WCM International Small Cap Growth Fund (WCMSX) belongs to the Foreign Small & Mid Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WCMSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WCMSX
WCMSX charges 1.25% annually. There are 62 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | WCMSX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | WCMSX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | WCMSX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 14.30B | Feb 2019 | WCMSX vs VFSAX | |
| Avantis International Small Cap Value Fund | 0.36% | — | Dec 2019 | WCMSX vs AVDVX |
Best Risk-Adjusted Alternatives to WCMSX
WCMSX has a PortfoliosLab risk / return rank of 15. There are 74 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 96 | — | Sep 2021 | WCMSX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 96 | — | Aug 2023 | WCMSX vs HRIIX | |
| Avantis International Small Cap Value Fund Class G | 84 | — | Jan 2021 | WCMSX vs AVANX | |
| Virtus International Small-Cap Fund | 84 | — | Dec 1997 | WCMSX vs ALOIX | |
| Avantis International Small Cap Value Fund | 84 | — | Dec 2019 | WCMSX vs AVDVX |
Top Performing WCMSX Alternatives (YTD)
WCMSX is at 15.00% YTD. There are 14 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 49.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Hood River International Opportunity Fund | 49.59% | — | Sep 2021 | WCMSX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 49.49% | — | Aug 2023 | WCMSX vs HRIIX | |
| Calamos International Small Cap Growth Fund | 34.54% | — | Mar 2022 | WCMSX vs CSGIX | |
| Lazard International Small Cap Equity Portfolio | 30.69% | — | Nov 1993 | WCMSX vs LZISX | |
| Artisan International Explorer Fund | 24.31% | — | May 2022 | WCMSX vs ARHBX |
Lowest Volatility Alternatives to WCMSX
WCMSX has 18.43% 1-year volatility. There are 91 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.14% | — | Jun 2014 | WCMSX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 11.91% | — | Jun 2012 | WCMSX vs MIDLX | |
| MFS International New Discovery Fund | 11.93% | — | Oct 1997 | WCMSX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.33% | — | Mar 2007 | WCMSX vs HLMSX | |
| Brandes International Small Cap Equity Fund | 12.57% | — | Jan 2012 | WCMSX vs BISAX |
Lowest Drawdown Alternatives to WCMSX
WCMSX has a 1-year max drawdown of -9.81%. There is 1 mutual fund in the Foreign Small & Mid Cap Equities category with a shallower 1-year drawdown, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | WCMSX vs ARHBX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | WCMSX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | WCMSX vs OPGIX | |
| William Blair International Small Cap Growth Fund | -10.09% | — | Oct 2005 | WCMSX vs WISIX | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | WCMSX vs ARTJX |
Other Mutual Funds from WCM Investment Management
The 7 most viewed WCM Investment Management mutual funds shown here include WCMIX, WFGGX, WLIVX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| WCM Focused International Growth Fund | Foreign Large Cap Equities | 14 | 15.88% | — | May 2011 | WCMSX vs WCMIX | |
| WCM Focused Global Growth Fund | Global Equities | 43 | 13.23% | — | Jun 2013 | WCMSX vs WFGGX | |
| WCM Focused International Value Fund | Foreign Large Cap Equities | 64 | 14.88% | — | Jun 2020 | WCMSX vs WLIVX | |
| WCM China Quality Growth Fund | China Equities | 28 | 19.63% | — | Mar 2020 | WCMSX vs WCQGX | |
| WCM Small Cap Growth Fund | Small Cap Growth Equities | 31 | 14.91% | — | Oct 2019 | WCMSX vs WCMNX | |
| WCM Focused Emerging Markets Fund | Emerging Markets Diversified | 76 | 30.35% | — | Jun 2013 | WCMSX vs WFEMX | |
| WCM Focused International Opportunities Fund | Foreign Small & Mid Cap Equities | 35 | 19.63% | — | Mar 2021 | WCMSX vs WCFOX |
Often Compared With WCMSX
Investors most often compare WCMSX with SPY, FNDF, DRIOX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare WCMSX with Any Fund or Stock
Compare WCMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WCMSX with funds that move differently
WCM International Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WCMSX.
Explore WCMSX Diversifiers