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 a closer substitute for your current allocation.
Cheapest Alternatives to NEAGX
NEAGX charges 1.86% annually. There are 159 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% | 45.50B | May 2000 | NEAGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | 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 86. There are 5 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 | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | NEAGX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | NEAGX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | NEAGX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | NEAGX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | NEAGX vs NEAIX |
Top Performing NEAGX Alternatives (YTD)
NEAGX is at 49.38% YTD. There are 3 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | NEAGX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | NEAGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | NEAGX vs NEAIX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | NEAGX vs OBMCX | |
| Oberweis Small-Cap Opportunities Fund | 34.50% | — | Sep 1996 | NEAGX vs OBSOX |
Lowest Volatility Alternatives to NEAGX
NEAGX has 29.25% 1-year volatility. There are 156 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | NEAGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | NEAGX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | NEAGX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | NEAGX vs NBGNX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | NEAGX vs ETMGX |
Lowest Drawdown Alternatives to NEAGX
NEAGX has a 1-year max drawdown of -14.01%. There are 103 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 2500 Fund | -8.60% | — | Nov 1995 | NEAGX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | NEAGX vs RFIMX |
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 | 81 | 47.95% | — | Jan 1996 | NEAGX vs NEEGX | |
| Needham Growth Fund Institutional Class | Mid Cap Growth Equities | 82 | 48.25% | — | 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 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NEAGX.
Explore NEAGX Diversifiers