Westwood Quality SmallCap Fund (WHGSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to WHGSX
WHGSX charges 0.92% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among WHGSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | WHGSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | WHGSX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | WHGSX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | WHGSX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | WHGSX vs TISBX |
Best Risk-Adjusted Alternatives to WHGSX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | WHGSX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | WHGSX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | WHGSX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | WHGSX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | WHGSX vs PRSVX |
Top Performing WHGSX Alternatives (YTD)
WHGSX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | WHGSX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | WHGSX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | WHGSX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | WHGSX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | WHGSX vs RIVSX |
Lowest Volatility Alternatives to WHGSX
WHGSX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | WHGSX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | WHGSX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | WHGSX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | WHGSX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | WHGSX vs CSMDX |
Lowest Drawdown Alternatives to WHGSX
WHGSX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | WHGSX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | WHGSX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | WHGSX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | WHGSX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | WHGSX vs BOSOX |
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 Value Fund | Large Cap Value Equities | 15 | -1.62% | Jun 28, 2006 | WHGSX vs WHGLX | |
| Westwood Income Opportunity Fund | Diversified Portfolio | 64 | -1.27% | Dec 18, 2005 | WHGSX vs WHGIX | |
| Westwood High Income Fund | High Yield Bonds | 60 | -1.47% | Dec 28, 2011 | WHGSX vs WHGHX | |
| Westwood Quality SMidCap Fund | Mid Cap Blend Equities | 48 | 2.88% | Dec 19, 2005 | WHGSX vs WHGMX |
Often Compared With WHGSX
What investors most often compare with WHGSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 74 | 8.60% | Sep 24, 2019 | WHGSX vs AVUV | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | WHGSX vs FSPGX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | WHGSX vs TNVIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | Small Cap Blend Equities | 37 | -1.21% | Nov 13, 2000 | WHGSX vs VSMAX |
Compare WHGSX with Any Fund or Stock
Compare WHGSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.