Transamerica Small Cap Growth (ISCGX) 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 ISCGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ISCGX
ISCGX charges 1.06% annually. There are 78 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 | ISCGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 42.80B | May 2000 | ISCGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 42.80B | Sep 2011 | ISCGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | ISCGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | ISCGX vs VISGX |
Best Risk-Adjusted Alternatives to ISCGX
ISCGX has a PortfoliosLab risk / return rank of 10. There are 134 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 | ISCGX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | ISCGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 94 | — | Dec 2016 | ISCGX vs NEAIX | |
| Needham Aggressive Growth Fund | 94 | — | Sep 2001 | ISCGX vs NEAGX | |
| Oberweis Micro Cap Fund | 90 | — | Dec 1995 | ISCGX vs OBMCX |
Top Performing ISCGX Alternatives (YTD)
ISCGX is at 10.04% YTD. There are 121 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 | ISCGX vs NESIX | |
| Needham Small Cap Growth Fund | 81.77% | — | May 2002 | ISCGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 59.81% | — | Dec 2016 | ISCGX vs NEAIX | |
| Needham Aggressive Growth Fund | 59.55% | — | Sep 2001 | ISCGX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.67% | — | Dec 1995 | ISCGX vs OBMCX |
Lowest Volatility Alternatives to ISCGX
ISCGX has 18.72% 1-year volatility. There are 45 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 | ISCGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.15% | — | Jul 2011 | ISCGX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.04% | — | Sep 1988 | ISCGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.04% | — | Jul 1999 | ISCGX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.05% | — | Jan 1997 | ISCGX vs ETEGX |
Lowest Drawdown Alternatives to ISCGX
ISCGX has a 1-year max drawdown of -14.78%. There are 112 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 | ISCGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | ISCGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | ISCGX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | ISCGX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | ISCGX vs RFIMX |
Other Mutual Funds from Transamerica
The 10 most viewed Transamerica mutual funds shown here include TADAX, IAAAX, TISVX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Transamerica US Growth | Large Cap Growth Equities | 31 | 10.15% | — | Nov 2009 | ISCGX vs TADAX | |
| Transamerica Asset Allocation Growth Portfolio Fun... | Diversified Portfolio | 53 | 10.35% | — | Feb 2002 | ISCGX vs IAAAX | |
| Transamerica International Small Cap Value | Foreign Small & Mid Cap Equities | 18 | 9.29% | — | Jan 2013 | ISCGX vs TISVX | |
| Transamerica Capital Growth Fund | Large Cap Growth Equities | 4 | 0.98% | — | Mar 1999 | ISCGX vs IALAX | |
| Transamerica Asset Allocation Moderate Growth Port... | Diversified Portfolio | 54 | 7.58% | — | Feb 2002 | ISCGX vs IMLAX | |
| Transamerica High Yield Muni | High Yield Muni | 62 | 2.46% | — | Jul 2013 | ISCGX vs THYIX | |
| Transamerica Emerging Markets Debt Fund | Emerging Markets Bonds | 87 | 4.79% | — | Aug 2011 | ISCGX vs EMTIX | |
| Transamerica Large Value Opportunities | Large Cap Value Equities | 31 | 7.78% | — | Sep 2000 | ISCGX vs TLOFX | |
| Transamerica Asset Allocation Moderate Portfolio F... | Diversified Portfolio | 55 | 5.63% | — | Feb 2002 | ISCGX vs IMOAX | |
| Transamerica International Equity | Foreign Large Cap Equities | 35 | 12.64% | — | Dec 1992 | ISCGX vs TSWIX |
Often Compared With ISCGX
Investors most often compare ISCGX with JANIX, JATTX, HRSMX. These 8 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Janus Henderson Triton Fund | Small Cap Growth Equities | 37 | 11.41% | — | Feb 2005 | ISCGX vs JANIX | |
| Janus Henderson Triton Fund Class T | Small Cap Growth Equities | 37 | 11.37% | — | Feb 2005 | ISCGX vs JATTX | |
| Hood River Small-Cap Growth Fund | Small Cap Growth Equities | 88 | 37.34% | — | Jan 2003 | ISCGX vs HRSMX | |
| Transamerica Small Cap Value | Small Cap Value Equities | 86 | 21.86% | — | Jan 2003 | ISCGX vs TSLTX | |
| Transamerica Small/Mid Cap Value Fund | Mid Cap Value Equities | 45 | 10.90% | — | Apr 2001 | ISCGX vs IIVAX | |
| Janus Henderson Triton Fund Class N | Small Cap Growth Equities | 37 | 11.47% | — | May 2012 | ISCGX vs JGMNX | |
| Eaton Vance Tax-Managed Small-Cap Fund | Small Cap Growth Equities | 3 | 2.05% | — | Sep 1997 | ISCGX vs ETMGX | |
| Carillon Scout Small Cap Fund | Small Cap Growth Equities | — | — | — | Nov 1986 | ISCGX vs UMBHX |
Compare ISCGX with Any Fund or Stock
Compare ISCGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ISCGX with funds that move differently
Transamerica Small Cap Growth alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ISCGX.
Explore ISCGX Diversifiers