TETON Westwood SmallCap Equity Fund (WESCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to WESCX
WESCX charges 1.25% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among WESCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | WESCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | WESCX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | WESCX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | WESCX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | WESCX vs VSMAX |
Best Risk-Adjusted Alternatives to WESCX
Among mutual funds in the Small Cap Blend 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | WESCX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | WESCX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | WESCX vs RYOTX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | WESCX vs PRSVX | |
| Franklin U.S. Small Cap Equity Fund | 75 | Mar 13, 2000 | WESCX vs LMSIX |
Top Performing WESCX Alternatives (YTD)
WESCX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | WESCX vs HASCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | WESCX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | WESCX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | WESCX vs RIVSX | |
| 1290 GAMCO Small/Mid Cap Value Fund | 4.18% | Nov 12, 2014 | WESCX vs TNVIX |
Lowest Volatility Alternatives to WESCX
WESCX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | WESCX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | WESCX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | WESCX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | WESCX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | WESCX vs CSMDX |
Lowest Drawdown Alternatives to WESCX
WESCX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | WESCX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | WESCX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | WESCX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | WESCX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | WESCX vs BOSOX |
Other Mutual Funds from Teton Westwood
Most popular Teton Westwood mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| TETON Westwood Balanced Fund | Diversified Portfolio | 20 | -2.97% | Sep 30, 1991 | WESCX vs WEBAX | |
| TETON Westwood Equity Fund | Large Cap Value Equities | 11 | -2.09% | Jan 2, 1987 | WESCX vs WESWX |
Often Compared With WESCX
What investors most often compare with WESCX, 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.