OPOCX Alternatives & Similar Mutual Funds

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
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	OPOCX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	45.50B	May 2000	OPOCX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	45.50B	Sep 2011	OPOCX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	OPOCX vs VRTGX
VISGX	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 83. There are 15 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	95	—	Dec 2016	OPOCX vs NESIX
NESGX	Needham Small Cap Growth Fund	95	—	May 2002	OPOCX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	93	—	Dec 2016	OPOCX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	93	—	Sep 2001	OPOCX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	92	—	Dec 1995	OPOCX vs OBMCX

Top Performing OPOCX Alternatives (YTD)

OPOCX is at 38.95% YTD. There are 10 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	83.93%	—	Dec 2016	OPOCX vs NESIX
NESGX	Needham Small Cap Growth Fund	83.39%	—	May 2002	OPOCX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	64.46%	—	Dec 2016	OPOCX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	64.16%	—	Sep 2001	OPOCX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	52.27%	—	Dec 1995	OPOCX vs OBMCX

Lowest Volatility Alternatives to OPOCX

OPOCX has 25.55% 1-year volatility. There are 129 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.

Symbol	Name	Volatility 1Y	AUM	Inception
EMCAX	Empiric 2500 Fund	14.48%	—	Nov 1995	OPOCX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.39%	—	Jul 2011	OPOCX vs CMCIX
ETEGX	Eaton Vance Small-Cap Fund	16.28%	—	Jan 1997	OPOCX vs ETEGX
NBGNX	Neuberger Berman Genesis Fund	16.32%	—	Sep 1988	OPOCX vs NBGNX
NBGIX	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
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	OPOCX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	OPOCX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	OPOCX vs WMKSX
EMCAX	Empiric 2500 Fund	-8.60%	—	Nov 1995	OPOCX vs EMCAX
RFIMX	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, OPGSX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
IVNQX	Invesco Nasdaq 100 Index Fund	Large Cap Growth Equities	71	20.39%	—	Oct 2020	OPOCX vs IVNQX
VADAX	Invesco Equally-Weighted S&P 500 Fund Class A	Large Cap Blend Equities	43	10.14%	—	—	OPOCX vs VADAX
OPGSX	Invesco Gold & Special Minerals Fund	Gold, Precious Metals	23	-3.25%	—	Jul 1983	OPOCX vs OPGSX
VAFAX	Invesco American Franchise Fund Class A	Large Cap Growth Equities	16	9.63%	—	Jun 2005	OPOCX vs VAFAX
VVOAX	Invesco Value Opportunities Fund	Mid Cap Value Equities	85	24.13%	—	Jun 2001	OPOCX vs VVOAX
ACSTX	Invesco Comstock Fund	Large Cap Value Equities	63	10.38%	—	Oct 1968	OPOCX vs ACSTX
VSCAX	Invesco Small Cap Value Fund	Small Cap Value Equities	89	32.95%	—	Jun 1999	OPOCX vs VSCAX
MSIGX	Invesco Main Street Fund	Large Cap Blend Equities	36	5.31%	—	Feb 1988	OPOCX vs MSIGX
ACEIX	Invesco Equity and Income Fund	Diversified Portfolio	63	6.66%	—	Aug 1960	OPOCX vs ACEIX
OPPAX	Invesco Global Fund	Global Equities	26	9.69%	—	Dec 1969	OPOCX vs OPPAX

Often Compared With OPOCX

Investors most often compare OPOCX with DSCGX, WFDDX, VSCIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DSCGX	DFA U.S. Small Cap Growth Portfolio	Small Cap Growth Equities	27	11.50%	—	Dec 2012	OPOCX vs DSCGX
WFDDX	Allspring Discovery SMID Cap Growth Fund	Mid Cap Growth Equities	27	19.60%	—	Apr 2005	OPOCX vs WFDDX
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	Small Cap Blend Equities	56	15.72%	182.70B	Jul 1997	OPOCX vs VSCIX
FXAIX	Fidelity 500 Index Fund	S&P 500	65	9.79%	—	Feb 1988	OPOCX vs FXAIX
VOOG	Vanguard S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	45	8.71%	26.50B	Sep 2010	OPOCX vs VOOG
VBK	Vanguard Small-Cap Growth ETF	Small Cap Growth Equities	49	16.76%	45.50B	Jan 2004	OPOCX vs VBK
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	65	10.33%	2.30T	Nov 2000	OPOCX vs VTSAX
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	OPOCX vs SPY
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	45	8.86%	—	Jan 1934	OPOCX vs AIVSX
PINRX	Principal Diversified International Fund	Foreign Large Cap Equities	33	7.27%	—	Dec 2000	OPOCX vs PINRX
VEIRX	Vanguard Equity Income Fund Admiral Shares	Large Cap Value Equities	59	8.18%	66.40B	Aug 2001	OPOCX vs VEIRX
SSKEX	State Street Emerging Markets Equity Index Fund	Emerging Markets Diversified	90	30.71%	—	Dec 2015	OPOCX vs SSKEX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	Small Cap Growth Equities	3	13.05%	—	Dec 2001	OPOCX vs KSOAX
VLEOX	Value Line Small Cap Opportunities Fund	Small Cap Growth Equities	25	10.51%	—	Jun 1993	OPOCX vs VLEOX
JATTX	Janus Henderson Triton Fund Class T	Small Cap Growth Equities	43	15.03%	—	Feb 2005	OPOCX vs JATTX
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	1	-7.51%	—	May 1987	OPOCX vs NCLEX
DMCRX	Driehaus Micro Cap Growth Fund	Small Cap Growth Equities	85	29.20%	—	Nov 2013	OPOCX vs DMCRX
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	88	37.89%	—	Jan 2003	OPOCX vs HRSMX
VADDX	Invesco Equally-Weighted S&P 500 Fund	S&P 500	44	10.27%	—	Jul 1997	OPOCX vs VADDX
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	63	27.15%	—	Sep 1994	OPOCX vs SSCPX

Compare OPOCX with Any Fund or Stock

Compare OPOCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Invesco Discovery Fund (OPOCX) Alternatives