WCM Small Cap Growth Fund (WCMNX) 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 WCMNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WCMNX
WCMNX charges 1.24% annually. There are 115 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 | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | WCMNX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | WCMNX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | WCMNX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | WCMNX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | WCMNX vs VISGX |
Best Risk-Adjusted Alternatives to WCMNX
WCMNX has a PortfoliosLab risk / return rank of 21. There are 121 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 | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | WCMNX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 85 | — | Dec 2016 | WCMNX vs NESIX | |
| Needham Small Cap Growth Fund | 85 | — | May 2002 | WCMNX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 80 | — | Nov 2013 | WCMNX vs DMCRX | |
| Oberweis Micro Cap Fund | 79 | — | Dec 1995 | WCMNX vs OBMCX |
Top Performing WCMNX Alternatives (YTD)
WCMNX is at 11.22% YTD. There are 130 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 61.39%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 61.39% | — | Dec 2016 | WCMNX vs NESIX | |
| Needham Small Cap Growth Fund | 60.85% | — | May 2002 | WCMNX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 40.44% | — | Dec 2016 | WCMNX vs NEAIX | |
| Needham Aggressive Growth Fund | 40.15% | — | Sep 2001 | WCMNX vs NEAGX | |
| Oberweis Micro Cap Fund | 39.47% | — | Dec 1995 | WCMNX vs OBMCX |
Lowest Volatility Alternatives to WCMNX
WCMNX has 22.14% 1-year volatility. There are 96 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.60%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.60% | — | Nov 1995 | WCMNX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.33% | — | Jul 2011 | WCMNX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.25% | — | Sep 1988 | WCMNX vs NBGNX | |
| Eaton Vance Small-Cap Fund | 16.25% | — | Jan 1997 | WCMNX vs ETEGX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.26% | — | Jul 1999 | WCMNX vs NBGIX |
Lowest Drawdown Alternatives to WCMNX
WCMNX has a 1-year max drawdown of -16.38%. There are 131 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 | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | WCMNX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | WCMNX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | WCMNX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | WCMNX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | WCMNX vs RFIMX |
Other Mutual Funds from WCM Investment Management
The 7 most viewed WCM Investment Management mutual funds shown here include WCMIX, WCMSX, WFGGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| WCM Focused International Growth Fund | Foreign Large Cap Equities | 9 | 10.69% | — | May 2011 | WCMNX vs WCMIX | |
| WCM International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 4 | 7.23% | — | Nov 2015 | WCMNX vs WCMSX | |
| WCM Focused Global Growth Fund | Global Equities | 34 | 9.90% | — | Jun 2013 | WCMNX vs WFGGX | |
| WCM China Quality Growth Fund | China Equities, Asia Pacific Equities | 5 | 3.07% | — | Mar 2020 | WCMNX vs WCQGX | |
| WCM Focused International Value Fund | Foreign Large Cap Equities | 47 | 11.34% | — | Jun 2020 | WCMNX vs WLIVX | |
| WCM Focused Emerging Markets Fund | Emerging Markets Diversified | 44 | 19.60% | — | Jun 2013 | WCMNX vs WFEMX | |
| WCM Focused International Opportunities Fund | Foreign Small & Mid Cap Equities | 14 | 10.28% | — | Mar 2021 | WCMNX vs WCFOX |
Often Compared With WCMNX
Investors most often compare WCMNX with SPY, HRSMX, PXQSX. These 16 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare WCMNX with Any Fund or Stock
Compare WCMNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WCMNX with funds that move differently
WCM Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WCMNX.
Explore WCMNX Diversifiers