Alger Small Cap Growth Portfolio (AASOX) belongs to the Small 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 AASOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AASOX
AASOX charges 0.95% annually. There are 51 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | AASOX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | AASOX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | AASOX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | AASOX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | AASOX vs VISGX |
Best Risk-Adjusted Alternatives to AASOX
AASOX has a PortfoliosLab risk / return rank of 29. There are 113 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | AASOX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | AASOX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | AASOX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | AASOX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | AASOX vs NEAIX |
Top Performing AASOX Alternatives (YTD)
AASOX is at 16.42% YTD. There are 108 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | AASOX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | AASOX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | AASOX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | AASOX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | AASOX vs OBMCX |
Lowest Volatility Alternatives to AASOX
AASOX has 23.72% 1-year volatility. There are 119 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | AASOX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | AASOX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | AASOX vs ETEGX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | AASOX vs ETMGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | AASOX vs NBGNX |
Lowest Drawdown Alternatives to AASOX
AASOX has a 1-year max drawdown of -18.34%. There are 146 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | AASOX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | AASOX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | AASOX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | AASOX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | AASOX vs RFIMX |
Other Mutual Funds from Alger
The 10 most viewed Alger mutual funds shown here include ALGRX, ALAFX, ACAAX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Alger Focus Equity Fund Class I | Large Cap Growth Equities | 51 | 15.21% | — | Nov 1993 | AASOX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 51 | 15.19% | — | Nov 1993 | AASOX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 34 | 12.92% | — | Dec 1996 | AASOX vs ACAAX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 85 | 13.58% | — | Dec 1996 | AASOX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 46 | 20.58% | — | Jan 1989 | AASOX vs AAGOX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 36 | 12.83% | — | Jan 1995 | AASOX vs ALVOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 38 | 14.49% | — | Nov 1993 | AASOX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 26 | 10.40% | — | Jul 1969 | AASOX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 35 | 13.16% | — | Dec 2010 | AASOX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 9 | 7.39% | — | May 2002 | AASOX vs ALMAX |
Often Compared With AASOX
Investors most often compare AASOX with VOO, QQQ, FDG. These 17 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare AASOX with Any Fund or Stock
Compare AASOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AASOX with funds that move differently
Alger Small Cap Growth Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AASOX.
Explore AASOX Diversifiers