Jacob Small Cap Growth Fund (JSCGX) 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 JSCGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JSCGX
JSCGX charges 1.97% annually. There are 166 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 | JSCGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | JSCGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | JSCGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | JSCGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | JSCGX vs VISGX |
Best Risk-Adjusted Alternatives to JSCGX
JSCGX has a PortfoliosLab risk / return rank of 2. There are 162 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | JSCGX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | JSCGX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | JSCGX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | JSCGX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | JSCGX vs NESGX |
Top Performing JSCGX Alternatives (YTD)
JSCGX is at -25.96% YTD. There are 166 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | JSCGX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | JSCGX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | JSCGX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | JSCGX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 31.89% | — | Sep 2001 | JSCGX vs NEAGX |
Lowest Volatility Alternatives to JSCGX
JSCGX has 28.83% 1-year volatility. There are 150 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | JSCGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | JSCGX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | JSCGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | JSCGX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | JSCGX vs ETEGX |
Lowest Drawdown Alternatives to JSCGX
JSCGX has a 1-year max drawdown of -32.69%. There are 163 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 | JSCGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | JSCGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | JSCGX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | JSCGX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | JSCGX vs SGPIX |
Other Mutual Funds from Jacob
The 2 most viewed Jacob mutual funds shown here include JAMFX, JMIGX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Jacob Internet Fund | Technology Equities | 1 | -18.22% | — | Dec 1999 | JSCGX vs JAMFX | |
| Jacob Discovery Fund | Small Cap Growth Equities | 18 | -7.46% | — | Dec 1997 | JSCGX vs JMIGX |
Often Compared With JSCGX
Investors most often compare JSCGX with DGRO, RFIMX, SWLGX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare JSCGX with Any Fund or Stock
Compare JSCGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JSCGX with funds that move differently
Jacob Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JSCGX.
Explore JSCGX Diversifiers