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 a closer substitute for your current allocation.
Cheapest Alternatives to WSMDX
WSMDX charges 1.10% annually. There are 116 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | WSMDX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | WSMDX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | WSMDX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | WSMDX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | WSMDX vs VMFGX |
Best Risk-Adjusted Alternatives to WSMDX
WSMDX has a PortfoliosLab risk / return rank of 31. There are 29 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 86 | 31.20B | Aug 1995 | WSMDX vs VHCOX | |
| Needham Growth Fund | 78 | — | Jan 1996 | WSMDX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 78 | — | Oct 2000 | WSMDX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 77 | — | Nov 2004 | WSMDX vs POAGX | |
| Needham Growth Fund Institutional Class | 76 | — | Dec 2016 | WSMDX vs NEEIX |
Top Performing WSMDX Alternatives (YTD)
WSMDX is at 12.25% YTD. There are 47 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 44.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 44.89% | — | Dec 2016 | WSMDX vs NEEIX | |
| Needham Growth Fund | 44.58% | — | Jan 1996 | WSMDX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 37.54% | — | May 2007 | WSMDX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 28.73% | — | Oct 2000 | WSMDX vs TAAGX | |
| Kinetics Paradigm Fund | 25.77% | — | Dec 1999 | WSMDX vs WWNPX |
Lowest Volatility Alternatives to WSMDX
WSMDX has 19.21% 1-year volatility. There are 95 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.68%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.68% | — | May 2021 | WSMDX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.31% | — | May 2010 | WSMDX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.69% | — | Dec 1996 | WSMDX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.49% | — | Mar 1950 | WSMDX vs VLIFX | |
| Sparrow Growth Fund | 13.52% | — | Oct 1998 | WSMDX vs SGFFX |
Lowest Drawdown Alternatives to WSMDX
WSMDX has a 1-year max drawdown of -11.50%. There are 41 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | WSMDX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | WSMDX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | WSMDX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | WSMDX vs SECUX | |
| Timothy Plan Aggressive Growth Fund | -9.37% | — | Oct 2000 | WSMDX vs TAAGX |
Other Mutual Funds from William Blair
The 10 most viewed William Blair mutual funds shown here include LCGFX, WBCIX, WBSIX and span 7 categories.
Often Compared With WSMDX
Investors most often compare WSMDX with VEXMX, DFFVX, HAGAX. These 20 comparison targets span 12 categories, 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.
Pair WSMDX with funds that move differently
William Blair Small-Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WSMDX.
Explore WSMDX Diversifiers