WesMark Small Company Fund (WMKSX) Alternatives
WesMark Small Company Fund (WMKSX) 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 WMKSX. 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 WMKSX
WMKSX charges 1.24% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among WMKSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | WMKSX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | WMKSX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | WMKSX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | WMKSX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | WMKSX vs VISGX |
Best Risk-Adjusted Alternatives to WMKSX
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 | WMKSX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | WMKSX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | WMKSX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | WMKSX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | WMKSX vs HRSMX |
Top Performing WMKSX Alternatives (YTD)
WMKSX 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 | WMKSX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | WMKSX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | WMKSX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | WMKSX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | WMKSX vs OBMCX |
Lowest Volatility Alternatives to WMKSX
WMKSX 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 | WMKSX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | WMKSX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | WMKSX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | WMKSX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | WMKSX vs ETEGX |
Lowest Drawdown Alternatives to WMKSX
WMKSX 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 | WMKSX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | WMKSX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | WMKSX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | WMKSX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | WMKSX vs CTSIX |
Other Mutual Funds from WesMark
Most popular WesMark mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| WesMark Large Company Fund | Large Cap Growth Equities | 33 | -9.29% | Apr 14, 1997 | WMKSX vs WMKGX | |
| WesMark Balanced Fund | Diversified Portfolio | 58 | -0.46% | Apr 19, 1998 | WMKSX vs WMBLX | |
| WesMark Government Bond Fund | Intermediate Core Bond | 35 | -0.55% | Apr 20, 1998 | WMKSX vs WMBDX | |
| WesMark Tactical Opportunity Fund | Tactical Allocation | 67 | -0.47% | Feb 28, 2017 | WMKSX vs WMKTX | |
| WesMark West Virginia Municipal Bond Fund | Municipal Bonds | 49 | -1.14% | Apr 13, 1997 | WMKSX vs WMKMX |
Often Compared With WMKSX
What investors most often compare with WMKSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PGIM Jennison Small Company Fund Class Z | Small Cap Growth Equities | 28 | -2.55% | Mar 1, 1996 | WMKSX vs PSCZX | |
| Aegis Value Fund | Small Cap Value Equities | 98 | 13.53% | May 15, 1998 | WMKSX vs AVALX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | WMKSX vs PNSAX |
Compare WMKSX with Any Fund or Stock
Compare WMKSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.