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 137 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 | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | WBCIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | WBCIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | WBCIX vs VSMAX |
Best Risk-Adjusted Alternatives to WBCIX
WBCIX has a PortfoliosLab risk / return rank of 26. There are 148 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | WBCIX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | WBCIX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | WBCIX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | WBCIX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | WBCIX vs WWSIX |
Top Performing WBCIX Alternatives (YTD)
WBCIX is at 12.39% YTD. There are 139 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | WBCIX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | WBCIX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | WBCIX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | WBCIX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | WBCIX vs MOPIX |
Lowest Volatility Alternatives to WBCIX
WBCIX has 16.87% 1-year volatility. There are 34 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | WBCIX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | WBCIX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | WBCIX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | WBCIX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | WBCIX vs BOSOX |
Lowest Drawdown Alternatives to WBCIX
WBCIX has a 1-year max drawdown of -11.06%. There are 122 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% | 2.80B | Apr 2006 | WBCIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | 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.
Often Compared With WBCIX
Investors most often compare WBCIX with PRILX, DODGX, TRLGX. These 20 comparison targets span 8 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