Victory RS Small Cap Growth Fund (RSEGX) 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 RSEGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RSEGX
RSEGX charges 1.40% annually. There are 139 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 | RSEGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | RSEGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | RSEGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | RSEGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | RSEGX vs VISGX |
Best Risk-Adjusted Alternatives to RSEGX
RSEGX has a PortfoliosLab risk / return rank of 49. There are 67 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | RSEGX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 89 | — | Dec 2016 | RSEGX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | RSEGX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 87 | — | Nov 2013 | RSEGX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | — | Dec 1995 | RSEGX vs OBMCX |
Top Performing RSEGX Alternatives (YTD)
RSEGX is at 23.00% YTD. There are 42 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 65.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 65.50% | — | Dec 2016 | RSEGX vs NESIX | |
| Needham Small Cap Growth Fund | 64.97% | — | May 2002 | RSEGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 44.90% | — | Dec 2016 | RSEGX vs NEAIX | |
| Needham Aggressive Growth Fund | 44.61% | — | Sep 2001 | RSEGX vs NEAGX | |
| Oberweis Micro Cap Fund | 42.82% | — | Dec 1995 | RSEGX vs OBMCX |
Lowest Volatility Alternatives to RSEGX
RSEGX has 22.25% 1-year volatility. There are 100 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.64% | — | Nov 1995 | RSEGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.34% | — | Jul 2011 | RSEGX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | RSEGX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | RSEGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | RSEGX vs NBGIX |
Lowest Drawdown Alternatives to RSEGX
RSEGX has a 1-year max drawdown of -15.15%. There are 121 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 | RSEGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | RSEGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | RSEGX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | RSEGX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | RSEGX vs RFIMX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Nasdaq-100, Large Cap Growth Equities | 51 | 16.98% | — | Oct 2000 | RSEGX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 66 | 11.41% | — | May 1996 | RSEGX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 3.73% | — | Jan 2023 | RSEGX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 14 | 6.28% | — | Oct 1981 | RSEGX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 94 | 29.57% | — | Nov 1995 | RSEGX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 19 | -13.72% | — | Aug 1984 | RSEGX vs USAGX | |
| USAA Growth Fund | Large Cap Growth Equities | 10 | 1.87% | — | Apr 1971 | RSEGX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 78 | 8.91% | — | Aug 1984 | RSEGX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 84 | 6.87% | — | Jan 1989 | RSEGX vs USBLX | |
| USAA High Income Fund | High Yield Bonds | 78 | 1.81% | — | Aug 1999 | RSEGX vs USHYX |
Often Compared With RSEGX
Investors most often compare RSEGX with BFOCX, QISGX, SSCPX. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare RSEGX with Any Fund or Stock
Compare RSEGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RSEGX with funds that move differently
Victory RS Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RSEGX.
Explore RSEGX Diversifiers