Invesco Small Cap Growth Fund (GTSAX) Alternatives
Invesco Small Cap Growth Fund (GTSAX) 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 GTSAX. 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 GTSAX
GTSAX charges 1.14% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among GTSAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | GTSAX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | GTSAX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | GTSAX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | GTSAX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | GTSAX vs VISGX |
Best Risk-Adjusted Alternatives to GTSAX
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 | 93 | Sep 4, 2001 | GTSAX vs NEAGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | Dec 30, 2016 | GTSAX vs NEAIX | |
| Driehaus Micro Cap Growth Fund | 91 | Nov 18, 2013 | GTSAX vs DMCRX | |
| Oberweis Micro Cap Fund | 90 | Dec 29, 1995 | GTSAX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 89 | Jan 2, 2003 | GTSAX vs HRSMX |
Top Performing GTSAX Alternatives (YTD)
GTSAX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 31.31% | Mar 20, 2000 | GTSAX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 31.23% | Dec 31, 2001 | GTSAX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 15.52% | Dec 30, 2016 | GTSAX vs NESIX | |
| Needham Small Cap Growth Fund | 15.34% | May 22, 2002 | GTSAX vs NESGX | |
| Oberweis Micro Cap Fund | 13.51% | Dec 29, 1995 | GTSAX vs OBMCX |
Lowest Volatility Alternatives to GTSAX
GTSAX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.50% | Nov 6, 1995 | GTSAX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.29% | Jul 29, 2011 | GTSAX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.69% | Jun 23, 1993 | GTSAX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.73% | Jun 28, 2006 | GTSAX vs PXQSX | |
| Nicholas Limited Edition Fund | 19.73% | May 18, 1987 | GTSAX vs NCLEX |
Lowest Drawdown Alternatives to GTSAX
GTSAX 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 | GTSAX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | GTSAX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | GTSAX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | GTSAX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | GTSAX vs CTSIX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 61 | -5.88% | Oct 13, 2020 | GTSAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 31 | 0.54% | — | GTSAX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 22 | -9.70% | Jun 23, 2005 | GTSAX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 94 | 6.89% | Jul 18, 1983 | GTSAX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 41 | 0.00% | Oct 7, 1968 | GTSAX vs ACSTX | |
| Invesco Global Fund | Global Equities | 14 | -9.72% | Dec 21, 1969 | GTSAX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 26 | -6.99% | Feb 3, 1988 | GTSAX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 62 | 0.54% | Aug 2, 1960 | GTSAX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 32 | 0.61% | Jul 28, 1997 | GTSAX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 81 | 5.98% | Jun 25, 2001 | GTSAX vs VVOAX |
Often Compared With GTSAX
What investors most often compare with GTSAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 23 | -0.36% | Dec 29, 1998 | GTSAX vs DCCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | Small Cap Blend Equities | 50 | 1.90% | Nov 13, 2000 | GTSAX vs VSMAX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 77 | 9.80% | Jun 21, 1999 | GTSAX vs VSCAX | |
| Eaton Vance Small-Cap Fund | Small Cap Growth Equities | 2 | -2.47% | Jan 2, 1997 | GTSAX vs ETEGX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 44 | -0.28% | Dec 31, 1997 | GTSAX vs PNSAX |
Compare GTSAX with Any Fund or Stock
Compare GTSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.