WCM Small Cap Growth Fund (WCMNX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to WCMNX
WCMNX charges 1.24% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among WCMNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | WCMNX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | WCMNX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | WCMNX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | WCMNX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | WCMNX vs VISGX |
Best Risk-Adjusted Alternatives to WCMNX
Among mutual funds in the Small Cap Growth 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | WCMNX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | WCMNX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | WCMNX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | WCMNX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | WCMNX vs HRSMX |
Top Performing WCMNX Alternatives (YTD)
WCMNX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | WCMNX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | WCMNX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | WCMNX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | WCMNX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | WCMNX vs OBMCX |
Lowest Volatility Alternatives to WCMNX
WCMNX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | WCMNX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | WCMNX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | WCMNX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | WCMNX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | WCMNX vs ETEGX |
Lowest Drawdown Alternatives to WCMNX
WCMNX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | WCMNX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | WCMNX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | WCMNX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | WCMNX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | WCMNX vs CTSIX |
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 | WCMNX vs WCMIX | |
| WCM International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 52 | -0.58% | Nov 29, 2015 | WCMNX vs WCMSX | |
| WCM Focused Global Growth Fund | Global Equities | 33 | -7.73% | Jun 27, 2013 | WCMNX vs WFGGX | |
| WCM Focused International Value Fund | Foreign Large Cap Equities | 71 | -4.73% | Jun 28, 2020 | WCMNX vs WLIVX | |
| WCM Focused Small Cap Fund | Small Cap Value Equities | — | — | Oct 30, 2019 | WCMNX vs WCMJX | |
| WCM Focused International Opportunities Fund | Foreign Small & Mid Cap Equities | 46 | -7.79% | Mar 29, 2021 | WCMNX vs WCFOX | |
| WCM China Quality Growth Fund | China Equities | 8 | -4.91% | Mar 30, 2020 | WCMNX vs WCQGX | |
| WCM Focused Emerging Markets Fund | Emerging Markets Diversified | 81 | 0.26% | Jun 27, 2013 | WCMNX vs WFEMX |
Often Compared With WCMNX
What investors most often compare with WCMNX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | WCMNX vs SPY | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | WCMNX vs PNSAX |
Compare WCMNX with Any Fund or Stock
Compare WCMNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.