Hood River Small-Cap Growth Fund (HRSMX) Alternatives

Hood River Small-Cap Growth Fund (HRSMX) 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 HRSMX. 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 HRSMX

HRSMX charges 1.09% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among HRSMX alternatives.

Symbol	Name	Expense Ratio	Inception
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	Jul 11, 2019	HRSMX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	May 24, 2000	HRSMX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	Sep 27, 2011	HRSMX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	May 25, 2011	HRSMX vs VRTGX
VISGX	Vanguard Small Cap Growth Index Fund	0.19%	May 21, 1998	HRSMX vs VISGX

Best Risk-Adjusted Alternatives to HRSMX

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
NEAGX	Needham Aggressive Growth Fund	93	Sep 4, 2001	HRSMX vs NEAGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	93	Dec 30, 2016	HRSMX vs NEAIX
DMCRX	Driehaus Micro Cap Growth Fund	91	Nov 18, 2013	HRSMX vs DMCRX
OBMCX	Oberweis Micro Cap Fund	90	Dec 29, 1995	HRSMX vs OBMCX
HSPGX	Emerald Growth Fund	85	Oct 1, 1992	HRSMX vs HSPGX

Top Performing HRSMX Alternatives (YTD)

HRSMX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
KSCOX	Kinetics Small Cap Opportunities Fund	31.31%	Mar 20, 2000	HRSMX vs KSCOX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	31.23%	Dec 31, 2001	HRSMX vs KSOAX
NESIX	Needham Small Cap Growth Fund Institutional	15.52%	Dec 30, 2016	HRSMX vs NESIX
NESGX	Needham Small Cap Growth Fund	15.34%	May 22, 2002	HRSMX vs NESGX
OBMCX	Oberweis Micro Cap Fund	13.51%	Dec 29, 1995	HRSMX vs OBMCX

Lowest Volatility Alternatives to HRSMX

HRSMX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
EMCAX	Empiric 2500 Fund	17.50%	Nov 6, 1995	HRSMX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	19.29%	Jul 29, 2011	HRSMX vs CMCIX
VLEOX	Value Line Small Cap Opportunities Fund	19.69%	Jun 23, 1993	HRSMX vs VLEOX
PXQSX	Virtus KAR Small-Cap Value Fund	19.73%	Jun 28, 2006	HRSMX vs PXQSX
NCLEX	Nicholas Limited Edition Fund	19.73%	May 18, 1987	HRSMX vs NCLEX

Lowest Drawdown Alternatives to HRSMX

HRSMX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
EMCAX	Empiric 2500 Fund	-10.15%	Nov 6, 1995	HRSMX vs EMCAX
VLEOX	Value Line Small Cap Opportunities Fund	-10.86%	Jun 23, 1993	HRSMX vs VLEOX
RFIMX	Ranger Micro Cap Fund	-11.77%	Jun 6, 2018	HRSMX vs RFIMX
SSCPX	Saratoga Small Capitalization Portfolio	-11.83%	Sep 1, 1994	HRSMX vs SSCPX
CTSIX	Calamos Timpani Small Cap Growth Fund	-12.38%	Mar 23, 2011	HRSMX vs CTSIX

Other Mutual Funds from Hood River Capital Management

Most popular Hood River Capital Management mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
HRIOX	Hood River International Opportunity Fund	Foreign Small & Mid Cap Equities	97	10.79%	Sep 27, 2021	HRSMX vs HRIOX

Often Compared With HRSMX

What investors most often compare with HRSMX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FTHNX	Fuller & Thaler Behavioral Small-Cap Equity Fund	Small Cap Blend Equities	60	0.58%	Sep 8, 2011	HRSMX vs FTHNX
CSMCX	Congress Small Cap Growth Fund	Small Cap Growth Equities	34	-1.19%	Dec 9, 1999	HRSMX vs CSMCX
OBSOX	Oberweis Small-Cap Opportunities Fund	Small Cap Growth Equities	70	3.71%	Sep 16, 1996	HRSMX vs OBSOX
WGROX	Wasatch Core Growth Fund	Small Cap Growth Equities	2	-5.57%	Dec 8, 1986	HRSMX vs WGROX
VSMAX	Vanguard Small-Cap Index Fund Admiral Shares	Small Cap Blend Equities	50	1.90%	Nov 13, 2000	HRSMX vs VSMAX
FTXNX	Fuller & Thaler Behavioral Small-Cap Growth Fund	Small Cap Growth Equities	68	1.90%	Dec 21, 2017	HRSMX vs FTXNX
^GSPC	S&P 500 Index		67	-3.95%	—	HRSMX vs ^GSPC
VOO	Vanguard S&P 500 ETF	S&P 500	60	-3.66%	Sep 7, 2010	HRSMX vs VOO
VB	Vanguard Small-Cap ETF	Small Cap Growth Equities	52	2.50%	Jan 26, 2004	HRSMX vs VB
DSCGX	DFA U.S. Small Cap Growth Portfolio	Small Cap Growth Equities	23	-0.88%	Dec 20, 2012	HRSMX vs DSCGX
GOGFX	Victory Sycamore Small Company Opportunity Fund	Small Cap Value Equities	22	3.56%	Aug 16, 1983	HRSMX vs GOGFX
IMCG	iShares Morningstar Mid-Cap Growth ETF	Mid Cap Growth Equities	33	0.05%	Jun 28, 2004	HRSMX vs IMCG
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	Small Cap Blend Equities	49	1.90%	Jul 7, 1997	HRSMX vs VSCIX
CALF	Pacer US Small Cap Cash Cows 100 ETF	Small Cap Blend Equities	52	1.42%	Jun 16, 2017	HRSMX vs CALF
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	-3.65%	Jan 22, 1993	HRSMX vs SPY
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	59	-3.97%	Nov 13, 2000	HRSMX vs VTSAX
MISGX	Meridian Small Cap Growth Fund	Small Cap Growth Equities	4	-8.38%	Dec 16, 2013	HRSMX vs MISGX
PSCZX	PGIM Jennison Small Company Fund Class Z	Small Cap Growth Equities	37	0.88%	Mar 1, 1996	HRSMX vs PSCZX
ALFAX	Lord Abbett Alpha Strategy Fund	Small Cap Growth Equities	52	0.86%	Mar 18, 1998	HRSMX vs ALFAX
MAGKX	Mutual of America Small Cap Growth Fund	Small Cap Growth Equities	27	0.41%	Nov 29, 2021	HRSMX vs MAGKX

Compare HRSMX with Any Fund or Stock

Compare HRSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Hood River Small-Cap Growth Fund

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