BlackRock Advantage Small Cap Growth Fund (PSGIX) 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 PSGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PSGIX
PSGIX charges 0.50% annually. There are 8 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 | PSGIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 42.80B | May 2000 | PSGIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 42.80B | Sep 2011 | PSGIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | PSGIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | PSGIX vs VISGX |
Best Risk-Adjusted Alternatives to PSGIX
PSGIX has a PortfoliosLab risk / return rank of 55. There are 34 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 | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | PSGIX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | PSGIX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 94 | — | Dec 2016 | PSGIX vs NEAIX | |
| Needham Aggressive Growth Fund | 94 | — | Sep 2001 | PSGIX vs NEAGX | |
| Oberweis Micro Cap Fund | 90 | — | Dec 1995 | PSGIX vs OBMCX |
Top Performing PSGIX Alternatives (YTD)
PSGIX is at 20.50% YTD. There are 33 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 82.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 82.25% | — | Dec 2016 | PSGIX vs NESIX | |
| Needham Small Cap Growth Fund | 81.77% | — | May 2002 | PSGIX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 59.81% | — | Dec 2016 | PSGIX vs NEAIX | |
| Needham Aggressive Growth Fund | 59.55% | — | Sep 2001 | PSGIX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.67% | — | Dec 1995 | PSGIX vs OBMCX |
Lowest Volatility Alternatives to PSGIX
PSGIX has 21.39% 1-year volatility. There are 106 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.15% | — | Nov 1995 | PSGIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.15% | — | Jul 2011 | PSGIX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.04% | — | Sep 1988 | PSGIX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.04% | — | Jul 1999 | PSGIX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.05% | — | Jan 1997 | PSGIX vs ETEGX |
Lowest Drawdown Alternatives to PSGIX
PSGIX has a 1-year max drawdown of -13.74%. There are 95 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 | PSGIX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | PSGIX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | PSGIX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | PSGIX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | PSGIX vs RFIMX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | PSGIX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | PSGIX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | PSGIX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | PSGIX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | PSGIX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | PSGIX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | PSGIX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | PSGIX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | PSGIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | PSGIX vs ASFYX |
Often Compared With PSGIX
Investors most often compare PSGIX with MASKX, NINLX, VKSIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare PSGIX with Any Fund or Stock
Compare PSGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PSGIX with funds that move differently
BlackRock Advantage Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PSGIX.
Explore PSGIX Diversifiers