Invesco Discovery Fund Class R6 (ODIIX) 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 ODIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ODIIX
ODIIX charges 0.65% annually. There are 12 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 | ODIIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | ODIIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | ODIIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | ODIIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | ODIIX vs VISGX |
Best Risk-Adjusted Alternatives to ODIIX
ODIIX has a PortfoliosLab risk / return rank of 64. There are 27 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 | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | ODIIX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | ODIIX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | ODIIX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | ODIIX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | ODIIX vs NESGX |
Top Performing ODIIX Alternatives (YTD)
ODIIX is at 21.59% YTD. There are 18 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | ODIIX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | ODIIX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | ODIIX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | ODIIX vs NEAIX | |
| Needham Aggressive Growth Fund | 31.89% | — | Sep 2001 | ODIIX vs NEAGX |
Lowest Volatility Alternatives to ODIIX
ODIIX has 28.71% 1-year volatility. There are 147 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | ODIIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | ODIIX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | ODIIX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | ODIIX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | ODIIX vs ETEGX |
Lowest Drawdown Alternatives to ODIIX
ODIIX has a 1-year max drawdown of -16.66%. There are 126 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 | ODIIX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | ODIIX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | ODIIX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | ODIIX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | ODIIX vs SGPIX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VAFAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 38 | 11.50% | — | Oct 2020 | ODIIX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 68 | 13.11% | — | — | ODIIX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 8 | 2.06% | — | Jun 2005 | ODIIX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 35 | -8.91% | — | Jul 1983 | ODIIX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 74 | 14.48% | — | Jun 2001 | ODIIX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 83 | 12.80% | — | Oct 1968 | ODIIX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 76 | 21.61% | — | Jun 1999 | ODIIX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 34 | 6.19% | — | Feb 1988 | ODIIX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 74 | 7.11% | — | Aug 1960 | ODIIX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 69 | 13.28% | — | Jul 1997 | ODIIX vs VADDX |
Often Compared With ODIIX
Investors most often compare ODIIX with FOCSX, NCLEX, FXAIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare ODIIX with Any Fund or Stock
Compare ODIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ODIIX with funds that move differently
Invesco Discovery Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ODIIX.
Explore ODIIX Diversifiers