Geneva SMID Cap Growth Fund (GCSVX) belongs to the Mid 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 GCSVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GCSVX
GCSVX charges 0.43% annually. There are 14 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | GCSVX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | GCSVX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | GCSVX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | GCSVX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | GCSVX vs VMFGX |
Best Risk-Adjusted Alternatives to GCSVX
GCSVX has a PortfoliosLab risk / return rank of 2. There are 149 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 92 | — | Dec 2016 | GCSVX vs NEEIX | |
| Needham Growth Fund | 92 | — | Jan 1996 | GCSVX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 91 | 31.20B | Aug 1995 | GCSVX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 90 | — | Oct 2000 | GCSVX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 83 | — | Nov 2004 | GCSVX vs POAGX |
Top Performing GCSVX Alternatives (YTD)
GCSVX is at -0.98% YTD. There are 143 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 62.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 62.40% | — | Dec 2016 | GCSVX vs NEEIX | |
| Needham Growth Fund | 62.10% | — | Jan 1996 | GCSVX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 39.80% | — | Oct 2000 | GCSVX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 28.65% | — | Jul 2019 | GCSVX vs CTIGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 26.81% | 31.20B | Aug 1995 | GCSVX vs VHCOX |
Lowest Volatility Alternatives to GCSVX
GCSVX has 16.78% 1-year volatility. There are 48 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.08%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 11.08% | — | May 2021 | GCSVX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | GCSVX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.28% | — | May 2010 | GCSVX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.69% | — | Dec 1996 | GCSVX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.29% | — | — | GCSVX vs RIPIX |
Lowest Drawdown Alternatives to GCSVX
GCSVX has a 1-year max drawdown of -14.94%. There are 104 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | GCSVX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | GCSVX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | GCSVX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | GCSVX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | GCSVX vs SECUX |
Often Compared With GCSVX
Investors most often compare GCSVX with FSMAX, LSHAX, WWNPX. These 3 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Extended Market Index Fund | Mid Cap Blend Equities | 46 | 15.56% | — | — | GCSVX vs FSMAX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | Mid Cap Growth Equities | 3 | 21.51% | — | May 2007 | GCSVX vs LSHAX | |
| Kinetics Paradigm Fund | Mid Cap Growth Equities | 2 | 11.58% | — | Dec 1999 | GCSVX vs WWNPX |
Compare GCSVX with Any Fund or Stock
Compare GCSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GCSVX with funds that move differently
Geneva SMID Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GCSVX.
Explore GCSVX Diversifiers