Wasatch Core Growth Fund (WGROX) Alternatives
Wasatch Core Growth Fund (WGROX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WGROX. 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 WGROX
WGROX charges 1.17% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among WGROX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | WGROX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | WGROX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | WGROX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | WGROX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | WGROX vs VISGX |
Best Risk-Adjusted Alternatives to WGROX
Among mutual funds in the Small Cap Growth 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | WGROX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | WGROX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | WGROX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | WGROX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | WGROX vs HRSMX |
Top Performing WGROX Alternatives (YTD)
WGROX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | WGROX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | WGROX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | WGROX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | WGROX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | WGROX vs OBMCX |
Lowest Volatility Alternatives to WGROX
WGROX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | WGROX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | WGROX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | WGROX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | WGROX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | WGROX vs ETEGX |
Lowest Drawdown Alternatives to WGROX
WGROX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | WGROX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | WGROX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | WGROX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | WGROX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | WGROX vs CTSIX |
Other Mutual Funds from Wasatch
Most popular Wasatch mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Wasatch Emerging India Fund | Asia Pacific Equities | 0 | -20.19% | Apr 25, 2011 | WGROX vs WAINX | |
| Wasatch Ultra Growth Fund | Small Cap Growth Equities | 5 | -12.13% | Aug 17, 1992 | WGROX vs WAMCX | |
| Wasatch Micro Cap Fund | Small Cap Growth Equities | 39 | -6.11% | Jun 19, 1995 | WGROX vs WMICX | |
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | 3 | -10.54% | Dec 8, 1986 | WGROX vs WAAEX | |
| Wasatch Micro Cap Value Fund | Small Cap Growth Equities | 34 | -4.87% | Jul 28, 2003 | WGROX vs WAMVX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Diversified | 8 | -8.40% | Dec 12, 2012 | WGROX vs WAESX | |
| Wasatch Small Cap Value Fund | Small Cap Blend Equities | 10 | -1.67% | Dec 17, 1997 | WGROX vs WMCVX | |
| Wasatch Emerging Markets Small Cap Fund | Emerging Markets Diversified | 67 | 2.94% | Sep 30, 2007 | WGROX vs WAEMX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | WGROX vs FMIEX | |
| Wasatch Frontier Emerging Small Countries Fund | Emerging Markets Diversified | 3 | -5.83% | Jan 30, 2012 | WGROX vs WAFMX |
Often Compared With WGROX
What investors most often compare with WGROX, based on PortfoliosLab usage data.
Compare WGROX with Any Fund or Stock
Compare WGROX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.