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 a closer substitute for your current allocation.
Cheapest Alternatives to WBCIX
WBCIX charges 1.25% annually. There are 138 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | WBCIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | WBCIX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | WBCIX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | WBCIX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | WBCIX vs TISBX |
Best Risk-Adjusted Alternatives to WBCIX
WBCIX has a PortfoliosLab risk / return rank of 29. There are 157 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | WBCIX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 95 | — | Apr 1997 | WBCIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 95 | — | Apr 1997 | WBCIX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 92 | — | Dec 1997 | WBCIX vs IPSIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | WBCIX vs RIVSX |
Top Performing WBCIX Alternatives (YTD)
WBCIX is at 12.70% YTD. There are 159 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 34.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 34.02% | — | Dec 2007 | WBCIX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.94% | — | Dec 1991 | WBCIX vs RYOTX | |
| River Oak Discovery Fund | 30.67% | — | Jun 2005 | WBCIX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 29.05% | — | Apr 1997 | WBCIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.85% | — | Apr 1997 | WBCIX vs WESCX |
Lowest Volatility Alternatives to WBCIX
WBCIX has 17.47% 1-year volatility. There are 62 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.39% | — | Feb 2017 | WBCIX vs CSMDX | |
| DFA International Small Company Portfolio | 14.43% | 16.04B | Sep 1996 | WBCIX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | WBCIX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.89% | — | Sep 2011 | WBCIX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.91% | — | Sep 2011 | WBCIX vs FTHNX |
Lowest Drawdown Alternatives to WBCIX
WBCIX has a 1-year max drawdown of -11.06%. There are 124 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | WBCIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | WBCIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | WBCIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | WBCIX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | WBCIX vs BIAUX |
Other Mutual Funds from William Blair
The 10 most viewed William Blair mutual funds shown here include LCGFX, WSMDX, WBSIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| William Blair Large Cap Growth Fund | Large Cap Growth Equities | 6 | 1.29% | — | Dec 1999 | WBCIX vs LCGFX | |
| William Blair Small-Mid Cap Growth Fund | Mid Cap Growth Equities | 27 | 9.44% | — | Dec 2003 | WBCIX vs WSMDX | |
| William Blair Small Cap Growth Fund | Small Cap Growth Equities | 41 | 15.98% | — | Dec 1999 | WBCIX vs WBSIX | |
| William Blair Emerging Markets Small Cap Growth Fu... | Emerging Markets Equities | 28 | 8.74% | — | Oct 2011 | WBCIX vs BESIX | |
| William Blair International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 8 | 5.05% | — | Oct 2005 | WBCIX vs WISIX | |
| William Blair Growth Fund | Large Cap Growth Equities | 10 | 4.48% | — | Mar 1946 | WBCIX vs WBGSX | |
| William Blair International Growth Fund | Foreign Large Cap Equities | 29 | 10.54% | — | Sep 1992 | WBCIX vs WBIGX | |
| William Blair Global Leaders Fund | Global Equities | 23 | 6.04% | — | Oct 2007 | WBCIX vs WGFIX | |
| William Blair International Leaders Fund | Foreign Large Cap Equities | 35 | 12.73% | — | Aug 2012 | WBCIX vs WILIX | |
| William Blair Emerging Markets Leaders Fund | Emerging Markets Equities | 33 | 10.70% | — | Mar 2008 | WBCIX vs WBELX |
Often Compared With WBCIX
Investors most often compare WBCIX with PRILX, DODGX, TRLGX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare WBCIX with Any Fund or Stock
Compare WBCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WBCIX with funds that move differently
William Blair Small-Mid Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WBCIX.
Explore WBCIX Diversifiers