TETON Westwood SmallCap Equity Fund (WESCX) 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 WESCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WESCX
WESCX charges 1.25% annually. There are 137 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 | WESCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | WESCX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | WESCX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | WESCX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | WESCX vs VSMAX |
Best Risk-Adjusted Alternatives to WESCX
WESCX has a PortfoliosLab risk / return rank of 88. There are 3 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Auer Growth Fund | 91 | — | Dec 2007 | WESCX vs AUERX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | WESCX vs MOPIX | |
| Keeley Small Cap Fund Class Institutional | 88 | — | Apr 1997 | WESCX vs WWSIX | |
| River Oak Discovery Fund | 87 | — | Jun 2005 | WESCX vs RIVSX | |
| Royce Micro Cap Series Fund | 87 | — | Dec 1991 | WESCX vs RYOTX |
Top Performing WESCX Alternatives (YTD)
WESCX is at 25.10% YTD. There are 6 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 35.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 35.57% | — | Dec 1991 | WESCX vs RYOTX | |
| River Oak Discovery Fund | 30.52% | — | Jun 2005 | WESCX vs RIVSX | |
| Paradigm Micro-cap Fund | 29.56% | — | Dec 2007 | WESCX vs PVIVX | |
| Hodges Small Cap Fund | 29.53% | — | Dec 2007 | WESCX vs HDPSX | |
| MainStay WMC Small Companies Fund | 26.74% | — | Jan 1987 | WESCX vs MOPIX |
Lowest Volatility Alternatives to WESCX
WESCX has 20.72% 1-year volatility. There are 164 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.91% | — | Nov 1996 | WESCX vs HFCGX | |
| DFA International Small Company Portfolio | 13.79% | — | Sep 1996 | WESCX vs DFISX | |
| DWS Small Cap Core Fund | 14.27% | — | Jul 2000 | WESCX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.48% | — | Feb 2017 | WESCX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.11% | — | — | WESCX vs BOSOX |
Lowest Drawdown Alternatives to WESCX
WESCX has a 1-year max drawdown of -10.19%. There are 90 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 | WESCX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | WESCX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | WESCX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | WESCX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | WESCX vs BIAUX |
Other Mutual Funds from Teton Westwood
The 3 most viewed Teton Westwood mutual funds shown here include WEMMX, WEBAX, WESWX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| TETON Westwood Mighty Mites Fund | Small Cap Blend Equities | 60 | 20.14% | — | May 1998 | WESCX vs WEMMX | |
| TETON Westwood Balanced Fund | Diversified Portfolio | 37 | 4.73% | — | Sep 1991 | WESCX vs WEBAX | |
| TETON Westwood Equity Fund | Large Cap Value Equities | 17 | 4.88% | — | Jan 1987 | WESCX vs WESWX |
Often Compared With WESCX
Investors most often compare WESCX with PGOAX, PSCZX, SAGWX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare WESCX with Any Fund or Stock
Compare WESCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WESCX with funds that move differently
TETON Westwood SmallCap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WESCX.
Explore WESCX Diversifiers