WPG Partners Small/Micro Cap Value Fund (WPGTX) Alternatives
WPG Partners Small/Micro Cap Value Fund (WPGTX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with WPGTX. 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 WPGTX
WPGTX charges 1.10% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among WPGTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | WPGTX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | WPGTX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | WPGTX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | WPGTX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | WPGTX vs VRTVX |
Best Risk-Adjusted Alternatives to WPGTX
Among mutual funds in the Small Cap Value 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | WPGTX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | WPGTX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | WPGTX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | WPGTX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | WPGTX vs MMEYX |
Top Performing WPGTX Alternatives (YTD)
WPGTX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | WPGTX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | WPGTX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | WPGTX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | WPGTX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | WPGTX vs MMEYX |
Lowest Volatility Alternatives to WPGTX
WPGTX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | WPGTX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | WPGTX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | WPGTX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | WPGTX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | WPGTX vs TASCX |
Lowest Drawdown Alternatives to WPGTX
WPGTX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | WPGTX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | WPGTX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | WPGTX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | WPGTX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | WPGTX vs JMCRX |
Other Mutual Funds from Boston Partners
Most popular Boston Partners mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | Long-Short | 93 | 0.57% | Nov 16, 1998 | WPGTX vs BPLEX | |
| Boston Partners Long/Short Research Fund | Long-Short | 62 | -2.07% | Sep 29, 2010 | WPGTX vs BPIRX | |
| Boston Partners All Cap Value Fund | Large Cap Value Equities | 23 | -4.93% | Jul 1, 2002 | WPGTX vs BPAVX | |
| Boston Partners Small Cap Value Fund II | Small Cap Value Equities | 25 | -1.66% | Jul 1, 1998 | WPGTX vs BPSCX | |
| Boston Partners Global Equity Fund | Global Equities | 72 | -2.56% | Dec 29, 2011 | WPGTX vs BPGIX | |
| Boston Partners Small Cap Value Fund Class I | Small Cap Value Equities | 25 | -1.61% | Jul 25, 2000 | WPGTX vs BPSIX |
Often Compared With WPGTX
What investors most often compare with WPGTX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| RiverPark Large Growth Fund | Large Cap Growth Equities | 11 | -13.34% | Sep 30, 2010 | WPGTX vs RPXIX | |
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 74 | 8.60% | Sep 24, 2019 | WPGTX vs AVUV | |
| Boston Partners Global Sustainability Fund | Global Equities | 89 | 2.43% | Dec 28, 2021 | WPGTX vs BPGSX | |
| Boston Partners Long/Short Equity Fund Institution... | Long-Short | 93 | 0.62% | Dec 27, 2000 | WPGTX vs BPLSX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | WPGTX vs PRVIX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | WPGTX vs VSCAX |
Compare WPGTX with Any Fund or Stock
Compare WPGTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.