Needham Aggressive Growth Fund (NEAGX) Alternatives

Needham Aggressive Growth Fund (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 funds that fit a different role in your portfolio.

Cheapest Alternatives to NEAGX

NEAGX charges 1.86% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among NEAGX alternatives.

Symbol	Name	Expense Ratio	Inception
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	Jul 11, 2019	NEAGX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	May 24, 2000	NEAGX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	Sep 27, 2011	NEAGX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	May 25, 2011	NEAGX vs VRTGX
VISGX	Vanguard Small Cap Growth Index Fund	0.19%	May 21, 1998	NEAGX vs VISGX

Best Risk-Adjusted Alternatives to NEAGX

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
NEAIX	Needham Aggressive Growth Fund Institutional Class	91	Dec 30, 2016	NEAGX vs NEAIX
DMCRX	Driehaus Micro Cap Growth Fund	86	Nov 18, 2013	NEAGX vs DMCRX
OBMCX	Oberweis Micro Cap Fund	86	Dec 29, 1995	NEAGX vs OBMCX
HRSMX	Hood River Small-Cap Growth Fund	83	Jan 2, 2003	NEAGX vs HRSMX
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	82	Nov 3, 2015	NEAGX vs DSCIX

Top Performing NEAGX Alternatives (YTD)

NEAGX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
KSCOX	Kinetics Small Cap Opportunities Fund	29.72%	Mar 20, 2000	NEAGX vs KSCOX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	29.65%	Dec 31, 2001	NEAGX vs KSOAX
NESIX	Needham Small Cap Growth Fund Institutional	9.63%	Dec 30, 2016	NEAGX vs NESIX
NESGX	Needham Small Cap Growth Fund	9.51%	May 22, 2002	NEAGX vs NESGX
OBMCX	Oberweis Micro Cap Fund	8.96%	Dec 29, 1995	NEAGX vs OBMCX

Lowest Volatility Alternatives to NEAGX

NEAGX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
EMCAX	Empiric 2500 Fund	17.35%	Nov 6, 1995	NEAGX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	19.19%	Jul 29, 2011	NEAGX vs CMCIX
VLEOX	Value Line Small Cap Opportunities Fund	19.58%	Jun 23, 1993	NEAGX vs VLEOX
PXQSX	Virtus KAR Small-Cap Value Fund	19.65%	Jun 28, 2006	NEAGX vs PXQSX
ETEGX	Eaton Vance Small-Cap Fund	19.66%	Jan 2, 1997	NEAGX vs ETEGX

Lowest Drawdown Alternatives to NEAGX

NEAGX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
EMCAX	Empiric 2500 Fund	-10.15%	Nov 6, 1995	NEAGX vs EMCAX
VLEOX	Value Line Small Cap Opportunities Fund	-10.86%	Jun 23, 1993	NEAGX vs VLEOX
RFIMX	Ranger Micro Cap Fund	-11.77%	Jun 6, 2018	NEAGX vs RFIMX
SSCPX	Saratoga Small Capitalization Portfolio	-11.83%	Sep 1, 1994	NEAGX vs SSCPX
CTSIX	Calamos Timpani Small Cap Growth Fund	-12.38%	Mar 23, 2011	NEAGX vs CTSIX

Other Mutual Funds from Needham

Most popular Needham mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NEEGX	Needham Growth Fund	Mid Cap Growth Equities	79	10.46%	Jan 2, 1996	NEAGX vs NEEGX

Often Compared With NEAGX

What investors most often compare with NEAGX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
DSCGX	DFA U.S. Small Cap Growth Portfolio	Small Cap Growth Equities	19	-3.76%	Dec 20, 2012	NEAGX vs DSCGX
SFSNX	Schwab Fundamental US Small Company Index Fund	Small Cap Blend Equities	38	0.48%	Apr 2, 2007	NEAGX vs SFSNX
TSCGX	Thrivent Small Cap Growth Fund	Small Cap Growth Equities	15	-4.40%	Feb 28, 2018	NEAGX vs TSCGX
CSMCX	Congress Small Cap Growth Fund	Small Cap Growth Equities	26	-4.16%	Dec 9, 1999	NEAGX vs CSMCX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	46	-6.75%	Nov 13, 2000	NEAGX vs VTSAX
AVUV	Avantis US Small Cap Value ETF	Small Cap Value Equities	74	8.60%	Sep 24, 2019	NEAGX vs AVUV
^GSPC	S&P 500 Index		74	-4.63%	—	NEAGX vs ^GSPC
IMCG	iShares Morningstar Mid-Cap Growth ETF	Mid Cap Growth Equities	35	-1.19%	Jun 28, 2004	NEAGX vs IMCG
HFCGX	Hennessy Cornerstone Growth Fund	Small Cap Blend Equities	24	0.00%	Nov 1, 1996	NEAGX vs HFCGX
FTXNX	Fuller & Thaler Behavioral Small-Cap Growth Fund	Small Cap Growth Equities	51	-3.39%	Dec 21, 2017	NEAGX vs FTXNX
FMFMX	Fidelity Advisor Series Equity Growth Fund	Large Cap Growth Equities	29	-9.12%	Jun 6, 2014	NEAGX vs FMFMX
NBGNX	Neuberger Berman Genesis Fund	Small Cap Growth Equities	7	-1.46%	Sep 27, 1988	NEAGX vs NBGNX
PMEGX	T. Rowe Price Institutional Mid Cap Equity Growth ...	Mid Cap Growth Equities	10	-6.62%	Jul 31, 1996	NEAGX vs PMEGX
OAKEX	Oakmark International Small Cap Fund	Foreign Small & Mid Cap Equities	12	-10.36%	Oct 31, 1995	NEAGX vs OAKEX
DVSMX	Driehaus Small Cap Growth Fund	Small Cap Growth Equities	59	-5.77%	Aug 21, 2017	NEAGX vs DVSMX
CALF	Pacer US Small Cap Cash Cows 100 ETF	Small Cap Blend Equities	59	1.28%	Jun 16, 2017	NEAGX vs CALF
ADNPX	American Beacon ARK Transformational Innovation Fu...	Mid Cap Growth Equities	32	-17.31%	Jan 27, 2017	NEAGX vs ADNPX
FGSIX	Federated MDT Mid Cap Growth Fund Institutional Sh...	Mid Cap Growth Equities	12	-9.48%	Aug 23, 1984	NEAGX vs FGSIX
VFPIX	Private Capital Management Value Fund	Small Cap Blend Equities	5	-9.19%	May 28, 2010	NEAGX vs VFPIX
HDPMX	Hodges Fund	Mid Cap Blend Equities	43	-5.28%	Oct 9, 1992	NEAGX vs HDPMX

Compare NEAGX with Any Fund or Stock

Compare NEAGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Needham Aggressive Growth Fund

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