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 a closer substitute for your current allocation.
Cheapest Alternatives to WGROX
WGROX charges 1.17% annually. There are 103 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | WGROX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | WGROX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | WGROX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | WGROX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | WGROX vs VISGX |
Best Risk-Adjusted Alternatives to WGROX
WGROX has a PortfoliosLab risk / return rank of 3. There are 159 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | WGROX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | WGROX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | WGROX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | WGROX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | WGROX vs NESGX |
Top Performing WGROX Alternatives (YTD)
WGROX is at 5.28% YTD. There are 147 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | WGROX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | WGROX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | WGROX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | WGROX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 31.89% | — | Sep 2001 | WGROX vs NEAGX |
Lowest Volatility Alternatives to WGROX
WGROX has 19.69% 1-year volatility. There are 49 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | WGROX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | WGROX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | WGROX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | WGROX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | WGROX vs ETEGX |
Lowest Drawdown Alternatives to WGROX
WGROX has a 1-year max drawdown of -14.95%. There are 106 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | WGROX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | WGROX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | WGROX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | WGROX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | WGROX vs SGPIX |
Other Mutual Funds from Wasatch
The 10 most viewed Wasatch mutual funds shown here include WAINX, WAMCX, FMIEX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wasatch Emerging India Fund | India Equities, Asia Pacific Equities | 3 | 0.48% | — | Apr 2011 | WGROX vs WAINX | |
| Wasatch Ultra Growth Fund | Small Cap Growth Equities | 27 | 11.62% | — | Aug 1992 | WGROX vs WAMCX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 97 | 18.69% | — | Sep 1996 | WGROX vs FMIEX | |
| Wasatch Micro Cap Fund | Small Cap Growth Equities | 50 | 13.26% | — | Jun 1995 | WGROX vs WMICX | |
| Wasatch Micro Cap Value Fund | Small Cap Growth Equities | 49 | 15.09% | — | Jul 2003 | WGROX vs WAMVX | |
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | 3 | 3.13% | — | Dec 1986 | WGROX vs WAAEX | |
| Wasatch Emerging Markets Small Cap Fund | Emerging Markets Equities | 35 | 12.35% | — | Sep 2007 | WGROX vs WAEMX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Equities | 22 | 5.76% | — | Dec 2012 | WGROX vs WAESX | |
| Wasatch Small Cap Value Fund | Small Cap Blend Equities | 19 | 13.95% | — | Dec 1997 | WGROX vs WMCVX | |
| Wasatch Frontier Emerging Small Countries Fund | Emerging Markets Equities | 2 | 0.28% | — | Jan 2012 | WGROX vs WAFMX |
Often Compared With WGROX
Investors most often compare WGROX with OBSOX, VOO, HRSMX. These 20 comparison targets span 14 categories, 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.
Pair WGROX with funds that move differently
Wasatch Core Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WGROX.
Explore WGROX Diversifiers