Wasatch Micro Cap Fund (WMICX) Alternatives
Wasatch Micro Cap Fund (WMICX) 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 WMICX. 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 WMICX
WMICX charges 1.63% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among WMICX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | WMICX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | WMICX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | WMICX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | WMICX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | WMICX vs VISGX |
Best Risk-Adjusted Alternatives to WMICX
Among mutual funds in the Small Cap Growth 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | WMICX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | WMICX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | WMICX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | WMICX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | WMICX vs HRSMX |
Top Performing WMICX Alternatives (YTD)
WMICX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | WMICX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | WMICX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | WMICX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | WMICX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | WMICX vs OBMCX |
Lowest Volatility Alternatives to WMICX
WMICX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | WMICX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | WMICX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | WMICX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | WMICX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | WMICX vs ETEGX |
Lowest Drawdown Alternatives to WMICX
WMICX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | WMICX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | WMICX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | WMICX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | WMICX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | WMICX vs CTSIX |
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 | WMICX vs WGROX | |
| Wasatch Emerging India Fund | Asia Pacific Equities | 0 | -20.19% | Apr 25, 2011 | WMICX vs WAINX | |
| Wasatch Ultra Growth Fund | Small Cap Growth Equities | 5 | -12.13% | Aug 17, 1992 | WMICX vs WAMCX | |
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | 3 | -10.54% | Dec 8, 1986 | WMICX vs WAAEX | |
| Wasatch Micro Cap Value Fund | Small Cap Growth Equities | 34 | -4.87% | Jul 28, 2003 | WMICX vs WAMVX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Diversified | 8 | -8.40% | Dec 12, 2012 | WMICX vs WAESX | |
| Wasatch Small Cap Value Fund | Small Cap Blend Equities | 10 | -1.67% | Dec 17, 1997 | WMICX vs WMCVX | |
| Wasatch Emerging Markets Small Cap Fund | Emerging Markets Diversified | 67 | 2.94% | Sep 30, 2007 | WMICX vs WAEMX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | WMICX vs FMIEX | |
| Wasatch Frontier Emerging Small Countries Fund | Emerging Markets Diversified | 3 | -5.83% | Jan 30, 2012 | WMICX vs WAFMX |
Often Compared With WMICX
What investors most often compare with WMICX, based on PortfoliosLab usage data.
Compare WMICX with Any Fund or Stock
Compare WMICX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.