Emerald Growth Fund Institutional Class (FGROX) 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 FGROX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FGROX
FGROX charges 0.78% annually. There are 17 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 | FGROX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | FGROX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | FGROX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | FGROX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | FGROX vs VISGX |
Best Risk-Adjusted Alternatives to FGROX
FGROX has a PortfoliosLab risk / return rank of 83. There are 8 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | FGROX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 89 | — | Dec 2016 | FGROX vs NESIX | |
| Driehaus Micro Cap Growth Fund | 88 | — | Nov 2013 | FGROX vs DMCRX | |
| Needham Small Cap Growth Fund | 88 | — | May 2002 | FGROX vs NESGX | |
| Hood River Small-Cap Growth Fund | 85 | — | Jan 2003 | FGROX vs HRSMX |
Top Performing FGROX Alternatives (YTD)
FGROX is at 28.05% YTD. There are 9 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 64.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 64.67% | — | Dec 2016 | FGROX vs NESIX | |
| Needham Small Cap Growth Fund | 64.14% | — | May 2002 | FGROX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 45.62% | — | Dec 2016 | FGROX vs NEAIX | |
| Needham Aggressive Growth Fund | 45.33% | — | Sep 2001 | FGROX vs NEAGX | |
| Oberweis Micro Cap Fund | 41.71% | — | Dec 1995 | FGROX vs OBMCX |
Lowest Volatility Alternatives to FGROX
FGROX has 27.07% 1-year volatility. There are 140 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.65% | — | Nov 1995 | FGROX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | FGROX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.31% | — | Jan 1997 | FGROX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.34% | — | Sep 1988 | FGROX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.35% | — | Jul 1999 | FGROX vs NBGIX |
Lowest Drawdown Alternatives to FGROX
FGROX has a 1-year max drawdown of -14.36%. There are 107 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 | FGROX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | FGROX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | FGROX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | FGROX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | FGROX vs RFIMX |
Other Mutual Funds from Emerald
The 2 most viewed Emerald mutual funds shown here include HSPGX, HSSAX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Emerald Growth Fund | Small Cap Growth Equities | 83 | 27.84% | — | Oct 1992 | FGROX vs HSPGX | |
| Emerald Finance and Banking Innovation Fund | Financials Equities | 8 | 7.45% | — | Feb 1997 | FGROX vs HSSAX |
Often Compared With FGROX
Investors most often compare FGROX with CTSIX, KSOAX, NCLEX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FGROX with Any Fund or Stock
Compare FGROX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FGROX with funds that move differently
Emerald Growth Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FGROX.
Explore FGROX Diversifiers