JPMorgan Small Cap Growth Fund (PGSGX) 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 PGSGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PGSGX
PGSGX charges 1.24% annually. There are 115 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 | PGSGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | PGSGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | PGSGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | PGSGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | PGSGX vs VISGX |
Best Risk-Adjusted Alternatives to PGSGX
PGSGX has a PortfoliosLab risk / return rank of 43. There are 79 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | PGSGX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | PGSGX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | PGSGX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | PGSGX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | PGSGX vs NEAIX |
Top Performing PGSGX Alternatives (YTD)
PGSGX is at 24.06% YTD. There are 35 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | PGSGX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | PGSGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | PGSGX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | PGSGX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | PGSGX vs OBMCX |
Lowest Volatility Alternatives to PGSGX
PGSGX has 22.99% 1-year volatility. There are 113 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | PGSGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | PGSGX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | PGSGX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | PGSGX vs NBGNX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | PGSGX vs ETMGX |
Lowest Drawdown Alternatives to PGSGX
PGSGX has a 1-year max drawdown of -14.33%. There are 106 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 | PGSGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | PGSGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | PGSGX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | PGSGX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | PGSGX vs RFIMX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 13 | 5.06% | — | Nov 2010 | PGSGX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 4.91% | — | Feb 1992 | PGSGX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 12 | 4.78% | — | Feb 1994 | PGSGX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 18 | 3.00% | — | Aug 2018 | PGSGX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 82 | 15.35% | — | Jul 1987 | PGSGX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 15 | -0.75% | — | Dec 2013 | PGSGX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 86 | 1.48% | — | Jun 2014 | PGSGX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 23 | 6.03% | — | Sep 1993 | PGSGX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 17 | 2.94% | — | Aug 2018 | PGSGX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 13 | 4.07% | — | Oct 1999 | PGSGX vs VHIAX |
Often Compared With PGSGX
Investors most often compare PGSGX with IWM, SPY, VOO. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare PGSGX with Any Fund or Stock
Compare PGSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PGSGX with funds that move differently
JPMorgan Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PGSGX.
Explore PGSGX Diversifiers