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 116 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% | 47.00B | May 2000 | WMKSX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | 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 63. There are 28 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 | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | WMKSX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | WMKSX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | WMKSX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | WMKSX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | WMKSX vs NESGX |
Top Performing WMKSX Alternatives (YTD)
WMKSX is at 18.70% YTD. There are 49 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | WMKSX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | WMKSX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | WMKSX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | WMKSX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 31.89% | — | Sep 2001 | WMKSX vs NEAGX |
Lowest Volatility Alternatives to WMKSX
WMKSX has 17.88% 1-year volatility. There are 23 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | WMKSX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | WMKSX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | WMKSX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | WMKSX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | WMKSX vs ETEGX |
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 Fund | -8.60% | — | Nov 1995 | WMKSX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | WMKSX vs SGPIX | |
| North Square Spectrum Alpha Fund | -9.55% | — | Jan 1994 | WMKSX vs ORIGX |
Other Mutual Funds from WesMark
The 5 most viewed WesMark mutual funds shown here include WMBLX, WMKGX, WMKTX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| WesMark Balanced Fund | Diversified Portfolio | 88 | 8.90% | — | Apr 1998 | WMKSX vs WMBLX | |
| WesMark Large Company Fund | Large Cap Growth Equities | 60 | 11.55% | — | Apr 1997 | WMKSX vs WMKGX | |
| WesMark Tactical Opportunity Fund | Tactical Allocation | 70 | 6.02% | — | Feb 2017 | WMKSX vs WMKTX | |
| WesMark West Virginia Municipal Bond Fund | Municipal Bonds | 57 | -0.93% | — | Apr 1997 | WMKSX vs WMKMX | |
| WesMark Government Bond Fund | Intermediate Core Bond | 15 | -0.87% | — | Apr 1998 | WMKSX vs WMBDX |
Often Compared With WMKSX
Investors most often compare WMKSX with PSCZX, ANOIX, LMOIX. These 20 comparison targets span 1 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