Westwood Quality SMidCap Fund (WHGMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to WHGMX
WHGMX charges 0.88% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among WHGMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | WHGMX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | WHGMX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | WHGMX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | WHGMX vs VEMPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | WHGMX vs SWMCX |
Best Risk-Adjusted Alternatives to WHGMX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 93 | — | WHGMX vs MISIX | |
| Paradigm Select Fund | 86 | Jan 3, 2005 | WHGMX vs PFSLX | |
| Tarkio Fund | 82 | Jun 28, 2011 | WHGMX vs TARKX | |
| Gabelli Value 25 Fund | 82 | Sep 29, 1989 | WHGMX vs GABVX | |
| The Texas Fund | 74 | Sep 17, 2013 | WHGMX vs BIGTX |
Top Performing WHGMX Alternatives (YTD)
WHGMX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Paradigm Select Fund | 11.83% | Jan 3, 2005 | WHGMX vs PFSLX | |
| Ave Maria Value Fund | 9.67% | May 1, 2001 | WHGMX vs AVEMX | |
| The Texas Fund | 9.34% | Sep 17, 2013 | WHGMX vs BIGTX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 7.81% | Aug 12, 2015 | WHGMX vs FZFLX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 6.17% | Dec 26, 2018 | WHGMX vs FTSIX |
Lowest Volatility Alternatives to WHGMX
WHGMX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.74% | Dec 26, 2019 | WHGMX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | WHGMX vs LLSCX | |
| Victory RS Investors Fund | 15.83% | Nov 15, 2005 | WHGMX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.91% | Jul 14, 1999 | WHGMX vs TLVAX | |
| Gabelli Focused Growth and Income Fund | 16.07% | Dec 31, 2002 | WHGMX vs GWSAX |
Lowest Drawdown Alternatives to WHGMX
WHGMX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | WHGMX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | WHGMX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | WHGMX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | WHGMX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | WHGMX vs KMVAX |
Other Mutual Funds from Westwood
Most popular Westwood mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Westwood Quality SmallCap Fund | Small Cap Blend Equities | 18 | 3.93% | Apr 2, 2007 | WHGMX vs WHGSX | |
| Westwood Quality Value Fund | Large Cap Value Equities | 14 | 0.00% | Jun 28, 2006 | WHGMX vs WHGLX | |
| Westwood Income Opportunity Fund | Diversified Portfolio | 63 | 0.13% | Dec 18, 2005 | WHGMX vs WHGIX | |
| Westwood High Income Fund | High Yield Bonds | 61 | -0.48% | Dec 28, 2011 | WHGMX vs WHGHX |
Often Compared With WHGMX
What investors most often compare with WHGMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Madison Mid Cap Fund | Mid Cap Blend Equities | 6 | -4.35% | Jul 21, 1983 | WHGMX vs GTSGX |
Compare WHGMX with Any Fund or Stock
Compare WHGMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.