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 99 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 | WAMCX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | WAMCX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | WAMCX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | WAMCX vs VRTGX | |
| 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 14. There are 132 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 | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | WAMCX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | WAMCX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | WAMCX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | WAMCX vs NEAGX | |
| Oberweis Micro Cap Fund | 92 | — | Dec 1995 | WAMCX vs OBMCX |
Top Performing WAMCX Alternatives (YTD)
WAMCX is at 9.53% YTD. There are 136 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 83.93% | — | Dec 2016 | WAMCX vs NESIX | |
| Needham Small Cap Growth Fund | 83.39% | — | May 2002 | WAMCX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 64.46% | — | Dec 2016 | WAMCX vs NEAIX | |
| Needham Aggressive Growth Fund | 64.16% | — | Sep 2001 | WAMCX vs NEAGX | |
| Oberweis Micro Cap Fund | 52.27% | — | Dec 1995 | WAMCX vs OBMCX |
Lowest Volatility Alternatives to WAMCX
WAMCX has 21.92% 1-year volatility. There are 94 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.48% | — | Nov 1995 | WAMCX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.39% | — | Jul 2011 | WAMCX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | WAMCX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.32% | — | Sep 1988 | WAMCX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | WAMCX vs NBGIX |
Lowest Drawdown Alternatives to WAMCX
WAMCX has a 1-year max drawdown of -16.89%. There are 138 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 | WAMCX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | WAMCX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | WAMCX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | WAMCX vs EMCAX | |
| 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 | |
|---|---|---|---|---|---|---|---|
| Wasatch Core Growth Fund | Small Cap Growth Equities | 3 | 4.33% | — | Dec 1986 | WAMCX vs WGROX | |
| Wasatch Emerging India Fund | Asia Pacific Equities | 1 | -1.44% | — | Apr 2011 | WAMCX vs WAINX | |
| Wasatch Micro Cap Fund | Small Cap Growth Equities | 39 | 16.38% | — | Jun 1995 | WAMCX vs WMICX | |
| Wasatch Micro Cap Value Fund | Small Cap Growth Equities | 47 | 18.25% | — | Jul 2003 | WAMCX vs WAMVX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 86 | 11.36% | — | Sep 1996 | WAMCX vs FMIEX | |
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | 2 | -0.08% | — | Dec 1986 | WAMCX vs WAAEX | |
| Wasatch Emerging Markets Small Cap Fund | Emerging Markets Diversified | 69 | 27.06% | — | Sep 2007 | WAMCX vs WAEMX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Diversified | 15 | 9.33% | — | Dec 2012 | WAMCX vs WAESX | |
| Wasatch Small Cap Value Fund | Small Cap Blend Equities | 15 | 12.39% | — | Dec 1997 | WAMCX vs WMCVX | |
| Wasatch Frontier Emerging Small Countries Fund | Emerging Markets Diversified | 5 | 6.11% | — | Jan 2012 | WAMCX vs WAFMX |
Often Compared With WAMCX
Investors most often compare WAMCX with FCPVX, BWBIX, FOCPX. These 20 comparison targets span 13 categories, 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.
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