LKCM Small Cap Equity Fund (LKSCX) Alternatives
LKCM Small Cap Equity Fund (LKSCX) 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 LKSCX. 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 LKSCX
LKSCX charges 1.03% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among LKSCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | LKSCX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | LKSCX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | LKSCX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | LKSCX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | LKSCX vs VISGX |
Best Risk-Adjusted Alternatives to LKSCX
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 | LKSCX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | LKSCX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | LKSCX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | LKSCX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | LKSCX vs HRSMX |
Top Performing LKSCX Alternatives (YTD)
LKSCX 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 | LKSCX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | LKSCX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | LKSCX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | LKSCX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | LKSCX vs OBMCX |
Lowest Volatility Alternatives to LKSCX
LKSCX 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 | LKSCX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | LKSCX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | LKSCX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | LKSCX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | LKSCX vs ETEGX |
Lowest Drawdown Alternatives to LKSCX
LKSCX 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 | LKSCX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | LKSCX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | LKSCX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | LKSCX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | LKSCX vs CTSIX |
Other Mutual Funds from LKCM
Most popular LKCM mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| LKCM Aquinas Catholic Equity Fund | Large Cap Growth Equities | 14 | -4.23% | Jul 11, 2005 | LKSCX vs AQEIX | |
| LKCM Fixed Income Fund | Corporate Bonds | 84 | -0.38% | Dec 30, 1997 | LKSCX vs LKFIX | |
| LKCM Equity Fund | Large Cap Growth Equities | 30 | -3.56% | Jan 3, 1996 | LKSCX vs LKEQX | |
| LKCM Small-Mid Cap Equity Fund | Mid Cap Growth Equities | 9 | -6.34% | May 2, 2011 | LKSCX vs LKSMX | |
| LKCM Balanced Fund | Diversified Portfolio | 21 | -3.07% | Dec 29, 1997 | LKSCX vs LKBAX | |
| LKCM International Equity Fund | Foreign Large Cap Equities | 44 | -1.46% | May 1, 2019 | LKSCX vs LKINX |
Often Compared With LKSCX
What investors most often compare with LKSCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Conestoga Small Cap | Small Cap Growth Equities | 2 | -8.19% | Oct 1, 2002 | LKSCX vs CCASX | |
| Schwab Small-Cap Equity Fund™ | Small Cap Blend Equities | 24 | -2.00% | Jul 1, 2003 | LKSCX vs SWSCX |
Compare LKSCX with Any Fund or Stock
Compare LKSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.