Conestoga Small Cap Fund Institutional Class (CCALX) 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 CCALX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CCALX
CCALX charges 0.90% annually. There are 39 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 | CCALX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | CCALX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | CCALX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | CCALX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | CCALX vs VISGX |
Best Risk-Adjusted Alternatives to CCALX
CCALX has a PortfoliosLab risk / return rank of 4. There are 153 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | CCALX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 83 | — | Dec 2016 | CCALX vs NESIX | |
| Needham Small Cap Growth Fund | 82 | — | May 2002 | CCALX vs NESGX | |
| North Square Spectrum Alpha Fund | 79 | — | Jan 1994 | CCALX vs ORIGX | |
| Driehaus Micro Cap Growth Fund | 77 | — | Nov 2013 | CCALX vs DMCRX |
Top Performing CCALX Alternatives (YTD)
CCALX is at 3.27% YTD. There are 150 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 56.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 56.00% | — | Dec 2016 | CCALX vs NESIX | |
| Needham Small Cap Growth Fund | 55.46% | — | May 2002 | CCALX vs NESGX | |
| Oberweis Micro Cap Fund | 35.75% | — | Dec 1995 | CCALX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 33.50% | — | Dec 2016 | CCALX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 33.20% | — | Sep 2001 | CCALX vs NEAGX |
Lowest Volatility Alternatives to CCALX
CCALX has 19.14% 1-year volatility. There are 41 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.57% | — | Nov 1995 | CCALX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.38% | — | Jul 2011 | CCALX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | CCALX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | CCALX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.33% | — | Jan 1997 | CCALX vs ETEGX |
Lowest Drawdown Alternatives to CCALX
CCALX has a 1-year max drawdown of -14.47%. There are 97 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 | CCALX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | CCALX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | CCALX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | CCALX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | CCALX vs SGPIX |
Other Mutual Funds from Conestoga Capital Advisors
The 3 most viewed Conestoga Capital Advisors mutual funds shown here include CCASX, CMCMX, CCSMX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Conestoga Small Cap | Small Cap Growth Equities | 4 | 3.13% | — | Oct 2002 | CCALX vs CCASX | |
| Conestoga Micro Cap Fund | Small Cap Growth Equities | 25 | 9.58% | — | Dec 2021 | CCALX vs CMCMX | |
| Conestoga SMid Cap Fund | Mid Cap Growth Equities | 1 | -7.13% | — | Jan 2014 | CCALX vs CCSMX |
Often Compared With CCALX
Investors most often compare CCALX with RFIMX, JATTX, ETMGX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ranger Micro Cap Fund | Small Cap Growth Equities | 38 | 14.23% | — | Jun 2018 | CCALX vs RFIMX | |
| Janus Henderson Triton Fund Class T | Small Cap Growth Equities | 43 | 13.78% | — | Feb 2005 | CCALX vs JATTX | |
| Eaton Vance Tax-Managed Small-Cap Fund | Small Cap Growth Equities | 10 | 8.76% | — | Sep 1997 | CCALX vs ETMGX | |
| Emerald Growth Fund | Small Cap Growth Equities | 75 | 23.46% | — | Oct 1992 | CCALX vs HSPGX | |
| Emerald Growth Fund Institutional Class | Small Cap Growth Equities | 76 | 23.70% | — | Oct 2008 | CCALX vs FGROX | |
| Hood River Small-Cap Growth Fund | Small Cap Growth Equities | 63 | 19.18% | — | Jan 2003 | CCALX vs HRSMX |
Compare CCALX with Any Fund or Stock
Compare CCALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CCALX with funds that move differently
Conestoga Small Cap Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CCALX.
Explore CCALX Diversifiers