TETON Westwood Mighty Mites Fund (WEMMX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WEMMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WEMMX
WEMMX charges 1.41% annually. There are 157 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | WEMMX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | WEMMX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | WEMMX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | WEMMX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | WEMMX vs TISBX |
Best Risk-Adjusted Alternatives to WEMMX
WEMMX has a PortfoliosLab risk / return rank of 80. There are 48 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | WEMMX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | WEMMX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | WEMMX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | WEMMX vs IPSIX | |
| Auer Growth Fund | 91 | — | Dec 2007 | WEMMX vs AUERX |
Top Performing WEMMX Alternatives (YTD)
WEMMX is at 25.17% YTD. There are 13 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 33.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 33.64% | — | Dec 2007 | WEMMX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.48% | — | Dec 1991 | WEMMX vs RYOTX | |
| River Oak Discovery Fund | 29.08% | — | Jun 2005 | WEMMX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 28.50% | — | Apr 1997 | WEMMX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.31% | — | Apr 1997 | WEMMX vs WESCX |
Lowest Volatility Alternatives to WEMMX
WEMMX has 18.04% 1-year volatility. There are 88 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.40%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.40% | — | Feb 2017 | WEMMX vs CSMDX | |
| DFA International Small Company Portfolio | 14.45% | 16.04B | Sep 1996 | WEMMX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | WEMMX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.90% | — | Sep 2011 | WEMMX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.92% | — | Sep 2011 | WEMMX vs FTHNX |
Lowest Drawdown Alternatives to WEMMX
WEMMX has a 1-year max drawdown of -9.31%. There are 43 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | WEMMX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | WEMMX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | WEMMX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | WEMMX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | WEMMX vs BIAUX |
Other Mutual Funds from Teton Westwood
The 3 most viewed Teton Westwood mutual funds shown here include WESRX, WEBAX, WESWX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TETON Convertible Securities Fund | Convertible Bonds | 31 | 11.16% | — | Sep 1997 | WEMMX vs WESRX | |
| TETON Westwood Balanced Fund | Diversified Portfolio | 31 | 4.80% | — | Sep 1991 | WEMMX vs WEBAX | |
| TETON Westwood Equity Fund | Large Cap Value Equities | 25 | 8.06% | — | Jan 1987 | WEMMX vs WESWX |
Often Compared With WEMMX
Investors most often compare WEMMX with VOO, FSCEX, AFMCX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare WEMMX with Any Fund or Stock
Compare WEMMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WEMMX with funds that move differently
TETON Westwood Mighty Mites Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WEMMX.
Explore WEMMX Diversifiers