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 156 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% | 47.00B | May 2000 | WAMVX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | 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 49. There are 58 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 | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | WAMVX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | WAMVX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | WAMVX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | WAMVX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | WAMVX vs NESGX |
Top Performing WAMVX Alternatives (YTD)
WAMVX is at 15.09% YTD. There are 79 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | WAMVX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | WAMVX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | WAMVX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | WAMVX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 31.89% | — | Sep 2001 | WAMVX vs NEAGX |
Lowest Volatility Alternatives to WAMVX
WAMVX has 19.73% 1-year volatility. There are 51 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | WAMVX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | WAMVX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | WAMVX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | WAMVX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | WAMVX vs ETEGX |
Lowest Drawdown Alternatives to WAMVX
WAMVX has a 1-year max drawdown of -13.33%. There are 72 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 Fund | -8.60% | — | Nov 1995 | WAMVX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | WAMVX vs SGPIX |
Other Mutual Funds from Wasatch
The 10 most viewed Wasatch mutual funds shown here include WGROX, WAINX, WAMCX 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 | WAMVX vs WGROX | |
| Wasatch Emerging India Fund | India Equities, Asia Pacific Equities | 3 | 0.48% | — | Apr 2011 | WAMVX vs WAINX | |
| Wasatch Ultra Growth Fund | Small Cap Growth Equities | 27 | 11.62% | — | Aug 1992 | WAMVX vs WAMCX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 97 | 18.69% | — | Sep 1996 | WAMVX vs FMIEX | |
| Wasatch Micro Cap Fund | Small Cap Growth Equities | 50 | 13.26% | — | Jun 1995 | WAMVX vs WMICX | |
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | 3 | 3.13% | — | Dec 1986 | WAMVX vs WAAEX | |
| Wasatch Emerging Markets Small Cap Fund | Emerging Markets Equities | 35 | 12.35% | — | Sep 2007 | WAMVX vs WAEMX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Equities | 22 | 5.76% | — | Dec 2012 | WAMVX vs WAESX | |
| Wasatch Small Cap Value Fund | Small Cap Blend Equities | 19 | 13.95% | — | Dec 1997 | WAMVX vs WMCVX | |
| Wasatch Frontier Emerging Small Countries Fund | Emerging Markets Equities | 2 | 0.28% | — | 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