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 a closer substitute for your current allocation.
Cheapest Alternatives to NESGX
NESGX charges 1.85% annually. There are 158 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 | NESGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | NESGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | NESGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | NESGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | NESGX vs VISGX |
Best Risk-Adjusted Alternatives to NESGX
NESGX has a PortfoliosLab risk / return rank of 89. There is 1 mutual fund in the Small Cap Growth Equities category with a higher risk-adjusted rank, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | NESGX vs NESIX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | NESGX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | NESGX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | NESGX vs NEAIX | |
| Needham Aggressive Growth Fund | 86 | — | Sep 2001 | NESGX vs NEAGX |
Top Performing NESGX Alternatives (YTD)
NESGX is at 69.18% YTD. There is 1 mutual fund in the Small Cap Growth Equities category with a higher YTD return, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | NESGX vs NESIX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | NESGX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | NESGX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | NESGX vs OBMCX | |
| Oberweis Small-Cap Opportunities Fund | 34.50% | — | Sep 1996 | NESGX vs OBSOX |
Lowest Volatility Alternatives to NESGX
NESGX has 32.76% 1-year volatility. There are 164 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 | NESGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | NESGX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | NESGX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | NESGX vs NBGNX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | NESGX vs ETMGX |
Lowest Drawdown Alternatives to NESGX
NESGX has a 1-year max drawdown of -17.16%. There are 142 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 | NESGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | NESGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | NESGX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | NESGX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | NESGX 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 | NESGX vs NEEGX | |
| Needham Growth Fund Institutional Class | Mid Cap Growth Equities | 82 | 48.25% | — | Dec 2016 | NESGX vs NEEIX |
Often Compared With NESGX
Investors most often compare NESGX with ^NDX, SWPPX, QUASX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare NESGX with Any Fund or Stock
Compare NESGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NESGX with funds that move differently
Needham Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NESGX.
Explore NESGX Diversifiers