Optimum Small-Mid Cap Growth Fund (OISGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to OISGX
OISGX charges 1.29% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among OISGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | OISGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | OISGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | OISGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | OISGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | OISGX vs VISGX |
Best Risk-Adjusted Alternatives to OISGX
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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | OISGX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | OISGX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | OISGX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | OISGX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | OISGX vs HRSMX |
Top Performing OISGX Alternatives (YTD)
OISGX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | OISGX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | OISGX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | OISGX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | OISGX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | OISGX vs OBMCX |
Lowest Volatility Alternatives to OISGX
OISGX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | OISGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | OISGX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | OISGX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | OISGX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | OISGX vs ETEGX |
Lowest Drawdown Alternatives to OISGX
OISGX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | OISGX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | OISGX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | OISGX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | OISGX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | OISGX vs CTSIX |
Other Mutual Funds from Delaware Funds
Most popular Delaware Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 5 | -9.94% | Jun 30, 2000 | OISGX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 5 | -15.30% | Jun 30, 2000 | OISGX vs WLGAX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 88 | 2.54% | Oct 4, 1993 | OISGX vs FGINX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 41 | 3.11% | Jun 24, 1987 | OISGX vs DEVLX | |
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 97 | 13.36% | Jun 9, 1996 | OISGX vs DEMIX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 18 | -3.22% | Dec 29, 1998 | OISGX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 27 | -11.98% | Aug 1, 2003 | OISGX vs OILGX | |
| Delaware Value Fund | Large Cap Value Equities | 38 | 1.00% | Sep 14, 1998 | OISGX vs DDVIX | |
| Delaware Ivy Mid Cap Income Opportunities Fund | Mid Cap Value Equities | 20 | -1.41% | Oct 1, 2014 | OISGX vs IVOIX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 11 | -1.20% | Jan 10, 1984 | OISGX vs DMTFX |
Often Compared With OISGX
What investors most often compare with OISGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | OISGX vs VOO | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 8 | -0.87% | Sep 21, 1986 | OISGX vs CXHYX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | OISGX vs PNSAX |
Compare OISGX with Any Fund or Stock
Compare OISGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.