Invesco Discovery Fund (OPOCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to OPOCX
OPOCX charges 1.01% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among OPOCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | OPOCX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | OPOCX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | OPOCX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | OPOCX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | OPOCX vs VISGX |
Best Risk-Adjusted Alternatives to OPOCX
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 | OPOCX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | OPOCX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | OPOCX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | OPOCX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | OPOCX vs HRSMX |
Top Performing OPOCX Alternatives (YTD)
OPOCX 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 | OPOCX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | OPOCX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | OPOCX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | OPOCX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | OPOCX vs OBMCX |
Lowest Volatility Alternatives to OPOCX
OPOCX 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 | OPOCX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | OPOCX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | OPOCX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | OPOCX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | OPOCX vs ETEGX |
Lowest Drawdown Alternatives to OPOCX
OPOCX 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 | OPOCX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | OPOCX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | OPOCX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | OPOCX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | OPOCX vs CTSIX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 48 | -8.99% | Oct 13, 2020 | OPOCX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 28 | -1.47% | — | OPOCX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | OPOCX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 92 | 0.44% | Jul 18, 1983 | OPOCX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 36 | -2.22% | Oct 7, 1968 | OPOCX vs ACSTX | |
| Invesco Global Fund | Global Equities | 9 | -13.35% | Dec 21, 1969 | OPOCX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 20 | -9.61% | Feb 3, 1988 | OPOCX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 56 | -1.20% | Aug 2, 1960 | OPOCX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 29 | -1.41% | Jul 28, 1997 | OPOCX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 3.20% | Jun 25, 2001 | OPOCX vs VVOAX |
Often Compared With OPOCX
What investors most often compare with OPOCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Growth Portfolio | Small Cap Growth Equities | 19 | -3.76% | Dec 20, 2012 | OPOCX vs DSCGX | |
| Vanguard Small-Cap Index Fund Institutional Shares | Small Cap Blend Equities | 37 | -1.21% | Jul 7, 1997 | OPOCX vs VSCIX | |
| Allspring Discovery SMID Cap Growth Fund | Mid Cap Growth Equities | 10 | -9.96% | Apr 8, 2005 | OPOCX vs WFDDX | |
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | OPOCX vs FXAIX | |
| Vanguard S&P 500 Growth ETF | S&P 500, Large Cap Growth Equities | 66 | -8.17% | Apr 5, 2019 | OPOCX vs VOOG | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | Large Cap Blend Equities | 46 | -6.75% | Nov 13, 2000 | OPOCX vs VTSAX | |
| Vanguard Small-Cap Growth ETF | Small Cap Growth Equities | 55 | 0.16% | Jan 26, 2004 | OPOCX vs VBK | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | OPOCX vs SPY | |
| American Funds Investment Company of America Class... | Large Cap Blend Equities | 48 | -7.68% | Jan 1, 1934 | OPOCX vs AIVSX | |
| Vanguard Equity Income Fund Admiral Shares | Large Cap Value Equities | 57 | -0.12% | Aug 13, 2001 | OPOCX vs VEIRX |
Compare OPOCX with Any Fund or Stock
Compare OPOCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.