abrdn U.S. Small Cap Equity Fund (GSXIX) 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 GSXIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GSXIX
GSXIX charges 1.11% 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 | GSXIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 42.80B | May 2000 | GSXIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 42.80B | Sep 2011 | GSXIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | GSXIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | GSXIX vs VISGX |
Best Risk-Adjusted Alternatives to GSXIX
GSXIX has a PortfoliosLab risk / return rank of 33. There are 95 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | GSXIX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | GSXIX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 94 | — | Dec 2016 | GSXIX vs NEAIX | |
| Needham Aggressive Growth Fund | 94 | — | Sep 2001 | GSXIX vs NEAGX | |
| Oberweis Micro Cap Fund | 90 | — | Dec 1995 | GSXIX vs OBMCX |
Top Performing GSXIX Alternatives (YTD)
GSXIX is at 16.61% YTD. There are 69 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 82.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 82.25% | — | Dec 2016 | GSXIX vs NESIX | |
| Needham Small Cap Growth Fund | 81.77% | — | May 2002 | GSXIX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 59.81% | — | Dec 2016 | GSXIX vs NEAIX | |
| Needham Aggressive Growth Fund | 59.55% | — | Sep 2001 | GSXIX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.67% | — | Dec 1995 | GSXIX vs OBMCX |
Lowest Volatility Alternatives to GSXIX
GSXIX has 18.01% 1-year volatility. There are 37 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.15% | — | Nov 1995 | GSXIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.15% | — | Jul 2011 | GSXIX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.04% | — | Sep 1988 | GSXIX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.04% | — | Jul 1999 | GSXIX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.05% | — | Jan 1997 | GSXIX vs ETEGX |
Lowest Drawdown Alternatives to GSXIX
GSXIX has a 1-year max drawdown of -10.21%. There are 13 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 | GSXIX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | GSXIX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | GSXIX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | GSXIX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | GSXIX vs RFIMX |
Other Mutual Funds from Aberdeen
The 10 most viewed Aberdeen mutual funds shown here include ASGI, THQ, STK and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Abrdn Global Infrastructure Income Fund | Industrials Equities | 27 | 5.26% | — | Jul 2020 | GSXIX vs ASGI | |
| Abrdn Healthcare Opportunities Fund | Health & Biotech Equities | 6 | -2.61% | — | Jul 2014 | GSXIX vs THQ | |
| Columbia Seligman Premium Technology Growth Closed... | Technology Equities | 98 | 59.80% | — | Nov 2009 | GSXIX vs STK | |
| abrdn Ultra Short Municipal Income Fund | Municipal Bonds | 99 | 1.01% | — | Dec 2002 | GSXIX vs ATOIX | |
| abrdn Asia-Pacific Income Fund Inc | Emerging Markets Bonds | 5 | -0.83% | — | Jan 1990 | GSXIX vs FAX | |
| abrdn Realty Income & Growth Fund | REIT | 22 | 11.71% | — | Dec 1998 | GSXIX vs AIGYX | |
| abrdn Emerging Markets ex-China Fund | Emerging Markets Diversified | 96 | 46.58% | — | Aug 2000 | GSXIX vs GLLSX | |
| abrdn Dynamic Dividend Fund | Global Equities | 78 | 13.90% | — | Sep 2003 | GSXIX vs ADVDX | |
| abrdn China A Share Equity Fund | China Equities | — | — | — | Jun 2004 | GSXIX vs GOPIX | |
| abrdn U.S. Sustainable Leaders Fund | Large Cap Growth Equities | 15 | 6.73% | — | Jun 2000 | GSXIX vs GXXIX |
Often Compared With GSXIX
Investors most often compare GSXIX with ABEMX, CGFIX, JANIX. These 8 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| abrdn Emerging Markets Fund | Emerging Markets Diversified | 91 | 33.53% | — | May 2007 | GSXIX vs ABEMX | |
| abrdn Global Absolute Return Strategies Fund | Macro Trading | 50 | 1.38% | — | Oct 1990 | GSXIX vs CGFIX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 37 | 11.41% | — | Feb 2005 | GSXIX vs JANIX | |
| Janus Henderson Triton Fund Class T | Small Cap Growth Equities | 37 | 11.37% | — | Feb 2005 | GSXIX vs JATTX | |
| Janus Henderson Triton Fund Class N | Small Cap Growth Equities | 37 | 11.47% | — | May 2012 | GSXIX vs JGMNX | |
| Hood River Small-Cap Growth Fund | Small Cap Growth Equities | 88 | 37.34% | — | Jan 2003 | GSXIX vs HRSMX | |
| Eaton Vance Tax-Managed Small-Cap Fund | Small Cap Growth Equities | 3 | 2.05% | — | Sep 1997 | GSXIX vs ETMGX | |
| Carillon Scout Small Cap Fund | Small Cap Growth Equities | — | — | — | Nov 1986 | GSXIX vs UMBHX |
Compare GSXIX with Any Fund or Stock
Compare GSXIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GSXIX with funds that move differently
abrdn U.S. Small Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GSXIX.
Explore GSXIX Diversifiers