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 a closer substitute for your current allocation.
Cheapest Alternatives to GTSAX
GTSAX charges 1.14% annually. There are 97 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 | GTSAX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | GTSAX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | GTSAX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | GTSAX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | GTSAX vs VISGX |
Best Risk-Adjusted Alternatives to GTSAX
GTSAX has a PortfoliosLab risk / return rank of 38. There are 97 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | GTSAX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 89 | — | Dec 2016 | GTSAX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | GTSAX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 87 | — | Nov 2013 | GTSAX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | — | Dec 1995 | GTSAX vs OBMCX |
Top Performing GTSAX Alternatives (YTD)
GTSAX is at 20.62% YTD. There are 51 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 65.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 65.50% | — | Dec 2016 | GTSAX vs NESIX | |
| Needham Small Cap Growth Fund | 64.97% | — | May 2002 | GTSAX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 44.90% | — | Dec 2016 | GTSAX vs NEAIX | |
| Needham Aggressive Growth Fund | 44.61% | — | Sep 2001 | GTSAX vs NEAGX | |
| Oberweis Micro Cap Fund | 42.82% | — | Dec 1995 | GTSAX vs OBMCX |
Lowest Volatility Alternatives to GTSAX
GTSAX has 25.44% 1-year volatility. There are 127 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.64% | — | Nov 1995 | GTSAX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.34% | — | Jul 2011 | GTSAX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | GTSAX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | GTSAX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | GTSAX vs NBGIX |
Lowest Drawdown Alternatives to GTSAX
GTSAX has a 1-year max drawdown of -13.42%. There are 83 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 | GTSAX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | GTSAX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | GTSAX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | GTSAX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | GTSAX vs RFIMX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VAFAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 52 | 17.05% | — | Oct 2020 | GTSAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 53 | 11.89% | — | — | GTSAX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 11 | 8.10% | — | Jun 2005 | GTSAX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 22 | -11.69% | — | Jul 1983 | GTSAX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 80 | 17.94% | — | Jun 2001 | GTSAX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 76 | 11.85% | — | Oct 1968 | GTSAX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 36 | 8.09% | — | Feb 1988 | GTSAX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 81 | 26.27% | — | Jun 1999 | GTSAX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 74 | 7.39% | — | Aug 1960 | GTSAX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 55 | 12.04% | — | Jul 1997 | GTSAX vs VADDX |
Often Compared With GTSAX
Investors most often compare GTSAX with DCCIX, VSMAX, OPPAX. These 19 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare GTSAX with Any Fund or Stock
Compare GTSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GTSAX with funds that move differently
Invesco Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GTSAX.
Explore GTSAX Diversifiers