Invesco Main Street Small Cap Fund (OSSIX) Alternatives
Invesco Main Street Small Cap Fund (OSSIX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OSSIX. 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 OSSIX
OSSIX charges 0.68% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among OSSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | OSSIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | OSSIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | OSSIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | OSSIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | OSSIX vs VSMAX |
Best Risk-Adjusted Alternatives to OSSIX
Among mutual funds in the Small Cap Blend 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | OSSIX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | OSSIX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | OSSIX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | OSSIX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | OSSIX vs PRSVX |
Top Performing OSSIX Alternatives (YTD)
OSSIX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | OSSIX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | OSSIX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | OSSIX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | OSSIX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | OSSIX vs RIVSX |
Lowest Volatility Alternatives to OSSIX
OSSIX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | OSSIX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | OSSIX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | OSSIX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | OSSIX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | OSSIX vs CSMDX |
Lowest Drawdown Alternatives to OSSIX
OSSIX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | OSSIX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | OSSIX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | OSSIX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | OSSIX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | OSSIX vs BOSOX |
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 | OSSIX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 28 | -1.47% | — | OSSIX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | OSSIX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 92 | 0.44% | Jul 18, 1983 | OSSIX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 36 | -2.22% | Oct 7, 1968 | OSSIX vs ACSTX | |
| Invesco Global Fund | Global Equities | 9 | -13.35% | Dec 21, 1969 | OSSIX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 20 | -9.61% | Feb 3, 1988 | OSSIX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 56 | -1.20% | Aug 2, 1960 | OSSIX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 29 | -1.41% | Jul 28, 1997 | OSSIX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 3.20% | Jun 25, 2001 | OSSIX vs VVOAX |
Often Compared With OSSIX
What investors most often compare with OSSIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | OSSIX vs FCNTX | |
| American Funds Capital Income Builder Class A | Diversified Portfolio | 80 | 0.14% | Jul 30, 1987 | OSSIX vs CAIBX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | OSSIX vs TNVIX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 47 | -2.48% | Oct 1, 2002 | OSSIX vs TISBX |
Compare OSSIX with Any Fund or Stock
Compare OSSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.