch
The 10 most viewed Wasatch mutual funds shown here include WGROX, WAINX, FMIEX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wasatch Core Growth Fund | Small Cap Growth Equities | 3 | 5.28% | — | Dec 1986 | WAEMX vs WGROX | |
| Wasatch Emerging India Fund | India Equities, Asia Pacific Equities | 3 | 1.20% | — | Apr 2011 | WAEMX vs WAINX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 97 | 18.42% | — | Sep 1996 | WAEMX vs FMIEX | |
| Wasatch Ultra Growth Fund | Small Cap Growth Equities | 26 | 10.58% | — | Aug 1992 | WAEMX vs WAMCX | |
| Wasatch Micro Cap Fund | Small Cap Growth Equities | 42 | 13.38% | — | Jun 1995 | WAEMX vs WMICX | |
| Wasatch Micro Cap Value Fund | Small Cap Growth Equities | 44 | 15.57% | — | Jul 2003 | WAEMX vs WAMVX | |
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | 4 | 2.81% | — | Dec 1986 | WAEMX vs WAAEX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Equities | 24 | 7.14% | — | Dec 2012 | WAEMX vs WAESX | |
| Wasatch Small Cap Value Fund | Small Cap Blend Equities | 20 | 13.95% | — | Dec 1997 | WAEMX vs WMCVX | |
| Wasatch Frontier Emerging Small Countries Fund | Emerging Markets Equities | 2 | 0.56% | — | Jan 2012 | WAEMX vs WAFMX |
Often Compared With WAEMX
Investors most often compare WAEMX with SGIIX, GPMCX, CMNIX. These 20 comparison targets span 4 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