Jacob Small Cap Growth Fund (JSCGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JSCGX
JSCGX charges 1.97% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among JSCGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | JSCGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | JSCGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | JSCGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | JSCGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | JSCGX vs VISGX |
Best Risk-Adjusted Alternatives to JSCGX
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 Institutional Class | 91 | Dec 30, 2016 | JSCGX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | JSCGX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | JSCGX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | JSCGX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | JSCGX vs HRSMX |
Top Performing JSCGX Alternatives (YTD)
JSCGX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | JSCGX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | JSCGX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | JSCGX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | JSCGX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | JSCGX vs OBMCX |
Lowest Volatility Alternatives to JSCGX
JSCGX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | JSCGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | JSCGX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | JSCGX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | JSCGX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | JSCGX vs ETEGX |
Lowest Drawdown Alternatives to JSCGX
JSCGX 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 | JSCGX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | JSCGX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | JSCGX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | JSCGX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | JSCGX vs CTSIX |
Other Mutual Funds from Jacob
Most popular Jacob mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Jacob Internet Fund | Technology Equities | 2 | -29.10% | Dec 12, 1999 | JSCGX vs JAMFX | |
| Jacob Discovery Fund | Small Cap Growth Equities | 49 | -15.20% | Dec 31, 1997 | JSCGX vs JMIGX |
Often Compared With JSCGX
What investors most often compare with JSCGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 69 | 1.57% | Jun 10, 2014 | JSCGX vs DGRO | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.06% | Dec 20, 2017 | JSCGX vs SWLGX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | JSCGX vs PNSAX |
Compare JSCGX with Any Fund or Stock
Compare JSCGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.