WBSIX Alternatives & Similar Mutual Funds

William Blair Small Cap Growth Fund (WBSIX) 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 WBSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to WBSIX

WBSIX charges 1.25% annually. There are 120 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
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	WBSIX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	45.50B	May 2000	WBSIX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	45.50B	Sep 2011	WBSIX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	WBSIX vs VRTGX
VISGX	Vanguard Small Cap Growth Index Fund	0.19%	—	May 1998	WBSIX vs VISGX

Best Risk-Adjusted Alternatives to WBSIX

WBSIX has a PortfoliosLab risk / return rank of 40. There are 93 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
NESIX	Needham Small Cap Growth Fund Institutional	90	—	Dec 2016	WBSIX vs NESIX
NESGX	Needham Small Cap Growth Fund	89	—	May 2002	WBSIX vs NESGX
DMCRX	Driehaus Micro Cap Growth Fund	89	—	Nov 2013	WBSIX vs DMCRX
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	89	—	Nov 2015	WBSIX vs DSCIX
NEAIX	Needham Aggressive Growth Fund Institutional Class	87	—	Dec 2016	WBSIX vs NEAIX

Top Performing WBSIX Alternatives (YTD)

WBSIX is at 19.23% YTD. There are 74 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
NESIX	Needham Small Cap Growth Fund Institutional	69.74%	—	Dec 2016	WBSIX vs NESIX
NESGX	Needham Small Cap Growth Fund	69.18%	—	May 2002	WBSIX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	49.69%	—	Dec 2016	WBSIX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	49.38%	—	Sep 2001	WBSIX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	45.29%	—	Dec 1995	WBSIX vs OBMCX

Lowest Volatility Alternatives to WBSIX

WBSIX has 20.93% 1-year volatility. There are 76 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
EMCAX	Empiric 2500 Fund	14.66%	—	Nov 1995	WBSIX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.37%	—	Jul 2011	WBSIX vs CMCIX
ETEGX	Eaton Vance Small-Cap Fund	16.30%	—	Jan 1997	WBSIX vs ETEGX
NBGNX	Neuberger Berman Genesis Fund	16.36%	—	Sep 1988	WBSIX vs NBGNX
ETMGX	Eaton Vance Tax-Managed Small-Cap Fund	16.36%	—	Sep 1997	WBSIX vs ETMGX

Lowest Drawdown Alternatives to WBSIX

WBSIX has a 1-year max drawdown of -12.75%. There are 62 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
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	WBSIX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	WBSIX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	WBSIX vs WMKSX
EMCAX	Empiric 2500 Fund	-8.60%	—	Nov 1995	WBSIX vs EMCAX
RFIMX	Ranger Micro Cap Fund	-9.11%	—	Jun 2018	WBSIX vs RFIMX

Other Mutual Funds from William Blair

The 10 most viewed William Blair mutual funds shown here include LCGFX, WBCIX, WSMDX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LCGFX	William Blair Large Cap Growth Fund	Large Cap Growth Equities	8	2.95%	—	Dec 1999	WBSIX vs LCGFX
WBCIX	William Blair Small-Mid Cap Core Fund	Small Cap Blend Equities	22	13.42%	—	Oct 2019	WBSIX vs WBCIX
WSMDX	William Blair Small-Mid Cap Growth Fund	Mid Cap Growth Equities	29	13.16%	—	Dec 2003	WBSIX vs WSMDX
WBGSX	William Blair Growth Fund	Large Cap Growth Equities	13	7.46%	—	Mar 1946	WBSIX vs WBGSX
WISIX	William Blair International Small Cap Growth Fund	Foreign Small & Mid Cap Equities	8	8.96%	—	Oct 2005	WBSIX vs WISIX
BESIX	William Blair Emerging Markets Small Cap Growth Fu...	Emerging Markets Diversified	49	17.93%	—	Oct 2011	WBSIX vs BESIX
WGFIX	William Blair Global Leaders Fund	Global Equities	21	8.01%	—	Oct 2007	WBSIX vs WGFIX
WBIGX	William Blair International Growth Fund	Foreign Large Cap Equities	28	13.77%	—	Sep 1992	WBSIX vs WBIGX
WILIX	William Blair International Leaders Fund	Foreign Large Cap Equities	31	13.77%	—	Aug 2012	WBSIX vs WILIX
WBELX	William Blair Emerging Markets Leaders Fund	Emerging Markets Diversified	41	14.41%	—	Mar 2008	WBSIX vs WBELX

Often Compared With WBSIX

Investors most often compare WBSIX with AVFIX, IGSB, FBGRX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AVFIX	American Beacon Small Cap Value Fund	Small Cap Value Equities	68	26.04%	—	Dec 1998	WBSIX vs AVFIX
IGSB	iShares 1-5 Year Investment Grade Corporate Bond E...	Corporate Bonds	76	0.68%	22.80B	Jan 2007	WBSIX vs IGSB
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	61	16.81%	—	Dec 1987	WBSIX vs FBGRX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	Small Cap Growth Equities	7	21.89%	—	Dec 2001	WBSIX vs KSOAX
WBIIX	William Blair Institutional International Growth F...	Foreign Large Cap Equities	28	13.79%	—	Jul 2002	WBSIX vs WBIIX
NWKDX	Nationwide Geneva Small Cap Growth Fund	Small Cap Growth Equities	4	5.50%	—	Jun 2009	WBSIX vs NWKDX
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	7	22.04%	—	Mar 2000	WBSIX vs KSCOX
WEDIX	William Blair Emerging Markets Debt Fund	Emerging Markets Bonds	93	4.91%	—	May 2021	WBSIX vs WEDIX
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	4	6.95%	—	Jun 2006	WBSIX vs PXQSX
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	86	30.94%	—	Oct 2008	WBSIX vs FGROX
NBMIX	Neuberger Berman Small Cap Growth Fund	Small Cap Growth Equities	29	15.67%	—	Oct 1998	WBSIX vs NBMIX
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	75	30.81%	—	Mar 2011	WBSIX vs CTSIX
WXCIX	William Blair Emerging Markets ex China Growth Fun...	Emerging Markets Equities	92	46.00%	—	Jul 2022	WBSIX vs WXCIX
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	1	-0.91%	—	May 1987	WBSIX vs NCLEX
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	86	30.43%	—	Jan 2003	WBSIX vs HRSMX
WBEIX	William Blair Emerging Markets Growth Fund	Emerging Markets Diversified	77	28.72%	—	Jun 2005	WBSIX vs WBEIX
VLEOX	Value Line Small Cap Opportunities Fund	Small Cap Growth Equities	20	9.89%	—	Jun 1993	WBSIX vs VLEOX
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	45	16.87%	—	Feb 2005	WBSIX vs JANIX
BIGIX	William Blair International Growth Fund Class I	Foreign Large Cap Equities	29	13.94%	—	May 2019	WBSIX vs BIGIX
PNSAX	Putnam Small Cap Growth Fund	Small Cap Growth Equities	32	20.77%	—	Dec 1997	WBSIX vs PNSAX

Compare WBSIX with Any Fund or Stock

Compare WBSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair WBSIX with funds that move differently

William Blair Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WBSIX.

Explore WBSIX Diversifiers

William Blair Small Cap Growth Fund (WBSIX) Alternatives