Westwood Quality SmallCap Fund (WHGSX) 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 WHGSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WHGSX
WHGSX charges 0.92% annually. There are 75 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | WHGSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | WHGSX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | WHGSX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | WHGSX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | WHGSX vs TISBX |
Best Risk-Adjusted Alternatives to WHGSX
WHGSX has a PortfoliosLab risk / return rank of 15. There are 163 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | WHGSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | WHGSX vs WESCX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 90 | — | Nov 2017 | WHGSX vs GQSCX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | WHGSX vs MOPIX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | WHGSX vs RIVSX |
Top Performing WHGSX Alternatives (YTD)
WHGSX is at 14.61% YTD. There are 143 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 39.62% | — | Dec 2007 | WHGSX vs PVIVX | |
| Royce Micro Cap Series Fund | 38.19% | — | Dec 1991 | WHGSX vs RYOTX | |
| River Oak Discovery Fund | 31.64% | — | Jun 2005 | WHGSX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 30.11% | — | Apr 1997 | WHGSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 29.96% | — | Apr 1997 | WHGSX vs WESCX |
Lowest Volatility Alternatives to WHGSX
WHGSX has 17.65% 1-year volatility. There are 65 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | WHGSX vs HFCGX | |
| DFA International Small Company Portfolio | 14.33% | 15.72B | Sep 1996 | WHGSX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | WHGSX vs CSMDX | |
| DWS Small Cap Core Fund | 15.05% | — | Jul 2000 | WHGSX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.14% | — | — | WHGSX vs BOSOX |
Lowest Drawdown Alternatives to WHGSX
WHGSX has a 1-year max drawdown of -10.47%. There are 99 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | WHGSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | WHGSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | WHGSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | WHGSX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | WHGSX vs SSCDX |
Other Mutual Funds from Westwood
The 4 most viewed Westwood mutual funds shown here include WHGHX, WHGMX, WHGIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Westwood High Income Fund | High Yield Bonds | 85 | 4.12% | — | Dec 2011 | WHGSX vs WHGHX | |
| Westwood Quality SMidCap Fund | Mid Cap Blend Equities | 37 | 15.12% | — | Dec 2005 | WHGSX vs WHGMX | |
| Westwood Income Opportunity Fund | Diversified Portfolio | 69 | 4.93% | — | Dec 2005 | WHGSX vs WHGIX | |
| Westwood Quality Value Fund | Large Cap Value Equities | 30 | 8.54% | — | Jun 2006 | WHGSX vs WHGLX |
Often Compared With WHGSX
Investors most often compare WHGSX with HASCX, AVUV, FSPGX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare WHGSX with Any Fund or Stock
Compare WHGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WHGSX with funds that move differently
Westwood Quality SmallCap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WHGSX.
Explore WHGSX Diversifiers