William Blair China Growth Fund (WICGX) belongs to the China Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WICGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WICGX
WICGX charges 1.01% annually. There are 6 mutual funds in the China Equities category with lower expense ratios, going as low as 0.80%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 0.80% | — | Oct 2018 | WICGX vs FIQFX | |
| Fidelity China Region Fund | 0.91% | — | Nov 1995 | WICGX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 0.93% | — | May 2008 | WICGX vs FHKIX | |
| Baillie Gifford China Equities Fund | 0.96% | — | Jul 2021 | WICGX vs BGCBX | |
| BlackRock China A Opportunities Fund | 0.99% | — | Dec 2018 | WICGX vs CHILX |
Best Risk-Adjusted Alternatives to WICGX
WICGX has a PortfoliosLab risk / return rank of 9. There are 18 mutual funds in the China Equities category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity China Region Fund | 84 | — | Nov 1995 | WICGX vs FHKCX | |
| Fidelity Advisor China Region Fund Class Z | 84 | — | Oct 2018 | WICGX vs FIQFX | |
| Fidelity Advisor China Region Fund Class I | 83 | — | May 2008 | WICGX vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | 83 | — | May 2008 | WICGX vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | 82 | — | May 2008 | WICGX vs FHKTX |
Top Performing WICGX Alternatives (YTD)
WICGX is at -0.61% YTD. There are 12 mutual funds in the China Equities category with higher YTD returns, going as high as 25.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor China Region Fund Class Z | 25.90% | — | Oct 2018 | WICGX vs FIQFX | |
| Fidelity China Region Fund | 25.83% | — | Nov 1995 | WICGX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | 25.81% | — | May 2008 | WICGX vs FHKIX | |
| Fidelity Advisor China Region Fund Class A | 25.60% | — | May 2008 | WICGX vs FHKAX | |
| Fidelity Advisor China Region Fund Class M | 25.43% | — | May 2008 | WICGX vs FHKTX |
Lowest Volatility Alternatives to WICGX
WICGX has 26.65% 1-year volatility. There are 20 mutual funds in the China Equities category with lower 1-year volatility, going as low as 17.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Guinness Atkinson China And Hong Kong Fund | 17.22% | — | Jun 1994 | WICGX vs ICHKX | |
| Templeton Dragon Fund Inc. | 18.92% | — | — | WICGX vs TDF | |
| Baillie Gifford China Equities Fund | 19.04% | — | Jul 2021 | WICGX vs BGCBX | |
| Eaton Vance Greater China Growth Fund | 19.34% | — | Oct 1992 | WICGX vs EVCGX | |
| Goldman Sachs China Equity Fund | 20.00% | — | Jul 1994 | WICGX vs GSAGX |
Lowest Drawdown Alternatives to WICGX
WICGX has a 1-year max drawdown of -15.38%. There are 14 mutual funds in the China Equities category with shallower 1-year drawdowns, going as shallow as -10.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Morgan Stanley China A Share Fund | -10.98% | — | Jul 2006 | WICGX vs CAF | |
| BlackRock China A Opportunities Fund | -11.64% | — | Dec 2018 | WICGX vs CHILX | |
| Fidelity Advisor China Region Fund Class Z | -12.23% | — | Oct 2018 | WICGX vs FIQFX | |
| Fidelity China Region Fund | -12.24% | — | Nov 1995 | WICGX vs FHKCX | |
| Fidelity Advisor China Region Fund Class I | -12.26% | — | May 2008 | WICGX vs FHKIX |
Other Mutual Funds from William Blair
The 10 most viewed William Blair mutual funds shown here include LCGFX, WBCIX, WSMDX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| William Blair Large Cap Growth Fund | Large Cap Growth Equities | 6 | 0.27% | — | Dec 1999 | WICGX vs LCGFX | |
| William Blair Small-Mid Cap Core Fund | Small Cap Blend Equities | 27 | 12.33% | — | Oct 2019 | WICGX vs WBCIX | |
| William Blair Small-Mid Cap Growth Fund | Mid Cap Growth Equities | 26 | 9.62% | — | Dec 2003 | WICGX vs WSMDX | |
| William Blair Small Cap Growth Fund | Small Cap Growth Equities | 46 | 16.77% | — | Dec 1999 | WICGX vs WBSIX | |
| William Blair Emerging Markets Small Cap Growth Fu... | Emerging Markets Equities | 29 | 7.72% | — | Oct 2011 | WICGX vs BESIX | |
| William Blair International Small Cap Growth Fund | Foreign Small & Mid Cap Equities | 9 | 5.19% | — | Oct 2005 | WICGX vs WISIX | |
| William Blair Growth Fund | Large Cap Growth Equities | 9 | 3.28% | — | Mar 1946 | WICGX vs WBGSX | |
| William Blair International Growth Fund | Foreign Large Cap Equities | 30 | 10.73% | — | Sep 1992 | WICGX vs WBIGX | |
| William Blair Global Leaders Fund | Global Equities | 20 | 4.53% | — | Oct 2007 | WICGX vs WGFIX | |
| William Blair International Leaders Fund | Foreign Large Cap Equities | 37 | 12.60% | — | Aug 2012 | WICGX vs WILIX |
Often Compared With WICGX
Investors most often compare WICGX with OBCHX, TRCLX, MCSMX. These 4 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Oberweis China Opportunities Fund | China Equities, Asia Pacific Equities | 57 | 21.44% | — | Oct 2005 | WICGX vs OBCHX | |
| T. Rowe Price China Evolution Equity Fund | China Equities, Asia Pacific Equities | 69 | 18.94% | — | Dec 2019 | WICGX vs TRCLX | |
| Matthews China Small Companies Fund | China Equities, Asia Pacific Equities | 34 | 20.37% | — | May 2011 | WICGX vs MCSMX | |
| abrdn China A Share Equity Fund | China Equities, Asia Pacific Equities | — | — | — | Jun 2004 | WICGX vs GOPIX |
Compare WICGX with Any Fund or Stock
Compare WICGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WICGX with funds that move differently
William Blair China Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WICGX.
Explore WICGX Diversifiers