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 a closer substitute for your current allocation.
Cheapest Alternatives to WMKSX
WMKSX charges 1.24% annually. There are 115 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 | WMKSX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | WMKSX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | WMKSX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | WMKSX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | WMKSX vs VISGX |
Best Risk-Adjusted Alternatives to WMKSX
WMKSX has a PortfoliosLab risk / return rank of 67. There are 32 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | WMKSX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | WMKSX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | WMKSX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | WMKSX vs NEAGX | |
| Oberweis Micro Cap Fund | 91 | — | Dec 1995 | WMKSX vs OBMCX |
Top Performing WMKSX Alternatives (YTD)
WMKSX is at 20.68% YTD. There are 66 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 84.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 84.62% | — | Dec 2016 | WMKSX vs NESIX | |
| Needham Small Cap Growth Fund | 84.13% | — | May 2002 | WMKSX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 62.37% | — | Dec 2016 | WMKSX vs NEAIX | |
| Needham Aggressive Growth Fund | 62.08% | — | Sep 2001 | WMKSX vs NEAGX | |
| Oberweis Micro Cap Fund | 50.06% | — | Dec 1995 | WMKSX vs OBMCX |
Lowest Volatility Alternatives to WMKSX
WMKSX has 17.90% 1-year volatility. There are 28 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.45% | — | Nov 1995 | WMKSX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.35% | — | Jul 2011 | WMKSX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.24% | — | Jan 1997 | WMKSX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.29% | — | Sep 1988 | WMKSX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.30% | — | Jul 1999 | WMKSX vs NBGIX |
Lowest Drawdown Alternatives to WMKSX
WMKSX has a 1-year max drawdown of -8.50%. There are 2 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 | WMKSX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | WMKSX vs RYWCX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | WMKSX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | WMKSX vs RFIMX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | WMKSX vs SGPIX |
Other Mutual Funds from WesMark
The 5 most viewed WesMark mutual funds shown here include WMBLX, WMKGX, WMKMX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| WesMark Balanced Fund | Diversified Portfolio | 88 | 8.91% | — | Apr 1998 | WMKSX vs WMBLX | |
| WesMark Large Company Fund | Large Cap Growth Equities | 67 | 12.42% | — | Apr 1997 | WMKSX vs WMKGX | |
| WesMark West Virginia Municipal Bond Fund | Municipal Bonds | 64 | 1.20% | — | Apr 1997 | WMKSX vs WMKMX | |
| WesMark Government Bond Fund | Intermediate Core Bond | 15 | 0.10% | — | Apr 1998 | WMKSX vs WMBDX | |
| WesMark Tactical Opportunity Fund | Tactical Allocation | 56 | 6.34% | — | Feb 2017 | WMKSX vs WMKTX |
Often Compared With WMKSX
Investors most often compare WMKSX with PSCZX, ANOIX, LMOIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare WMKSX with Any Fund or Stock
Compare WMKSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WMKSX with funds that move differently
WesMark Small Company Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WMKSX.
Explore WMKSX Diversifiers