Wasatch Core Growth Fund Institutional Class (WIGRX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WIGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WIGRX
WIGRX charges 1.05% annually. There are 75 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | WIGRX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | WIGRX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | WIGRX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | WIGRX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | WIGRX vs VISGX |
Best Risk-Adjusted Alternatives to WIGRX
WIGRX has a PortfoliosLab risk / return rank of 3. There are 159 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 92 | — | Nov 2015 | WIGRX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 87 | — | Dec 2016 | WIGRX vs NESIX | |
| Needham Small Cap Growth Fund | 86 | — | May 2002 | WIGRX vs NESGX | |
| Emerald Growth Fund Institutional Class | 83 | — | Oct 2008 | WIGRX vs FGROX | |
| Emerald Growth Fund | 83 | — | Oct 1992 | WIGRX vs HSPGX |
Top Performing WIGRX Alternatives (YTD)
WIGRX is at 5.10% YTD. There are 145 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 57.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 57.55% | — | Dec 2016 | WIGRX vs NESIX | |
| Needham Small Cap Growth Fund | 56.98% | — | May 2002 | WIGRX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 36.80% | — | Dec 2016 | WIGRX vs NEAIX | |
| Oberweis Micro Cap Fund | 36.67% | — | Dec 1995 | WIGRX vs OBMCX | |
| Needham Aggressive Growth Fund | 36.50% | — | Sep 2001 | WIGRX vs NEAGX |
Lowest Volatility Alternatives to WIGRX
WIGRX has 19.64% 1-year volatility. There are 50 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.53% | — | Nov 1995 | WIGRX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.31% | — | Jul 2011 | WIGRX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.26% | — | Sep 1988 | WIGRX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.26% | — | Jul 1999 | WIGRX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.27% | — | Jan 1997 | WIGRX vs ETEGX |
Lowest Drawdown Alternatives to WIGRX
WIGRX has a 1-year max drawdown of -15.43%. There are 124 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | WIGRX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | WIGRX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | WIGRX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | WIGRX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | WIGRX vs RFIMX |
Compare WIGRX with Any Fund or Stock
Compare WIGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WIGRX with funds that move differently
Wasatch Core Growth Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WIGRX.
Explore WIGRX Diversifiers