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 a closer substitute for your current allocation.
Cheapest Alternatives to WMICX
WMICX charges 1.63% annually. There are 152 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 | WMICX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | WMICX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | WMICX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | WMICX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | WMICX vs VISGX |
Best Risk-Adjusted Alternatives to WMICX
WMICX has a PortfoliosLab risk / return rank of 45. There are 86 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | WMICX vs NESIX | |
| Driehaus Micro Cap Growth Fund | 90 | — | Nov 2013 | WMICX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | WMICX vs DSCIX | |
| Needham Small Cap Growth Fund | 90 | — | May 2002 | WMICX vs NESGX | |
| Hood River Small-Cap Growth Fund | 88 | — | Jan 2003 | WMICX vs HRSMX |
Top Performing WMICX Alternatives (YTD)
WMICX is at 18.80% YTD. There are 84 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 71.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 71.25% | — | Dec 2016 | WMICX vs NESIX | |
| Needham Small Cap Growth Fund | 70.70% | — | May 2002 | WMICX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 50.79% | — | Dec 2016 | WMICX vs NEAIX | |
| Needham Aggressive Growth Fund | 50.50% | — | Sep 2001 | WMICX vs NEAGX | |
| Oberweis Micro Cap Fund | 46.88% | — | Dec 1995 | WMICX vs OBMCX |
Lowest Volatility Alternatives to WMICX
WMICX has 19.91% 1-year volatility. There are 53 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | WMICX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | WMICX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.29% | — | Jan 1997 | WMICX vs ETEGX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.35% | — | Sep 1997 | WMICX vs ETMGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | WMICX vs NBGNX |
Lowest Drawdown Alternatives to WMICX
WMICX has a 1-year max drawdown of -14.32%. There are 105 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 | WMICX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | WMICX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | WMICX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | WMICX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | WMICX vs RFIMX |
Other Mutual Funds from Wasatch
The 10 most viewed Wasatch mutual funds shown here include WGROX, WAINX, WAMCX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Wasatch Core Growth Fund | Small Cap Growth Equities | 2 | 4.65% | — | Dec 1986 | WMICX vs WGROX | |
| Wasatch Emerging India Fund | India Equities, Asia Pacific Equities | 1 | 0.00% | — | Apr 2011 | WMICX vs WAINX | |
| Wasatch Ultra Growth Fund | Small Cap Growth Equities | 19 | 13.87% | — | Aug 1992 | WMICX vs WAMCX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 91 | 13.31% | — | Sep 1996 | WMICX vs FMIEX | |
| Wasatch Micro Cap Value Fund | Small Cap Growth Equities | 43 | 19.22% | — | Jul 2003 | WMICX vs WAMVX | |
| Wasatch Small Cap Growth Fund | Small Cap Growth Equities | 2 | 3.24% | — | Dec 1986 | WMICX vs WAAEX | |
| Wasatch Emerging Markets Small Cap Fund | Emerging Markets Diversified | 46 | 20.00% | — | Sep 2007 | WMICX vs WAEMX | |
| Wasatch Emerging Markets Select Fund | Emerging Markets Diversified | 13 | 8.78% | — | Dec 2012 | WMICX vs WAESX | |
| Wasatch Small Cap Value Fund | Small Cap Blend Equities | 10 | 11.72% | — | Dec 1997 | WMICX vs WMCVX | |
| Wasatch Frontier Emerging Small Countries Fund | Emerging Markets Diversified | 2 | 3.06% | — | Jan 2012 | WMICX vs WAFMX |
Often Compared With WMICX
Investors most often compare WMICX with SWSSX, AVALX, PVIVX. These 20 comparison targets span 14 categories, 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.
Pair WMICX with funds that move differently
Wasatch Micro Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WMICX.
Explore WMICX Diversifiers