Westwood Quality SMidCap Fund (WHGMX) belongs to the Mid 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 WHGMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WHGMX
WHGMX charges 0.88% annually. There are 57 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | WHGMX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | WHGMX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | WHGMX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | WHGMX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | WHGMX vs VMCIX |
Best Risk-Adjusted Alternatives to WHGMX
WHGMX has a PortfoliosLab risk / return rank of 46. There are 59 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 91 | — | Jan 2005 | WHGMX vs PFSLX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 81 | — | Aug 2013 | WHGMX vs FZAMX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | WHGMX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class I | 79 | — | Aug 2004 | WHGMX vs FIIMX | |
| Vanguard Strategic Equity Fund | 79 | 11.50B | Aug 1995 | WHGMX vs VSEQX |
Top Performing WHGMX Alternatives (YTD)
WHGMX is at 16.16% YTD. There are 40 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 42.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 42.66% | — | Jan 2005 | WHGMX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 34.60% | — | Aug 2015 | WHGMX vs FZFLX | |
| Hodges Fund | 29.12% | — | Oct 1992 | WHGMX vs HDPMX | |
| 13D Activist Fund | 26.16% | — | Dec 2011 | WHGMX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.30% | — | Aug 2013 | WHGMX vs FZAMX |
Lowest Volatility Alternatives to WHGMX
WHGMX has 15.92% 1-year volatility. There are 67 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.83% | — | Dec 2002 | WHGMX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.82% | — | Jul 1999 | WHGMX vs TLVAX | |
| Boston Trust Midcap Fund | 11.90% | — | — | WHGMX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.02% | — | Aug 2011 | WHGMX vs WAMFX | |
| Victory RS Investors Fund | 12.09% | — | Nov 2005 | WHGMX vs RSINX |
Lowest Drawdown Alternatives to WHGMX
WHGMX has a 1-year max drawdown of -9.68%. There are 68 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | WHGMX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | WHGMX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | WHGMX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | WHGMX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | WHGMX vs DNLDX |
Other Mutual Funds from Westwood
The 4 most viewed Westwood mutual funds shown here include WHGHX, WHGSX, WHGIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Westwood High Income Fund | High Yield Bonds | 85 | 3.96% | — | Dec 2011 | WHGMX vs WHGHX | |
| Westwood Quality SmallCap Fund | Small Cap Blend Equities | 21 | 14.50% | — | Apr 2007 | WHGMX vs WHGSX | |
| Westwood Income Opportunity Fund | Diversified Portfolio | 73 | 5.13% | — | Dec 2005 | WHGMX vs WHGIX | |
| Westwood Quality Value Fund | Large Cap Value Equities | 21 | 5.38% | — | Jun 2006 | WHGMX vs WHGLX |
Often Compared With WHGMX
Investors most often compare WHGMX with GTSGX, GABVX, JECIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare WHGMX with Any Fund or Stock
Compare WHGMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WHGMX with funds that move differently
Westwood Quality SMidCap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WHGMX.
Explore WHGMX Diversifiers