Emerald Growth Fund Institutional Class (FGROX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FGROX
FGROX charges 0.78% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among FGROX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | FGROX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | FGROX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | FGROX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | FGROX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | FGROX vs VISGX |
Best Risk-Adjusted Alternatives to FGROX
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 | FGROX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | FGROX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | FGROX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | FGROX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | FGROX vs HRSMX |
Top Performing FGROX Alternatives (YTD)
FGROX 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 | FGROX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | FGROX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | FGROX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | FGROX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | FGROX vs OBMCX |
Lowest Volatility Alternatives to FGROX
FGROX 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 | FGROX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | FGROX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | FGROX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | FGROX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | FGROX vs ETEGX |
Lowest Drawdown Alternatives to FGROX
FGROX 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 | FGROX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | FGROX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | FGROX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | FGROX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | FGROX vs CTSIX |
Other Mutual Funds from Emerald
Most popular Emerald mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Emerald Insights Fund | Large Cap Growth Equities | 70 | 0.00% | Aug 1, 2014 | FGROX vs EFCNX | |
| Emerald Growth Fund | Small Cap Growth Equities | 79 | -5.91% | Oct 1, 1992 | FGROX vs HSPGX | |
| Emerald Finance and Banking Innovation Fund | Financials Equities | 6 | -12.92% | Feb 18, 1997 | FGROX vs HSSAX |
Often Compared With FGROX
What investors most often compare with FGROX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FGROX vs FSPGX | |
| Nicholas Limited Edition Fund | Small Cap Growth Equities | 0 | -14.46% | May 18, 1987 | FGROX vs NCLEX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | FGROX vs PNSAX | |
| Federated Hermes MDT Small Cap Growth Fund | Small Cap Growth Equities | 46 | -7.16% | Sep 15, 2005 | FGROX vs QISGX |
Compare FGROX with Any Fund or Stock
Compare FGROX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.