AQR Small Cap Momentum Style Fund (ASMOX) 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 ASMOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ASMOX
ASMOX charges 0.61% annually. There are 10 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 | ASMOX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | ASMOX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | ASMOX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | ASMOX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | ASMOX vs VISGX |
Best Risk-Adjusted Alternatives to ASMOX
Among 165 mutual funds in the Small Cap Growth Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | ASMOX vs NESIX | |
| Driehaus Micro Cap Growth Fund | 90 | — | Nov 2013 | ASMOX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | ASMOX vs DSCIX | |
| Needham Small Cap Growth Fund | 90 | — | May 2002 | ASMOX vs NESGX | |
| Hood River Small-Cap Growth Fund | 88 | — | Jan 2003 | ASMOX vs HRSMX |
Top Performing ASMOX Alternatives (YTD)
Among 165 mutual funds in the Small Cap Growth Equities category with YTD return data, the top-performing alternatives shown here go as high as 71.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 71.25% | — | Dec 2016 | ASMOX vs NESIX | |
| Needham Small Cap Growth Fund | 70.70% | — | May 2002 | ASMOX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 50.79% | — | Dec 2016 | ASMOX vs NEAIX | |
| Needham Aggressive Growth Fund | 50.50% | — | Sep 2001 | ASMOX vs NEAGX | |
| Oberweis Micro Cap Fund | 46.88% | — | Dec 1995 | ASMOX vs OBMCX |
Lowest Volatility Alternatives to ASMOX
Among 166 mutual funds in the Small Cap Growth Equities category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | ASMOX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | ASMOX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.29% | — | Jan 1997 | ASMOX vs ETEGX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.35% | — | Sep 1997 | ASMOX vs ETMGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | ASMOX vs NBGNX |
Lowest Drawdown Alternatives to ASMOX
Among 165 mutual funds in the Small Cap Growth Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | ASMOX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | ASMOX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | ASMOX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | ASMOX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | ASMOX vs RFIMX |
Other Mutual Funds from AQR Funds
The 10 most viewed AQR Funds mutual funds shown here include QLEIX, QLENX, QMNNX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AQR Long-Short Equity Fund | Long-Short | 54 | -1.51% | — | Jul 2013 | ASMOX vs QLEIX | |
| AQR Long-Short Equity Fund Class N | Long-Short, Actively Managed | 51 | -1.65% | — | Jul 2013 | ASMOX vs QLENX | |
| AQR Equity Market Neutral Fund Class N | Equity Market Neutral | 6 | -7.87% | — | Oct 2014 | ASMOX vs QMNNX | |
| AQR Managed Futures Strategy Fund | Systematic Trend | 90 | 10.03% | — | Jan 2010 | ASMOX vs AQMIX | |
| AQR Alternative Risk Premia Fund | Multistrategy | 97 | 17.32% | — | Sep 2017 | ASMOX vs QRPIX | |
| AQR Style Premia Alternative Fund | Multistrategy | 70 | 12.25% | — | Oct 2013 | ASMOX vs QSPIX | |
| AQR Trend Total Return Fund | Systematic Trend | 92 | 13.79% | — | Dec 2021 | ASMOX vs QNZNX | |
| AQR Managed Futures Strategy HV Fund | Systematic Trend | 82 | 12.08% | — | Jul 2013 | ASMOX vs QMHIX | |
| AQR Multi-Asset Fund | Tactical Allocation | 70 | 8.71% | — | Sep 2010 | ASMOX vs AQRIX | |
| AQR Global Equity Fund | Global Equities | 75 | 12.45% | — | Dec 2009 | ASMOX vs AQGIX |
Often Compared With ASMOX
Investors most often compare ASMOX with AUEIX, XSMO, AMOMX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare ASMOX with Any Fund or Stock
Compare ASMOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ASMOX with funds that move differently
AQR Small Cap Momentum Style Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ASMOX.
Explore ASMOX Diversifiers