Wasatch Small Cap Value Fund (WMCVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to WMCVX
WMCVX charges 1.16% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among WMCVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | WMCVX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | WMCVX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | WMCVX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | WMCVX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | WMCVX vs VSMAX |
Best Risk-Adjusted Alternatives to WMCVX
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 | WMCVX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | WMCVX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | WMCVX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | WMCVX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | WMCVX vs PRSVX |
Top Performing WMCVX Alternatives (YTD)
WMCVX 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 | WMCVX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | WMCVX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | WMCVX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | WMCVX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | WMCVX vs RIVSX |
Lowest Volatility Alternatives to WMCVX
WMCVX 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 | WMCVX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | WMCVX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | WMCVX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | WMCVX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | WMCVX vs CSMDX |
Lowest Drawdown Alternatives to WMCVX
WMCVX 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 | WMCVX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | WMCVX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | WMCVX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | WMCVX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | WMCVX vs BOSOX |
Other Mutual Funds from Wasatch
Most popular Wasatch mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Wasatch Core Growth Fund | Small Cap Growth Equities | 2 | -8.56% | Dec 8, 1986 | WMCVX vs WGROX | |
| Wasatch Emerging India Fund | Asia Pacific Equities | 0 | -20.19% | Apr 25, 2011 | WMCVX vs WAINX | |
| Wasatch Ultra Growth Fund | Small Cap Growth Equities | 5 | -12.13% | Aug 17, 1992 | WMCVX vs WAMCX | |
| Wasatch Micro Cap Fund | Small Cap Growth Equities | 39 | -6.11% | Jun 19, 1995 | WMCVX vs WMICX | |
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | 3 | -10.54% | Dec 8, 1986 | WMCVX vs WAAEX | |
| Wasatch Micro Cap Value Fund | Small Cap Growth Equities | 34 | -4.87% | Jul 28, 2003 | WMCVX vs WAMVX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Diversified | 8 | -8.40% | Dec 12, 2012 | WMCVX vs WAESX | |
| Wasatch Emerging Markets Small Cap Fund | Emerging Markets Diversified | 67 | 2.94% | Sep 30, 2007 | WMCVX vs WAEMX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | WMCVX vs FMIEX | |
| Wasatch Frontier Emerging Small Countries Fund | Emerging Markets Diversified | 3 | -5.83% | Jan 30, 2012 | WMCVX vs WAFMX |
Often Compared With WMCVX
What investors most often compare with WMCVX, 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.