WAMCX Alternatives & Similar Mutual Funds

Wasatch Ultra Growth Fund (WAMCX) 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 WAMCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to WAMCX

WAMCX charges 1.16% annually. There are 98 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
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	WAMCX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	42.80B	May 2000	WAMCX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	42.80B	Sep 2011	WAMCX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	WAMCX vs VRTGX
VISGX	Vanguard Small Cap Growth Index Fund	0.19%	—	May 1998	WAMCX vs VISGX

Best Risk-Adjusted Alternatives to WAMCX

WAMCX has a PortfoliosLab risk / return rank of 12. There are 131 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	95	—	Dec 2016	WAMCX vs NESIX
NESGX	Needham Small Cap Growth Fund	95	—	May 2002	WAMCX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	94	—	Dec 2016	WAMCX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	94	—	Sep 2001	WAMCX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	90	—	Dec 1995	WAMCX vs OBMCX

Top Performing WAMCX Alternatives (YTD)

WAMCX is at 7.13% YTD. There are 136 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 82.25%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	82.25%	—	Dec 2016	WAMCX vs NESIX
NESGX	Needham Small Cap Growth Fund	81.77%	—	May 2002	WAMCX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	59.81%	—	Dec 2016	WAMCX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	59.55%	—	Sep 2001	WAMCX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	45.67%	—	Dec 1995	WAMCX vs OBMCX

Lowest Volatility Alternatives to WAMCX

WAMCX has 21.33% 1-year volatility. There are 101 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.15%.

Symbol	Name	Volatility 1Y	AUM	Inception
EMCAX	Empiric 2500 Fund	14.15%	—	Nov 1995	WAMCX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.15%	—	Jul 2011	WAMCX vs CMCIX
NBGNX	Neuberger Berman Genesis Fund	16.04%	—	Sep 1988	WAMCX vs NBGNX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	16.04%	—	Jul 1999	WAMCX vs NBGIX
ETEGX	Eaton Vance Small-Cap Fund	16.05%	—	Jan 1997	WAMCX vs ETEGX

Lowest Drawdown Alternatives to WAMCX

WAMCX has a 1-year max drawdown of -16.89%. There are 137 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
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	WAMCX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	WAMCX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	WAMCX vs WMKSX
EMCAX	Empiric 2500 Fund	-8.60%	—	Nov 1995	WAMCX vs EMCAX
RFIMX	Ranger Micro Cap Fund	-9.11%	—	Jun 2018	WAMCX vs RFIMX

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
WGROX	Wasatch Core Growth Fund	Small Cap Growth Equities	3	3.76%	—	Dec 1986	WAMCX vs WGROX
WAINX	Wasatch Emerging India Fund	Asia Pacific Equities	1	-10.58%	—	Apr 2011	WAMCX vs WAINX
WMICX	Wasatch Micro Cap Fund	Small Cap Growth Equities	32	13.73%	—	Jun 1995	WAMCX vs WMICX
WAMVX	Wasatch Micro Cap Value Fund	Small Cap Growth Equities	33	13.63%	—	Jul 2003	WAMCX vs WAMVX
WAAEX	Wasatch Small Cap Growth Fund	Small Cap Growth Equities	2	-1.44%	—	Dec 1986	WAMCX vs WAAEX
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	89	13.17%	—	Sep 1996	WAMCX vs FMIEX
WAEMX	Wasatch Emerging Markets Small Cap Fund	Emerging Markets Diversified	61	24.12%	—	Sep 2007	WAMCX vs WAEMX
WAESX	Wasatch Emerging Markets Select Fund	Emerging Markets Diversified	9	6.04%	—	Dec 2012	WAMCX vs WAESX
WMCVX	Wasatch Small Cap Value Fund	Small Cap Blend Equities	11	8.71%	—	Dec 1997	WAMCX vs WMCVX
WAFMX	Wasatch Frontier Emerging Small Countries Fund	Emerging Markets Diversified	2	3.06%	—	Jan 2012	WAMCX vs WAFMX

Often Compared With WAMCX

Investors most often compare WAMCX with FCPVX, BWBIX, FOCPX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FCPVX	Fidelity Small Cap Value Fund	Small Cap Value Equities	59	19.20%	—	Nov 2004	WAMCX vs FCPVX
BWBIX	Baron WealthBuilder Fund	Diversified Portfolio	11	0.74%	—	Dec 2017	WAMCX vs BWBIX
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	93	27.59%	—	Dec 1984	WAMCX vs FOCPX
VIOG	Vanguard S&P Small-Cap 600 Growth ETF	Small Cap Growth Equities	49	15.37%	966.30M	Sep 2010	WAMCX vs VIOG
TRBCX	T. Rowe Price Blue Chip Growth Fund	Large Cap Growth Equities	19	5.48%	—	Jun 1993	WAMCX vs TRBCX
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	WAMCX vs SPY
GPMCX	Grandeur Peak Global Micro Cap Fund	Foreign Small & Mid Cap Equities	5	0.71%	—	Oct 2015	WAMCX vs GPMCX
QQQ	Invesco QQQ ETF	Nasdaq-100	73	21.30%	493.99B	Mar 1999	WAMCX vs QQQ
FELAX	Fidelity Advisor Semiconductors Fund Class A	Technology Equities	97	84.79%	—	Dec 2000	WAMCX vs FELAX
WAIOX	Wasatch International Opportunities Fund	Foreign Small & Mid Cap Equities	2	9.50%	—	Jan 2005	WAMCX vs WAIOX
WAGSX	Wasatch Global Select Fund	Global Equities	2	2.12%	—	Sep 2019	WAMCX vs WAGSX
WAGOX	Wasatch Global Opportunities Fund	Global Equities	3	4.80%	—	Nov 2008	WAMCX vs WAGOX
WALSX	Wasatch Long/Short Alpha Fund	Long-Short	2	5.30%	—	Sep 2021	WAMCX vs WALSX
WHOSX	Wasatch-Hoisington U.S. Treasury Fund	Government Bonds	6	-1.05%	—	Dec 1986	WAMCX vs WHOSX
WAIGX	Wasatch International Growth Fund	Foreign Small & Mid Cap Equities	5	10.24%	—	Jun 2002	WAMCX vs WAIGX
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	88	37.34%	—	Jan 2003	WAMCX vs HRSMX
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	75	35.59%	—	Mar 2011	WAMCX vs CTSIX
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	4	17.73%	—	Mar 2000	WAMCX vs KSCOX
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	37	11.41%	—	Feb 2005	WAMCX vs JANIX
PNSAX	Putnam Small Cap Growth Fund	Small Cap Growth Equities	30	19.33%	—	Dec 1997	WAMCX vs PNSAX

Compare WAMCX with Any Fund or Stock

Compare WAMCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair WAMCX with funds that move differently

Wasatch Ultra Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WAMCX.

Explore WAMCX Diversifiers

Wasatch Ultra Growth Fund (WAMCX) Alternatives