Invesco Discovery Fund (OPOCX) 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 OPOCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OPOCX
OPOCX charges 1.01% annually. There are 65 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 | OPOCX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | OPOCX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | OPOCX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | OPOCX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | OPOCX vs VISGX |
Best Risk-Adjusted Alternatives to OPOCX
OPOCX has a PortfoliosLab risk / return rank of 72. There are 20 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | OPOCX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 89 | — | Dec 2016 | OPOCX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | OPOCX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 87 | — | Nov 2013 | OPOCX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | — | Dec 1995 | OPOCX vs OBMCX |
Top Performing OPOCX Alternatives (YTD)
OPOCX is at 28.35% YTD. There are 15 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 65.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 65.50% | — | Dec 2016 | OPOCX vs NESIX | |
| Needham Small Cap Growth Fund | 64.97% | — | May 2002 | OPOCX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 44.90% | — | Dec 2016 | OPOCX vs NEAIX | |
| Needham Aggressive Growth Fund | 44.61% | — | Sep 2001 | OPOCX vs NEAGX | |
| Oberweis Micro Cap Fund | 42.82% | — | Dec 1995 | OPOCX vs OBMCX |
Lowest Volatility Alternatives to OPOCX
OPOCX has 26.49% 1-year volatility. There are 134 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.64% | — | Nov 1995 | OPOCX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.34% | — | Jul 2011 | OPOCX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | OPOCX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | OPOCX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | OPOCX vs NBGIX |
Lowest Drawdown Alternatives to OPOCX
OPOCX has a 1-year max drawdown of -11.38%. There are 33 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 | OPOCX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | OPOCX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | OPOCX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | OPOCX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | OPOCX vs RFIMX |
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 | 52 | 17.05% | — | Oct 2020 | OPOCX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 53 | 11.89% | — | — | OPOCX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 11 | 8.10% | — | Jun 2005 | OPOCX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 22 | -11.69% | — | Jul 1983 | OPOCX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 80 | 17.94% | — | Jun 2001 | OPOCX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 76 | 11.85% | — | Oct 1968 | OPOCX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 36 | 8.09% | — | Feb 1988 | OPOCX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 81 | 26.27% | — | Jun 1999 | OPOCX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 74 | 7.39% | — | Aug 1960 | OPOCX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 55 | 12.04% | — | Jul 1997 | OPOCX vs VADDX |
Often Compared With OPOCX
Investors most often compare OPOCX with DSCGX, WFDDX, VSCIX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare OPOCX with Any Fund or Stock
Compare OPOCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OPOCX with funds that move differently
Invesco Discovery Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OPOCX.
Explore OPOCX Diversifiers