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% | 45.50B | May 2000 | PSGIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | 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 58. There are 48 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 | PSGIX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | PSGIX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | PSGIX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | PSGIX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | PSGIX vs NEAIX |
Top Performing PSGIX Alternatives (YTD)
PSGIX is at 20.95% YTD. There are 60 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 | PSGIX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | PSGIX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | PSGIX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | PSGIX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | PSGIX vs OBMCX |
Lowest Volatility Alternatives to PSGIX
PSGIX has 22.31% 1-year volatility. There are 101 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 | PSGIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | PSGIX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | PSGIX vs ETEGX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | PSGIX vs ETMGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | PSGIX vs NBGNX |
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 ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 39 | 15.10% | — | Sep 2021 | PSGIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | PSGIX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | PSGIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | PSGIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | PSGIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | PSGIX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | PSGIX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | PSGIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | PSGIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | PSGIX vs FAMRX |
Often Compared With PSGIX
Investors most often compare PSGIX with MASKX, NINLX, VKSIX. These 20 comparison targets span 10 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