• MicroCap Funds versus MicroCap ETFs

    Posted July 23, 2012 By in Blog, Educational With | No Comments MicroCap Funds versus MicroCap ETFs

    A few months back I wrote this article on The Best MicroCap Funds (closed end) and listed their performance against the Russell MicroCap and Russell 2000 indices.  A couple weeks ago on the radio program we discussed a topic we saw in a Barrons article which stated to be cautious of ETFs that invested in illiquid markets like MicroCaps.

    I thought it would be interesting to see how four closed end MicroCap Funds compared to the four MicroCap ETFs when looking at five year performance. Just as we stated in the radio program we believe in actively managing a MicroCap portfolio, and I think the charts below prove this.

    MicroCap Funds

    GAMCO Westwood Mighty Mites Fund (WEIMX)

    Royce MicroCap Fund (RYOTX)

    Perrit MicroCap Opportunities Fund (PRCGX)

    Managers MicroCap Fund (MMCFX)

    Click To Enlarge

     MicroCap ETFs

    First Trust Dow Jones Select MicroCap ETF (FDM)

    Guggenheim Wilshire MicroCap ETF (WMCR)

    iShares Russell MicroCap Index Fund (IWC)

    Powershares Zacks MicroCap Portfolio Fund (PZI)

    Click To Enlarge

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    Ian Cassel
    Founder of MicroCapClub, Ian is a full time private investor focusing on micro cap companies. He lost a lot of money early on in his investing career in micro caps, which motivated him to learn from losing. Now he loses less. Ian created MicroCapClub as a place for experienced micro cap investors to share and discuss ideas.

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