WCM China Quality Growth Fund (WCQGX) Alternatives
WCM China Quality Growth Fund (WCQGX) belongs to the China Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WCQGX. 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 WCQGX
WCQGX charges 1.50% annually. Among mutual funds in the China Equities category, these options have the lowest expense ratios among WCQGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 0.80% | Oct 2, 2018 | WCQGX vs FIQFX | |
| Fidelity China Region Fund | 0.91% | Nov 1, 1995 | WCQGX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 0.93% | May 9, 2008 | WCQGX vs FHKIX | |
| Baillie Gifford China Equities Fund | 0.96% | Jul 6, 2021 | WCQGX vs BGCBX | |
| BlackRock China A Opportunities Fund | 0.99% | Dec 26, 2018 | WCQGX vs CHILX |
Best Risk-Adjusted Alternatives to WCQGX
Among mutual funds in the China 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 | |
|---|---|---|---|---|
| Fidelity China Region Fund | 91 | Nov 1, 1995 | WCQGX vs FHKCX | |
| Fidelity Advisor China Region Fund Class A | 90 | May 9, 2008 | WCQGX vs FHKAX | |
| Fidelity Advisor China Region Fund Class Z | 90 | Oct 2, 2018 | WCQGX vs FIQFX | |
| T. Rowe Price China Evolution Equity Fund | 90 | Dec 9, 2019 | WCQGX vs TRCLX | |
| Fidelity Advisor China Region Fund Class I | 90 | May 9, 2008 | WCQGX vs FHKIX |
Top Performing WCQGX Alternatives (YTD)
WCQGX alternatives from the China Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Matthews China Small Companies Fund | 9.70% | May 30, 2011 | WCQGX vs MCSMX | |
| T. Rowe Price China Evolution Equity Fund | 8.90% | Dec 9, 2019 | WCQGX vs TRCLX | |
| Fidelity Advisor China Region Fund Class Z | 8.41% | Oct 2, 2018 | WCQGX vs FIQFX | |
| Fidelity China Region Fund | 8.35% | Nov 1, 1995 | WCQGX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 8.35% | May 9, 2008 | WCQGX vs FHKIX |
Lowest Volatility Alternatives to WCQGX
WCQGX alternatives from the China Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| BlackRock China A Opportunities Fund | 17.24% | Dec 26, 2018 | WCQGX vs CHILX | |
| Guinness Atkinson China And Hong Kong Fund | 18.63% | Jun 29, 1994 | WCQGX vs ICHKX | |
| T. Rowe Price China Evolution Equity Fund | 19.51% | Dec 9, 2019 | WCQGX vs TRCLX | |
| Goldman Sachs China Equity Fund | 19.70% | Jul 7, 1994 | WCQGX vs GSAGX | |
| Morgan Stanley China A Share Fund | 19.77% | Jul 6, 2006 | WCQGX vs CAF |
Lowest Drawdown Alternatives to WCQGX
WCQGX alternatives from the China Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Morgan Stanley China A Share Fund | -11.38% | Jul 6, 2006 | WCQGX vs CAF | |
| BlackRock China A Opportunities Fund | -11.51% | Dec 26, 2018 | WCQGX vs CHILX | |
| Goldman Sachs China Equity Fund | -13.49% | Jul 7, 1994 | WCQGX vs GSAGX | |
| T. Rowe Price China Evolution Equity Fund | -13.78% | Dec 9, 2019 | WCQGX vs TRCLX | |
| Guinness Atkinson China And Hong Kong Fund | -14.00% | Jun 29, 1994 | WCQGX vs ICHKX |
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 | 25 | -1.25% | May 30, 2011 | WCQGX vs WCMIX | |
| WCM International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 59 | 1.36% | Nov 29, 2015 | WCQGX vs WCMSX | |
| WCM Focused Global Growth Fund | Global Equities | 42 | -4.65% | Jun 27, 2013 | WCQGX vs WFGGX | |
| WCM Focused International Value Fund | Foreign Large Cap Equities | 77 | -1.58% | Jun 28, 2020 | WCQGX vs WLIVX | |
| WCM Focused Small Cap Fund | Small Cap Value Equities | — | — | Oct 30, 2019 | WCQGX vs WCMJX | |
| WCM Small Cap Growth Fund | Small Cap Growth Equities | 21 | -3.84% | Oct 30, 2019 | WCQGX vs WCMNX | |
| WCM Focused International Opportunities Fund | Foreign Small & Mid Cap Equities | 51 | -4.83% | Mar 29, 2021 | WCQGX vs WCFOX | |
| WCM Focused Emerging Markets Fund | Emerging Markets Diversified | 81 | 2.10% | Jun 27, 2013 | WCQGX vs WFEMX |
Often Compared With WCQGX
What investors most often compare with WCQGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 59 | -3.65% | Jan 22, 1993 | WCQGX vs SPY | |
| Oberweis China Opportunities Fund | China Equities | 62 | 7.49% | Oct 2, 2005 | WCQGX vs OBCHX | |
| Fidelity Advisor China Region Fund Class M | China Equities | 89 | 8.22% | May 9, 2008 | WCQGX vs FHKTX | |
| abrdn China A Share Equity Fund | China Equities | — | — | Jun 28, 2004 | WCQGX vs GOPIX |
Compare WCQGX with Any Fund or Stock
Compare WCQGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.