Alger Small Cap Focus Fund (AOFIX) Alternatives
Alger Small Cap Focus Fund (AOFIX) 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 AOFIX. 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 AOFIX
AOFIX charges 1.14% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among AOFIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | AOFIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | AOFIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | AOFIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | AOFIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | AOFIX vs VISGX |
Best Risk-Adjusted Alternatives to AOFIX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund | 93 | Sep 4, 2001 | AOFIX vs NEAGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | Dec 30, 2016 | AOFIX vs NEAIX | |
| Driehaus Micro Cap Growth Fund | 91 | Nov 18, 2013 | AOFIX vs DMCRX | |
| Oberweis Micro Cap Fund | 90 | Dec 29, 1995 | AOFIX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 89 | Jan 2, 2003 | AOFIX vs HRSMX |
Top Performing AOFIX Alternatives (YTD)
AOFIX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 31.31% | Mar 20, 2000 | AOFIX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 31.23% | Dec 31, 2001 | AOFIX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 15.52% | Dec 30, 2016 | AOFIX vs NESIX | |
| Needham Small Cap Growth Fund | 15.34% | May 22, 2002 | AOFIX vs NESGX | |
| Oberweis Micro Cap Fund | 13.51% | Dec 29, 1995 | AOFIX vs OBMCX |
Lowest Volatility Alternatives to AOFIX
AOFIX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.50% | Nov 6, 1995 | AOFIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.29% | Jul 29, 2011 | AOFIX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.69% | Jun 23, 1993 | AOFIX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.73% | Jun 28, 2006 | AOFIX vs PXQSX | |
| Nicholas Limited Edition Fund | 19.73% | May 18, 1987 | AOFIX vs NCLEX |
Lowest Drawdown Alternatives to AOFIX
AOFIX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | AOFIX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | AOFIX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | AOFIX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | AOFIX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | AOFIX vs CTSIX |
Other Mutual Funds from Alger
Most popular Alger mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Alger Focus Equity Fund | Large Cap Growth Equities | 82 | -9.38% | Nov 8, 1993 | AOFIX vs ALGRX | |
| Alger Focus Equity A Fund | Large Cap Growth Equities | 82 | -9.39% | Nov 8, 1993 | AOFIX vs ALAFX | |
| Alger Capital Appreciation Fund | Large Cap Growth Equities | 64 | -10.45% | Dec 31, 1996 | AOFIX vs ACAAX | |
| Alger Growth & Income Fund | Large Cap Blend Equities | 78 | -1.64% | Dec 31, 1996 | AOFIX vs ALBAX | |
| Alger Large Cap Growth Portfolio Fund | Large Cap Growth Equities | 70 | -7.63% | Jan 9, 1989 | AOFIX vs AAGOX | |
| Alger Capital Appreciation Portfolio | Large Cap Growth Equities | 68 | -10.16% | Jan 25, 1995 | AOFIX vs ALVOX | |
| Alger Capital Appreciation Institutional Fund | Large Cap Growth Equities | 67 | -10.15% | Nov 8, 1993 | AOFIX vs ALARX | |
| Alger Spectra Fund | Large Cap Growth Equities | 57 | -10.92% | Jul 28, 1969 | AOFIX vs SPECX | |
| Alger Capital Appreciation Fund Class Z | Large Cap Growth Equities | 64 | -10.36% | Dec 29, 2010 | AOFIX vs ACAZX | |
| Alger Weatherbie Specialized Growth Fund | Small Cap Growth Equities | 9 | -11.41% | May 8, 2002 | AOFIX vs ALMAX |
Often Compared With AOFIX
What investors most often compare with AOFIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund Admiral Shares | Large Cap Growth Equities | 38 | -10.40% | Nov 13, 2000 | AOFIX vs VIGAX | |
| iShares Russell 2000 Growth ETF | Small Cap Growth Equities | 54 | -2.09% | Jul 24, 2000 | AOFIX vs IWO | |
| Eaton Vance Small-Cap Fund | Small Cap Growth Equities | 2 | -2.47% | Jan 2, 1997 | AOFIX vs ETEGX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 44 | -0.28% | Dec 31, 1997 | AOFIX vs PNSAX | |
| Federated Hermes MDT Small Cap Growth Fund | Small Cap Growth Equities | 66 | -3.30% | Sep 15, 2005 | AOFIX vs QISGX |
Compare AOFIX with Any Fund or Stock
Compare AOFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.