Wasatch Micro Cap Value Fund (WAMVX) 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 WAMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WAMVX
WAMVX charges 1.66% annually. There are 154 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 | WAMVX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | WAMVX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | WAMVX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | WAMVX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | WAMVX vs VISGX |
Best Risk-Adjusted Alternatives to WAMVX
WAMVX has a PortfoliosLab risk / return rank of 40. There are 92 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | WAMVX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | WAMVX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | WAMVX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | WAMVX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | WAMVX vs NEAIX |
Top Performing WAMVX Alternatives (YTD)
WAMVX is at 18.00% YTD. There are 81 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | WAMVX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | WAMVX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | WAMVX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | WAMVX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | WAMVX vs OBMCX |
Lowest Volatility Alternatives to WAMVX
WAMVX has 19.74% 1-year volatility. There are 50 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | WAMVX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | WAMVX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | WAMVX vs ETEGX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | WAMVX vs ETMGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | WAMVX vs NBGNX |
Lowest Drawdown Alternatives to WAMVX
WAMVX has a 1-year max drawdown of -13.33%. There are 81 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 | WAMVX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | WAMVX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | WAMVX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | WAMVX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | WAMVX vs RFIMX |
Other Mutual Funds from Wasatch
The 10 most viewed Wasatch mutual funds shown here include WGROX, WAINX, WMICX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wasatch Core Growth Fund | Small Cap Growth Equities | 2 | 4.72% | — | Dec 1986 | WAMVX vs WGROX | |
| Wasatch Emerging India Fund | India Equities, Asia Pacific Equities | 1 | 0.72% | — | Apr 2011 | WAMVX vs WAINX | |
| Wasatch Micro Cap Fund | Small Cap Growth Equities | 42 | 17.76% | — | Jun 1995 | WAMVX vs WMICX | |
| Wasatch Ultra Growth Fund | Small Cap Growth Equities | 19 | 12.91% | — | Aug 1992 | WAMVX vs WAMCX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 91 | 13.58% | — | Sep 1996 | WAMVX vs FMIEX | |
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | 2 | 2.65% | — | Dec 1986 | WAMVX vs WAAEX | |
| Wasatch Emerging Markets Small Cap Fund | Emerging Markets Diversified | 45 | 20.00% | — | Sep 2007 | WAMVX vs WAEMX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Diversified | 15 | 9.17% | — | Dec 2012 | WAMVX vs WAESX | |
| Wasatch Small Cap Value Fund | Small Cap Blend Equities | 10 | 11.72% | — | Dec 1997 | WAMVX vs WMCVX | |
| Wasatch Frontier Emerging Small Countries Fund | Emerging Markets Diversified | 3 | 4.17% | — | Jan 2012 | WAMVX vs WAFMX |
Often Compared With WAMVX
Investors most often compare WAMVX with BRSVX, GPMCX, CAFG. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare WAMVX with Any Fund or Stock
Compare WAMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WAMVX with funds that move differently
Wasatch Micro Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WAMVX.
Explore WAMVX Diversifiers