AQR Small Cap Momentum Style Fund (ASMOX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ASMOX
ASMOX charges 0.61% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among ASMOX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | ASMOX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | ASMOX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | ASMOX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | ASMOX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | ASMOX vs VISGX |
Best Risk-Adjusted Alternatives to ASMOX
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 Institutional Class | 91 | Dec 30, 2016 | ASMOX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | ASMOX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | ASMOX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | ASMOX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | ASMOX vs HRSMX |
Top Performing ASMOX Alternatives (YTD)
ASMOX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | ASMOX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | ASMOX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | ASMOX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | ASMOX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | ASMOX vs OBMCX |
Lowest Volatility Alternatives to ASMOX
ASMOX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | ASMOX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | ASMOX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | ASMOX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | ASMOX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | ASMOX vs ETEGX |
Lowest Drawdown Alternatives to ASMOX
ASMOX 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 | ASMOX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | ASMOX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | ASMOX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | ASMOX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | ASMOX vs CTSIX |
Other Mutual Funds from AQR Funds
Most popular AQR Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AQR Long-Short Equity Fund | Long-Short | 94 | -3.26% | Jul 15, 2013 | ASMOX vs QLEIX | |
| AQR Long-Short Equity N | Long-Short | 93 | -3.31% | Jul 16, 2013 | ASMOX vs QLENX | |
| AQR Equity Market Neutral Fund N | Equity Market Neutral | 80 | -3.36% | Oct 7, 2014 | ASMOX vs QMNNX | |
| AQR Style Premia Alternative Fund | Multistrategy | 72 | 9.94% | Oct 29, 2013 | ASMOX vs QSPIX | |
| AQR Managed Futures Strategy Fund | Systematic Trend | 94 | 10.24% | Jan 5, 2010 | ASMOX vs AQMIX | |
| AQR Alternative Risk Premia Fund | Multistrategy | 82 | 8.52% | Sep 18, 2017 | ASMOX vs QRPIX | |
| AQR Managed Futures Strategy HV Fund | Systematic Trend | 90 | 14.62% | Jul 15, 2013 | ASMOX vs QMHIX | |
| AQR Large Cap Momentum Style Fund | Large Cap Growth Equities | 38 | -6.19% | Jul 9, 2009 | ASMOX vs AMOMX | |
| AQR Global Equity Fund | Global Equities | 47 | -6.63% | Dec 30, 2009 | ASMOX vs AQGIX | |
| AQR Multi-Asset Fund | Tactical Allocation | 66 | 0.25% | Sep 29, 2010 | ASMOX vs AQRIX |
Often Compared With ASMOX
What investors most often compare with ASMOX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco S&P SmallCap Momentum ETF | Small Cap Growth Equities | 67 | 5.74% | Mar 3, 2005 | ASMOX vs XSMO | |
| AQR Large Cap Defensive Style Fund | Large Cap Blend Equities | 13 | 0.79% | Jul 9, 2012 | ASMOX vs AUEIX | |
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 74 | 8.60% | Sep 24, 2019 | ASMOX vs AVUV | |
| VictoryShares US Small Mid Cap Value Momentum ETF | Small Cap Value Equities | 68 | 4.07% | Oct 24, 2017 | ASMOX vs USVM | |
| iShares MSCI World ETF | Large Cap Growth Equities | 72 | -3.10% | Jan 10, 2012 | ASMOX vs URTH | |
| AQR Small Cap Multi-Style Fund | Small Cap Blend Equities | 69 | -0.44% | Mar 26, 2013 | ASMOX vs QSMLX | |
| American Funds Washington Mutual Investors Fund Cl... | Large Cap Blend Equities | 37 | -5.29% | Aug 5, 2008 | ASMOX vs WSHFX | |
| Nicholas Limited Edition Fund | Small Cap Growth Equities | 0 | -14.46% | May 18, 1987 | ASMOX vs NCLEX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | ASMOX vs PNSAX | |
| Federated Hermes MDT Small Cap Growth Fund | Small Cap Growth Equities | 46 | -7.16% | Sep 15, 2005 | ASMOX vs QISGX |
Compare ASMOX with Any Fund or Stock
Compare ASMOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.