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 a closer substitute for your current allocation.
Cheapest Alternatives to WPGTX
WPGTX charges 1.10% annually. There are 68 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | WPGTX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | WPGTX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | WPGTX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | WPGTX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | WPGTX vs VRTVX |
Best Risk-Adjusted Alternatives to WPGTX
WPGTX has a PortfoliosLab risk / return rank of 65. There are 53 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | WPGTX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | WPGTX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | WPGTX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | WPGTX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | WPGTX vs AVALX |
Top Performing WPGTX Alternatives (YTD)
WPGTX is at 20.45% YTD. There are 36 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | WPGTX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | WPGTX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | WPGTX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | WPGTX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | WPGTX vs WSCVX |
Lowest Volatility Alternatives to WPGTX
WPGTX has 16.28% 1-year volatility. There are 23 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | WPGTX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | WPGTX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | WPGTX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | WPGTX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | WPGTX vs ARSMX |
Lowest Drawdown Alternatives to WPGTX
WPGTX has a 1-year max drawdown of -10.64%. There are 88 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | WPGTX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | WPGTX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | WPGTX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | WPGTX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | WPGTX vs TSLTX |
Other Mutual Funds from Boston Partners
The 6 most viewed Boston Partners mutual funds shown here include BPLEX, BPIRX, BPAVX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | Long-Short | 94 | 13.85% | — | Nov 1998 | WPGTX vs BPLEX | |
| Boston Partners Long/Short Research Fund | Long-Short | 46 | 5.63% | — | Sep 2010 | WPGTX vs BPIRX | |
| Boston Partners All Cap Value Fund | Large Cap Value Equities | 50 | 10.76% | — | Jul 2002 | WPGTX vs BPAVX | |
| Boston Partners Small Cap Value Fund II | Small Cap Value Equities | 39 | 14.53% | — | Jul 1998 | WPGTX vs BPSCX | |
| Boston Partners Small Cap Value Fund Class I | Small Cap Value Equities | 40 | 14.65% | — | Jul 2000 | WPGTX vs BPSIX | |
| Boston Partners Global Equity Fund | Global Equities | 38 | 6.74% | — | Dec 2011 | WPGTX vs BPGIX |
Often Compared With WPGTX
Investors most often compare WPGTX with RPXIX, AVUV, BPLSX. These 19 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare WPGTX with Any Fund or Stock
Compare WPGTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WPGTX with funds that move differently
WPG Partners Small/Micro Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WPGTX.
Explore WPGTX Diversifiers