The Best Small Cap Growth Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Small Cap Growth Equities mutual funds.

Number of Funds: 174
Avg. Expense Ratio: 1.12%
Avg. Yield: 6.18%
Avg. 1 Year Return: 30.89%
Median Risk/Return Score: 37 / 100

170 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	Sep 1, 1994	1.70%	21.90%	11.19%	7.40%	48
SSDAX	DWS Small Cap Growth Fund	Small Cap Growth Equities	Jun 28, 2002	1.21%	14.82%	8.09%	3.94%	39
STSGX	American Beacon Stephens Small Cap Growth Fund	Small Cap Growth Equities	Dec 1, 2005	1.30%	14.77%	12.12%	10.04%	31
TCMSX	Voya Small Cap Growth Fund	Small Cap Growth Equities	Oct 1, 2004	0.93%	18.46%	14.77%	4.70%	61
TFCGX	Taylor Frigon Core Growth Fund	Small Cap Growth Equities	Dec 27, 2016	1.45%	14.52%	—	0.00%	19
TRSSX	T. Rowe Price Institutional Small Cap Stock Fund	Small Cap Growth Equities	Mar 31, 2000	0.66%	10.95%	11.44%	9.52%	29
TSCGX	Thrivent Small Cap Growth Fund	Small Cap Growth Equities	Feb 28, 2018	1.21%	18.81%	—	0.73%	33
TSCIX	AMG TimesSquare Small Cap Growth Fund	Small Cap Growth Equities	Jan 21, 2000	0.99%	8.86%	10.16%	0.00%	8
UMBHX	Carillon Scout Small Cap Fund	Small Cap Growth Equities	Nov 17, 1986	0.90%	—	—	0.00%	—
VEXPX	Vanguard Explorer Fund Investor Shares	Small Cap Growth Equities	Dec 11, 1967	0.40%	15.50%	13.16%	6.39%	45
VEXRX	Vanguard Explorer Fund Admiral Shares	Small Cap Growth Equities	Nov 12, 2001	0.29%	15.56%	13.29%	6.52%	45
VISGX	Vanguard Small Cap Growth Index Fund	Small Cap Growth Equities	May 21, 1998	0.19%	18.19%	11.56%	0.34%	45
VLEOX	Value Line Small Cap Opportunities Fund	Small Cap Growth Equities	Jun 23, 1993	1.16%	7.14%	11.12%	5.97%	16
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	Small Cap Growth Equities	May 25, 2011	0.08%	18.61%	11.44%	0.60%	44
VSCOX	JPMorgan Small Cap Blend Fund	Small Cap Growth Equities	May 19, 1997	1.24%	16.38%	13.05%	4.87%	40
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	Small Cap Growth Equities	Sep 27, 2011	0.07%	18.25%	11.70%	0.44%	45
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	Small Cap Growth Equities	May 24, 2000	0.06%	18.27%	11.72%	0.45%	45
VVSGX	VALIC Company I Small Cap Growth Fund	Small Cap Growth Equities	Aug 31, 2006	0.88%	12.02%	—	2.22%	22
VYSAX	Voya MI Dynamic Small Cap Fund Class I	Small Cap Growth Equities	Jan 4, 1994	0.86%	12.53%	8.65%	10.84%	37
WAAEX	Wasatch Small Cap Growth Fund	Small Cap Growth Equities	Dec 8, 1986	1.12%	-1.58%	8.64%	2.00%	2

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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Time Period

Best Small Cap Growth Equities Mutual funds by Risk/Return Score

The top Small Cap Growth Equities Mutual funds by PortfoliosLab Risk/Return Score are NESIX (94) and NESGX (94). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	94	—	Dec 2016
NESGX	Needham Small Cap Growth Fund	94	—	May 2002
NEAIX	Needham Aggressive Growth Fund Institutional Class	93	—	Dec 2016
NEAGX	Needham Aggressive Growth Fund	92	—	Sep 2001
OBMCX	Oberweis Micro Cap Fund	89	—	Dec 1995

Best-Performing Small Cap Growth Equities Mutual funds Over 5 Years

The top Small Cap Growth Equities Mutual funds is NEAIX (23.70%). Across the lineup, Small Cap Growth Equities Mutual funds show an average 1-year return of 30.89% and an average 5-year return of 4.75%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
NEAIX	Needham Aggressive Growth Fund Institutional Class	23.70%	—	Dec 2016
NEAGX	Needham Aggressive Growth Fund	23.03%	—	Sep 2001
OBMCX	Oberweis Micro Cap Fund	19.79%	—	Dec 1995
OBSOX	Oberweis Small-Cap Opportunities Fund	16.79%	—	Sep 1996
FTXFX	FullerThaler Behavioral Small-Cap Growth Fund Clas...	16.08%	—	Dec 2017

Lowest-Cost Small Cap Growth Equities Mutual funds

The top Small Cap Growth Equities Mutual funds is FECGX (0.05%). With an average expense ratio of 1.12%, Small Cap Growth Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	42.80B	May 2000
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	42.80B	Sep 2011
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011
VISGX	Vanguard Small Cap Growth Index Fund	0.19%	—	May 1998

Highest-Yield Small Cap Growth Equities Mutual funds

The top Small Cap Growth Equities Mutual funds is BCSIX (114.64%). Across the lineup, Small Cap Growth Equities Mutual funds show an average dividend yield of 6.18%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
BCSIX	Brown Capital Management Small Company Fund	114.64%	—	Jul 1992
BCSSX	Brown Capital Management Small Company Fund Instit...	100.53%	—	Jul 1992
PXSGX	Virtus KAR Small-Cap Growth Fund	52.86%	—	Jun 2006
MPSSX	BNY Mellon Small Cap Multi-Strategy Fund	36.97%	—	Oct 2000
MMGEX	MassMutual Small Cap Growth Equity Fund	31.06%	—	May 1999

Top Mutual funds Categories

Target Retirement Date · 675 Mutual funds Diversified Portfolio · 554 Mutual funds Municipal Bonds · 504 Mutual funds Foreign Large Cap Equities · 447 Mutual funds Large Cap Growth Equities · 432 Mutual funds Large Cap Blend Equities · 412 Mutual funds Large Cap Value Equities · 337 Mutual funds Global Equities · 261 Mutual funds High Yield Bonds · 208 Mutual funds Small Cap Blend Equities · 178 Mutual funds Emerging Markets Diversified · 174 Mutual funds Mid Cap Growth Equities · 168 Mutual funds Short-Term Bond · 139 Mutual funds Intermediate Core-Plus Bond · 134 Mutual funds Mid Cap Blend Equities · 132 Mutual funds Small Cap Value Equities · 131 Mutual funds Mid Cap Value Equities · 115 Mutual funds REIT · 115 Mutual funds Intermediate Core Bond · 107 Mutual funds Total Bond Market · 104 Mutual funds Multisector Bonds · 103 Mutual funds Foreign Small & Mid Cap Equities · 101 Mutual funds Government Bonds · 100 Mutual funds Energy Equities · 88 Mutual funds Global Allocation · 86 Mutual funds Emerging Markets Bonds · 83 Mutual funds Tactical Allocation · 81 Mutual funds Technology Equities · 80 Mutual funds Global Bonds · 75 Mutual funds Nontraditional Bonds · 75 Mutual funds

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