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% | 47.00B | May 2000 | PSGIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | 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 57. There are 36 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 | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | PSGIX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 83 | — | Dec 2016 | PSGIX vs NESIX | |
| Needham Small Cap Growth Fund | 82 | — | May 2002 | PSGIX vs NESGX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | PSGIX vs ORIGX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | 77 | — | Feb 2004 | PSGIX vs RYWCX |
Top Performing PSGIX Alternatives (YTD)
PSGIX is at 16.82% YTD. There are 60 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 56.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 56.00% | — | Dec 2016 | PSGIX vs NESIX | |
| Needham Small Cap Growth Fund | 55.46% | — | May 2002 | PSGIX vs NESGX | |
| Oberweis Micro Cap Fund | 35.75% | — | Dec 1995 | PSGIX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 33.50% | — | Dec 2016 | PSGIX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 33.20% | — | Sep 2001 | PSGIX vs NEAGX |
Lowest Volatility Alternatives to PSGIX
PSGIX has 22.64% 1-year volatility. There are 103 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.57% | — | Nov 1995 | PSGIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.38% | — | Jul 2011 | PSGIX vs CMCIX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | PSGIX vs NBGIX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | PSGIX vs NBGNX | |
| Eaton Vance Small-Cap Fund | 16.33% | — | Jan 1997 | PSGIX vs ETEGX |
Lowest Drawdown Alternatives to PSGIX
PSGIX has a 1-year max drawdown of -13.74%. There are 84 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 Fund | -8.60% | — | Nov 1995 | PSGIX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | PSGIX vs SGPIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
Often Compared With PSGIX
Investors most often compare PSGIX with MASKX, NINLX, VKSIX. These 20 comparison targets span 12 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