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 a closer substitute for your current allocation.
Cheapest Alternatives to WCQGX
WCQGX charges 1.50% annually. There are 14 mutual funds in the China Equities category with lower expense ratios, going as low as 0.80%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 0.80% | — | Oct 2018 | WCQGX vs FIQFX | |
| Fidelity China Region Fund | 0.91% | — | Nov 1995 | WCQGX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 0.93% | — | May 2008 | WCQGX vs FHKIX | |
| Baillie Gifford China Equities Fund | 0.96% | — | Jul 2021 | WCQGX vs BGCBX | |
| BlackRock China A Opportunities Fund | 0.99% | — | Dec 2018 | WCQGX vs CHILX |
Best Risk-Adjusted Alternatives to WCQGX
WCQGX has a PortfoliosLab risk / return rank of 13. There are 17 mutual funds in the China Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity China Region Fund | 96 | — | Nov 1995 | WCQGX vs FHKCX | |
| Fidelity Advisor China Region Fund Class Z | 96 | — | Oct 2018 | WCQGX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 96 | — | May 2008 | WCQGX vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | 96 | — | May 2008 | WCQGX vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | 95 | — | May 2008 | WCQGX vs FHKTX |
Top Performing WCQGX Alternatives (YTD)
WCQGX is at 8.38% YTD. There are 11 mutual funds in the China Equities category with higher YTD returns, going as high as 42.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Matthews China Small Companies Fund | 42.66% | — | May 2011 | WCQGX vs MCSMX | |
| Fidelity Advisor China Region Fund Class Z | 39.99% | — | Oct 2018 | WCQGX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 39.90% | — | May 2008 | WCQGX vs FHKIX | |
| Fidelity China Region Fund | 39.90% | — | Nov 1995 | WCQGX vs FHKCX | |
| Fidelity Advisor China Region Fund Class A | 39.74% | — | May 2008 | WCQGX vs FHKAX |
Lowest Volatility Alternatives to WCQGX
WCQGX has 22.03% 1-year volatility. There are 18 mutual funds in the China Equities category with lower 1-year volatility, going as low as 15.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Guinness Atkinson China And Hong Kong Fund | 15.86% | — | Jun 1994 | WCQGX vs ICHKX | |
| BlackRock China A Opportunities Fund | 16.51% | — | Dec 2018 | WCQGX vs CHILX | |
| Goldman Sachs China Equity Fund | 17.94% | — | Jul 1994 | WCQGX vs GSAGX | |
| Baillie Gifford China Equities Fund | 18.11% | — | Jul 2021 | WCQGX vs BGCBX | |
| T. Rowe Price China Evolution Equity Fund | 18.21% | — | Dec 2019 | WCQGX vs TRCLX |
Lowest Drawdown Alternatives to WCQGX
WCQGX has a 1-year max drawdown of -14.91%. There are 15 mutual funds in the China Equities category with shallower 1-year drawdowns, going as shallow as -8.54%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BlackRock China A Opportunities Fund | -8.54% | — | Dec 2018 | WCQGX vs CHILX | |
| Oberweis China Opportunities Fund | -9.59% | — | Oct 2005 | WCQGX vs OBCHX | |
| Guinness Atkinson China And Hong Kong Fund | -10.19% | — | Jun 1994 | WCQGX vs ICHKX | |
| T. Rowe Price China Evolution Equity Fund | -10.47% | — | Dec 2019 | WCQGX vs TRCLX | |
| Fidelity Advisor China Region Fund Class Z | -10.78% | — | Oct 2018 | WCQGX vs FIQFX |
Other Mutual Funds from WCM Investment Management
The 7 most viewed WCM Investment Management mutual funds shown here include WCMIX, WCMSX, WFGGX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| WCM Focused International Growth Fund | Foreign Large Cap Equities | 8 | 11.21% | — | May 2011 | WCQGX vs WCMIX | |
| WCM International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 18 | 16.27% | — | Nov 2015 | WCQGX vs WCMSX | |
| WCM Focused Global Growth Fund | Global Equities | 27 | 8.93% | — | Jun 2013 | WCQGX vs WFGGX | |
| WCM Focused International Value Fund | Foreign Large Cap Equities | 54 | 13.65% | — | Jun 2020 | WCQGX vs WLIVX | |
| WCM Small Cap Growth Fund | Small Cap Growth Equities | 22 | 10.55% | — | Oct 2019 | WCQGX vs WCMNX | |
| WCM Focused Emerging Markets Fund | Emerging Markets Diversified | 77 | 25.84% | — | Jun 2013 | WCQGX vs WFEMX | |
| WCM Focused International Opportunities Fund | Foreign Small & Mid Cap Equities | 24 | 14.02% | — | Mar 2021 | WCQGX vs WCFOX |
Often Compared With WCQGX
Investors most often compare WCQGX with SPY, CAF, GOPIX. These 5 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 70 | 10.91% | 781.00B | Jan 1993 | WCQGX vs SPY | |
| Morgan Stanley China A Share Fund | China Equities | 83 | 15.09% | — | Jul 2006 | WCQGX vs CAF | |
| abrdn China A Share Equity Fund | China Equities | — | — | — | Jun 2004 | WCQGX vs GOPIX | |
| Eaton Vance Greater China Growth Fund | China Equities | 5 | -3.53% | — | Oct 1992 | WCQGX vs EVCGX | |
| Fidelity Advisor China Region Fund Class C | China Equities | 95 | 39.30% | — | May 2008 | WCQGX vs FCHKX |
Compare WCQGX with Any Fund or Stock
Compare WCQGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WCQGX with funds that move differently
WCM China Quality Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WCQGX.
Explore WCQGX Diversifiers