Optimum Small-Mid Cap Growth Fund (OISGX) 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 OISGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OISGX
OISGX charges 1.29% annually. There are 130 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 | OISGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | OISGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | OISGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | OISGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | OISGX vs VISGX |
Best Risk-Adjusted Alternatives to OISGX
OISGX has a PortfoliosLab risk / return rank of 34. There are 108 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 93 | — | Nov 2015 | OISGX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 87 | — | Dec 2016 | OISGX vs NESIX | |
| Needham Small Cap Growth Fund | 86 | — | May 2002 | OISGX vs NESGX | |
| North Square Spectrum Alpha Fund | 85 | — | Jan 1994 | OISGX vs ORIGX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | OISGX vs DMCRX |
Top Performing OISGX Alternatives (YTD)
OISGX is at 13.84% YTD. There are 114 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 60.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 60.02% | — | Dec 2016 | OISGX vs NESIX | |
| Needham Small Cap Growth Fund | 59.43% | — | May 2002 | OISGX vs NESGX | |
| Oberweis Micro-Cap Fund Investor Class | 40.02% | — | Jan 1996 | OISGX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 36.79% | — | Dec 2016 | OISGX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 36.48% | — | Sep 2001 | OISGX vs NEAGX |
Lowest Volatility Alternatives to OISGX
OISGX has 21.70% 1-year volatility. There are 85 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.53% | — | Nov 1995 | OISGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.27% | — | Jul 2011 | OISGX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.26% | — | Jan 1997 | OISGX vs ETEGX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.28% | — | Jul 1999 | OISGX vs NBGIX | |
| Neuberger Berman Genesis Fund | 16.28% | — | Sep 1988 | OISGX vs NBGNX |
Lowest Drawdown Alternatives to OISGX
OISGX has a 1-year max drawdown of -15.52%. There are 116 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 | OISGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | OISGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | OISGX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | OISGX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | OISGX vs SGPIX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WMGAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Equities | 94 | 79.82% | — | Jun 1996 | OISGX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 98 | 24.22% | — | Oct 1993 | OISGX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 2.15% | — | Jun 2000 | OISGX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 10 | 3.04% | — | Jun 2000 | OISGX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 85 | 21.78% | — | Jun 1987 | OISGX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 76 | 19.86% | — | Dec 1998 | OISGX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 22 | 5.23% | — | Aug 2003 | OISGX vs OILGX | |
| Delaware Floating Rate Fund | Bank Loan | 94 | 2.18% | — | Feb 2010 | OISGX vs DDFLX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 54 | 0.73% | — | Jan 1984 | OISGX vs DMTFX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 42 | 0.64% | — | Sep 1986 | OISGX vs CXHYX |
Often Compared With OISGX
Investors most often compare OISGX with VOO, DDVIX, IVOIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare OISGX with Any Fund or Stock
Compare OISGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OISGX with funds that move differently
Optimum Small-Mid Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OISGX.
Explore OISGX Diversifiers