Conestoga Small Cap (CCASX) 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 CCASX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CCASX
CCASX charges 1.10% annually. There are 85 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 | CCASX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | CCASX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | CCASX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | CCASX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | CCASX vs VISGX |
Best Risk-Adjusted Alternatives to CCASX
CCASX has a PortfoliosLab risk / return rank of 4. There are 152 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 | CCASX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 83 | — | Dec 2016 | CCASX vs NESIX | |
| Needham Small Cap Growth Fund | 82 | — | May 2002 | CCASX vs NESGX | |
| North Square Spectrum Alpha Fund | 79 | — | Jan 1994 | CCASX vs ORIGX | |
| Driehaus Micro Cap Growth Fund | 77 | — | Nov 2013 | CCASX vs DMCRX |
Top Performing CCASX Alternatives (YTD)
CCASX is at 3.13% YTD. There are 151 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 | CCASX vs NESIX | |
| Needham Small Cap Growth Fund | 55.46% | — | May 2002 | CCASX vs NESGX | |
| Oberweis Micro Cap Fund | 35.75% | — | Dec 1995 | CCASX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 33.50% | — | Dec 2016 | CCASX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 33.20% | — | Sep 2001 | CCASX vs NEAGX |
Lowest Volatility Alternatives to CCASX
CCASX has 19.13% 1-year volatility. There are 40 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 | CCASX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.38% | — | Jul 2011 | CCASX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | CCASX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | CCASX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.33% | — | Jan 1997 | CCASX vs ETEGX |
Lowest Drawdown Alternatives to CCASX
CCASX has a 1-year max drawdown of -14.51%. There are 98 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 | CCASX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | CCASX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | CCASX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | CCASX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | CCASX vs SGPIX |
Other Mutual Funds from Conestoga Capital Advisors
The 3 most viewed Conestoga Capital Advisors mutual funds shown here include CMCMX, CCSMX, CCALX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Conestoga Micro Cap Fund | Small Cap Growth Equities | 25 | 9.58% | — | Dec 2021 | CCASX vs CMCMX | |
| Conestoga SMid Cap Fund | Mid Cap Growth Equities | 1 | -7.13% | — | Jan 2014 | CCASX vs CCSMX | |
| Conestoga Small Cap Fund Institutional Class | Small Cap Growth Equities | 4 | 3.27% | — | Aug 2014 | CCASX vs CCALX |
Often Compared With CCASX
Investors most often compare CCASX with ASVIX, VLUE, PMJIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare CCASX with Any Fund or Stock
Compare CCASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CCASX with funds that move differently
Conestoga Small Cap alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CCASX.
Explore CCASX Diversifiers