Wasatch Small Cap Value Fund (WMCVX) 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 WMCVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to WMCVX
WMCVX charges 1.16% annually. There are 120 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 | WMCVX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | WMCVX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | WMCVX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | WMCVX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | WMCVX vs VSMAX |
Best Risk-Adjusted Alternatives to WMCVX
WMCVX has a PortfoliosLab risk / return rank of 13. There are 165 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | WMCVX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | WMCVX vs WESCX | |
| MainStay WMC Small Companies Fund | 92 | — | Jan 1987 | WMCVX vs MOPIX | |
| River Oak Discovery Fund | 91 | — | Jun 2005 | WMCVX vs RIVSX | |
| Royce Micro Cap Series Fund | 88 | — | Dec 1991 | WMCVX vs RYOTX |
Top Performing WMCVX Alternatives (YTD)
WMCVX is at 11.38% YTD. There are 157 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 38.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 38.19% | — | Dec 1991 | WMCVX vs RYOTX | |
| Paradigm Micro-cap Fund | 34.26% | — | Dec 2007 | WMCVX vs PVIVX | |
| River Oak Discovery Fund | 33.44% | — | Jun 2005 | WMCVX vs RIVSX | |
| Hodges Small Cap Fund | 32.31% | — | Dec 2007 | WMCVX vs HDPSX | |
| Keeley Small Cap Fund Class Institutional | 31.53% | — | Apr 1997 | WMCVX vs WWSIX |
Lowest Volatility Alternatives to WMCVX
WMCVX has 18.90% 1-year volatility. There are 116 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.57% | — | Nov 1996 | WMCVX vs HFCGX | |
| DFA International Small Company Portfolio | 14.23% | — | Sep 1996 | WMCVX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.67% | — | Feb 2017 | WMCVX vs CSMDX | |
| DWS Small Cap Core Fund | 14.84% | — | Jul 2000 | WMCVX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.20% | — | — | WMCVX vs BOSOX |
Lowest Drawdown Alternatives to WMCVX
WMCVX has a 1-year max drawdown of -12.06%. There are 141 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 | WMCVX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | WMCVX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | WMCVX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | WMCVX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | WMCVX vs SSCDX |
Other Mutual Funds from Wasatch
The 10 most viewed Wasatch mutual funds shown here include WGROX, WAINX, WMICX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wasatch Core Growth Fund | Small Cap Growth Equities | 3 | 2.95% | — | Dec 1986 | WMCVX vs WGROX | |
| Wasatch Emerging India Fund | Asia Pacific Equities | 1 | -2.40% | — | Apr 2011 | WMCVX vs WAINX | |
| Wasatch Micro Cap Fund | Small Cap Growth Equities | 36 | 15.69% | — | Jun 1995 | WMCVX vs WMICX | |
| Wasatch Ultra Growth Fund | Small Cap Growth Equities | 14 | 8.66% | — | Aug 1992 | WMCVX vs WAMCX | |
| Wasatch Micro Cap Value Fund | Small Cap Growth Equities | 42 | 17.27% | — | Jul 2003 | WMCVX vs WAMVX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 86 | 11.36% | — | Sep 1996 | WMCVX vs FMIEX | |
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | 2 | -1.10% | — | Dec 1986 | WMCVX vs WAAEX | |
| Wasatch Emerging Markets Small Cap Fund | Emerging Markets Diversified | 59 | 22.94% | — | Sep 2007 | WMCVX vs WAEMX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Diversified | 12 | 6.92% | — | Dec 2012 | WMCVX vs WAESX | |
| Wasatch Frontier Emerging Small Countries Fund | Emerging Markets Diversified | 4 | 3.61% | — | Jan 2012 | WMCVX vs WAFMX |
Often Compared With WMCVX
Investors most often compare WMCVX with HAMVX, SPY, RPMGX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare WMCVX with Any Fund or Stock
Compare WMCVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WMCVX with funds that move differently
Wasatch Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WMCVX.
Explore WMCVX Diversifiers