Wasatch Ultra Growth Fund (WAMCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to WAMCX
WAMCX charges 1.16% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among WAMCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | WAMCX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | WAMCX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | WAMCX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | WAMCX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | WAMCX vs VISGX |
Best Risk-Adjusted Alternatives to WAMCX
Among mutual funds in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | WAMCX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | WAMCX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | WAMCX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | WAMCX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | WAMCX vs HRSMX |
Top Performing WAMCX Alternatives (YTD)
WAMCX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | WAMCX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | WAMCX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | WAMCX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | WAMCX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | WAMCX vs OBMCX |
Lowest Volatility Alternatives to WAMCX
WAMCX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | WAMCX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | WAMCX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | WAMCX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | WAMCX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | WAMCX vs ETEGX |
Lowest Drawdown Alternatives to WAMCX
WAMCX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | WAMCX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | WAMCX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | WAMCX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | WAMCX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | WAMCX vs CTSIX |
Other Mutual Funds from Wasatch
Most popular Wasatch mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Wasatch Core Growth Fund | Small Cap Growth Equities | 2 | -8.56% | Dec 8, 1986 | WAMCX vs WGROX | |
| Wasatch Emerging India Fund | Asia Pacific Equities | 0 | -20.19% | Apr 25, 2011 | WAMCX vs WAINX | |
| Wasatch Micro Cap Fund | Small Cap Growth Equities | 39 | -6.11% | Jun 19, 1995 | WAMCX vs WMICX | |
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | 3 | -10.54% | Dec 8, 1986 | WAMCX vs WAAEX | |
| Wasatch Micro Cap Value Fund | Small Cap Growth Equities | 34 | -4.87% | Jul 28, 2003 | WAMCX vs WAMVX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Diversified | 8 | -8.40% | Dec 12, 2012 | WAMCX vs WAESX | |
| Wasatch Small Cap Value Fund | Small Cap Blend Equities | 10 | -1.67% | Dec 17, 1997 | WAMCX vs WMCVX | |
| Wasatch Emerging Markets Small Cap Fund | Emerging Markets Diversified | 67 | 2.94% | Sep 30, 2007 | WAMCX vs WAEMX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | WAMCX vs FMIEX | |
| Wasatch Frontier Emerging Small Countries Fund | Emerging Markets Diversified | 3 | -5.83% | Jan 30, 2012 | WAMCX vs WAFMX |
Often Compared With WAMCX
What investors most often compare with WAMCX, based on PortfoliosLab usage data.
Compare WAMCX with Any Fund or Stock
Compare WAMCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.