Needham Small Cap Growth Fund (NESGX) Alternatives

Needham Small Cap Growth Fund (NESGX) 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 NESGX. 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 NESGX

NESGX charges 1.85% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among NESGX alternatives.

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

Best Risk-Adjusted Alternatives to NESGX

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	NESGX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	90	Sep 4, 2001	NESGX vs NEAGX
DMCRX	Driehaus Micro Cap Growth Fund	86	Nov 18, 2013	NESGX vs DMCRX
OBMCX	Oberweis Micro Cap Fund	86	Dec 29, 1995	NESGX vs OBMCX
HRSMX	Hood River Small-Cap Growth Fund	83	Jan 2, 2003	NESGX vs HRSMX

Top Performing NESGX Alternatives (YTD)

NESGX 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	NESGX vs KSCOX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	29.65%	Dec 31, 2001	NESGX vs KSOAX
NESIX	Needham Small Cap Growth Fund Institutional	9.63%	Dec 30, 2016	NESGX vs NESIX
OBMCX	Oberweis Micro Cap Fund	8.96%	Dec 29, 1995	NESGX vs OBMCX
NEAIX	Needham Aggressive Growth Fund Institutional Class	7.37%	Dec 30, 2016	NESGX vs NEAIX

Lowest Volatility Alternatives to NESGX

NESGX 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	NESGX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	19.19%	Jul 29, 2011	NESGX vs CMCIX
VLEOX	Value Line Small Cap Opportunities Fund	19.58%	Jun 23, 1993	NESGX vs VLEOX
PXQSX	Virtus KAR Small-Cap Value Fund	19.65%	Jun 28, 2006	NESGX vs PXQSX
ETEGX	Eaton Vance Small-Cap Fund	19.66%	Jan 2, 1997	NESGX vs ETEGX

Lowest Drawdown Alternatives to NESGX

NESGX 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	NESGX vs EMCAX
VLEOX	Value Line Small Cap Opportunities Fund	-10.86%	Jun 23, 1993	NESGX vs VLEOX
RFIMX	Ranger Micro Cap Fund	-11.77%	Jun 6, 2018	NESGX vs RFIMX
SSCPX	Saratoga Small Capitalization Portfolio	-11.83%	Sep 1, 1994	NESGX vs SSCPX
CTSIX	Calamos Timpani Small Cap Growth Fund	-12.38%	Mar 23, 2011	NESGX 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	NESGX vs NEEGX

Often Compared With NESGX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
^NDX	NASDAQ 100 Index		80	-5.98%	—	NESGX vs ^NDX
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	46	-7.07%	May 19, 1997	NESGX vs SWPPX
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	79	-5.85%	Oct 21, 2008	NESGX vs FGROX
QUASX	AB Small Cap Growth Portfolio	Small Cap Growth Equities	18	-7.77%	Feb 12, 1969	NESGX vs QUASX
ALMAX	Alger Weatherbie Specialized Growth Fund	Small Cap Growth Equities	5	-15.06%	May 8, 2002	NESGX vs ALMAX
BSCFX	Baron Small Cap Fund	Small Cap Growth Equities	3	-10.87%	Sep 30, 1997	NESGX vs BSCFX
DCDGX	Dunham Small Cap Growth Fund	Small Cap Growth Equities	44	-4.35%	Dec 10, 2004	NESGX vs DCDGX
NWKDX	Nationwide Geneva Small Cap Growth Fund	Small Cap Growth Equities	2	-6.90%	Jun 12, 2009	NESGX vs NWKDX
PSCZX	PGIM Jennison Small Company Fund Class Z	Small Cap Growth Equities	28	-2.55%	Mar 1, 1996	NESGX vs PSCZX
SGPIX	ProFunds Small Cap Growth Fund	Small Cap Growth Equities	24	-1.14%	Sep 4, 2001	NESGX vs SGPIX
TCMSX	Voya Small Cap Growth Fund	Small Cap Growth Equities	19	-7.95%	Oct 1, 2004	NESGX vs TCMSX
BDFIX	Baron Discovery Fund	Small Cap Growth Equities	6	-13.78%	Sep 30, 2013	NESGX vs BDFIX
BIASX	Brown Advisory Small-Cap Growth Fund	Small Cap Growth Equities	10	-4.65%	Jun 28, 1999	NESGX vs BIASX
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	0	-14.46%	May 18, 1987	NESGX vs NCLEX
ASMOX	AQR Small Cap Momentum Style Fund	Small Cap Growth Equities	53	-3.17%	Jul 9, 2009	NESGX vs ASMOX
JMIGX	Jacob Discovery Fund	Small Cap Growth Equities	49	-15.20%	Dec 31, 1997	NESGX vs JMIGX
MAGKX	Mutual of America Small Cap Growth Fund	Small Cap Growth Equities	24	-3.04%	Nov 29, 2021	NESGX vs MAGKX
MMGEX	MassMutual Small Cap Growth Equity Fund	Small Cap Growth Equities	47	-1.89%	May 3, 1999	NESGX vs MMGEX
NBMIX	Neuberger Berman Small Cap Growth Fund	Small Cap Growth Equities	28	-7.63%	Oct 20, 1998	NESGX vs NBMIX
ODIIX	Invesco Discovery Fund Class R6	Small Cap Growth Equities	58	1.07%	Jan 27, 2012	NESGX vs ODIIX

Compare NESGX with Any Fund or Stock

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

Symbol name

Needham Small Cap Growth Fund

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