William Blair Small-Mid Cap Growth Fund (WSMDX) Alternatives
William Blair Small-Mid Cap Growth Fund (WSMDX) belongs to the Mid 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 WSMDX. 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 WSMDX
WSMDX charges 1.10% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among WSMDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | WSMDX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | WSMDX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | WSMDX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | WSMDX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | WSMDX vs VMGMX |
Best Risk-Adjusted Alternatives to WSMDX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | WSMDX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | WSMDX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | WSMDX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | WSMDX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | WSMDX vs BFGIX |
Top Performing WSMDX Alternatives (YTD)
WSMDX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | WSMDX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | WSMDX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | WSMDX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | WSMDX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | WSMDX vs NEEGX |
Lowest Volatility Alternatives to WSMDX
WSMDX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | WSMDX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | WSMDX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | WSMDX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | WSMDX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | WSMDX vs VSNGX |
Lowest Drawdown Alternatives to WSMDX
WSMDX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | WSMDX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | WSMDX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | WSMDX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | WSMDX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | WSMDX vs VLEQX |
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Often Compared With WSMDX
What investors most often compare with WSMDX, based on PortfoliosLab usage data.
Compare WSMDX with Any Fund or Stock
Compare WSMDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.