Needham Aggressive Growth Fund Retail Class (NEAGX) 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 NEAGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NEAGX
NEAGX charges 1.64% annually. There are 154 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 | NEAGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | NEAGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | NEAGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | NEAGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | NEAGX vs VISGX |
Best Risk-Adjusted Alternatives to NEAGX
NEAGX has a PortfoliosLab risk / return rank of 53. There are 39 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | NEAGX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 83 | — | Dec 2016 | NEAGX vs NESIX | |
| Needham Small Cap Growth Fund | 82 | — | May 2002 | NEAGX vs NESGX | |
| North Square Spectrum Alpha Fund | 79 | — | Jan 1994 | NEAGX vs ORIGX | |
| Driehaus Micro Cap Growth Fund | 77 | — | Nov 2013 | NEAGX vs DMCRX |
Top Performing NEAGX Alternatives (YTD)
NEAGX is at 33.20% YTD. There are 4 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 56.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 56.00% | — | Dec 2016 | NEAGX vs NESIX | |
| Needham Small Cap Growth Fund | 55.46% | — | May 2002 | NEAGX vs NESGX | |
| Oberweis Micro Cap Fund | 35.75% | — | Dec 1995 | NEAGX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 33.50% | — | Dec 2016 | NEAGX vs NEAIX | |
| Oberweis Small-Cap Opportunities Fund | 25.99% | — | Sep 1996 | NEAGX vs OBSOX |
Lowest Volatility Alternatives to NEAGX
NEAGX has 30.85% 1-year volatility. There are 160 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.57% | — | Nov 1995 | NEAGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.38% | — | Jul 2011 | NEAGX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | NEAGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | NEAGX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.33% | — | Jan 1997 | NEAGX vs ETEGX |
Lowest Drawdown Alternatives to NEAGX
NEAGX has a 1-year max drawdown of -24.12%. There are 158 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 | NEAGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | NEAGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | NEAGX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | NEAGX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | NEAGX vs SGPIX |
Other Mutual Funds from Needham
The 2 most viewed Needham mutual funds shown here include NEEGX, NEEIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Needham Growth Fund | Mid Cap Growth Equities | 56 | 35.60% | — | Jan 1996 | NEAGX vs NEEGX | |
| Needham Growth Fund Institutional Class | Mid Cap Growth Equities | 56 | 35.91% | — | Dec 2016 | NEAGX vs NEEIX |
Often Compared With NEAGX
Investors most often compare NEAGX with SFSNX, DSCGX, CSMCX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare NEAGX with Any Fund or Stock
Compare NEAGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NEAGX with funds that move differently
Needham Aggressive Growth Fund Retail Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NEAGX.
Explore NEAGX Diversifiers