WCM Focused Small Cap Fund (WCMJX) Alternatives
WCM Focused Small Cap Fund (WCMJX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WCMJX. 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 WCMJX
WCMJX charges 1.25% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among WCMJX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | WCMJX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | WCMJX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | WCMJX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | WCMJX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | WCMJX vs VSMVX |
Best Risk-Adjusted Alternatives to WCMJX
Among mutual funds in the Small Cap Value 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | WCMJX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | WCMJX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | WCMJX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | WCMJX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | WCMJX vs MMEYX |
Top Performing WCMJX Alternatives (YTD)
WCMJX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | WCMJX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | WCMJX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | WCMJX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | WCMJX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | WCMJX vs MMEYX |
Lowest Volatility Alternatives to WCMJX
WCMJX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | WCMJX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | WCMJX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | WCMJX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | WCMJX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | WCMJX vs TASCX |
Lowest Drawdown Alternatives to WCMJX
WCMJX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | WCMJX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | WCMJX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | WCMJX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | WCMJX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | WCMJX vs JMCRX |
Other Mutual Funds from WCM Investment Management
Most popular WCM Investment Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| WCM Focused International Growth Fund | Foreign Large Cap Equities | 17 | -4.22% | May 30, 2011 | WCMJX vs WCMIX | |
| WCM International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 52 | -0.58% | Nov 29, 2015 | WCMJX vs WCMSX | |
| WCM Focused Global Growth Fund | Global Equities | 33 | -7.73% | Jun 27, 2013 | WCMJX vs WFGGX | |
| WCM Focused International Value Fund | Foreign Large Cap Equities | 71 | -4.73% | Jun 28, 2020 | WCMJX vs WLIVX | |
| WCM Focused International Opportunities Fund | Foreign Small & Mid Cap Equities | 46 | -7.79% | Mar 29, 2021 | WCMJX vs WCFOX | |
| WCM Small Cap Growth Fund | Small Cap Growth Equities | 16 | -7.68% | Oct 30, 2019 | WCMJX vs WCMNX | |
| WCM China Quality Growth Fund | China Equities | 8 | -4.91% | Mar 30, 2020 | WCMJX vs WCQGX | |
| WCM Focused Emerging Markets Fund | Emerging Markets Diversified | 81 | 0.26% | Jun 27, 2013 | WCMJX vs WFEMX |
Often Compared With WCMJX
What investors most often compare with WCMJX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | WCMJX vs PRVIX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | WCMJX vs VSCAX |
Compare WCMJX with Any Fund or Stock
Compare WCMJX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.