William Blair Small-Mid Cap Core Fund (WBCIX) Alternatives
William Blair Small-Mid Cap Core Fund (WBCIX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WBCIX. 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 WBCIX
WBCIX charges 1.25% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among WBCIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | WBCIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | WBCIX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | WBCIX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | WBCIX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | WBCIX vs TISBX |
Best Risk-Adjusted Alternatives to WBCIX
Among mutual funds in the Small Cap Blend 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | WBCIX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | WBCIX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | WBCIX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | WBCIX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | WBCIX vs PRSVX |
Top Performing WBCIX Alternatives (YTD)
WBCIX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | WBCIX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | WBCIX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | WBCIX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | WBCIX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | WBCIX vs RIVSX |
Lowest Volatility Alternatives to WBCIX
WBCIX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | WBCIX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | WBCIX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | WBCIX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | WBCIX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | WBCIX vs CSMDX |
Lowest Drawdown Alternatives to WBCIX
WBCIX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | WBCIX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | WBCIX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | WBCIX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | WBCIX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | WBCIX vs BOSOX |
Other Mutual Funds from William Blair
Most popular William Blair mutual funds on PortfoliosLab, across asset classes.
Often Compared With WBCIX
What investors most often compare with WBCIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Parnassus Core Equity Institutional Shares | Large Cap Blend Equities | 12 | -8.59% | — | WBCIX vs PRILX | |
| Dodge & Cox Stock Fund Class I | Large Cap Value Equities | 14 | -3.67% | Jan 4, 1965 | WBCIX vs DODGX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 15 | -14.83% | Oct 31, 2001 | WBCIX vs TRLGX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | WBCIX vs SPY | |
| Vanguard Total Stock Market Index Fund Institution... | Large Cap Blend Equities | 46 | -6.74% | Apr 28, 2015 | WBCIX vs VSMPX | |
| Fidelity Extended Market Index Fund | Mid Cap Growth Equities | 35 | -4.54% | — | WBCIX vs FSMAX | |
| William Blair Emerging Markets Leaders Fund | Emerging Markets Diversified | 48 | -5.00% | Mar 25, 2008 | WBCIX vs WBELX | |
| William Blair Emerging Markets Debt Fund | Emerging Markets Bonds | 93 | -1.16% | May 24, 2021 | WBCIX vs WEDIX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | WBCIX vs TNVIX |
Compare WBCIX with Any Fund or Stock
Compare WBCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.