JPMorgan Small Cap Blend Fund (VSCOX) 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 VSCOX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VSCOX
VSCOX charges 1.24% annually. There are 114 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 | VSCOX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 42.80B | May 2000 | VSCOX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 42.80B | Sep 2011 | VSCOX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | VSCOX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | VSCOX vs VISGX |
Best Risk-Adjusted Alternatives to VSCOX
VSCOX has a PortfoliosLab risk / return rank of 37. There are 80 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 | VSCOX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | VSCOX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 94 | — | Dec 2016 | VSCOX vs NEAIX | |
| Needham Aggressive Growth Fund | 94 | — | Sep 2001 | VSCOX vs NEAGX | |
| Oberweis Micro Cap Fund | 90 | — | Dec 1995 | VSCOX vs OBMCX |
Top Performing VSCOX Alternatives (YTD)
VSCOX is at 15.35% YTD. There are 78 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 | VSCOX vs NESIX | |
| Needham Small Cap Growth Fund | 81.77% | — | May 2002 | VSCOX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 59.81% | — | Dec 2016 | VSCOX vs NEAIX | |
| Needham Aggressive Growth Fund | 59.55% | — | Sep 2001 | VSCOX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.67% | — | Dec 1995 | VSCOX vs OBMCX |
Lowest Volatility Alternatives to VSCOX
VSCOX has 17.12% 1-year volatility. There are 22 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 6.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Carillon Scout Small Cap Fund | 6.22% | — | Nov 1986 | VSCOX vs UMBHX | |
| Empiric 2500 Fund | 14.15% | — | Nov 1995 | VSCOX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.15% | — | Jul 2011 | VSCOX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.04% | — | Sep 1988 | VSCOX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.04% | — | Jul 1999 | VSCOX vs NBGIX |
Lowest Drawdown Alternatives to VSCOX
VSCOX has a 1-year max drawdown of -10.33%. There are 16 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 | VSCOX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | VSCOX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | VSCOX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | VSCOX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | VSCOX 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 | 20 | 7.96% | — | Nov 2010 | VSCOX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 19 | 7.85% | — | Feb 1992 | VSCOX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 19 | 7.74% | — | Feb 1992 | VSCOX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income | 12 | -0.05% | — | Aug 2018 | VSCOX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 65 | 10.42% | — | Jul 1987 | VSCOX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 14 | -1.85% | — | Dec 2013 | VSCOX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 80 | 1.35% | — | Jun 2014 | VSCOX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 35 | 6.43% | — | Sep 1993 | VSCOX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 11 | -0.08% | — | Aug 2018 | VSCOX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 24 | 7.71% | — | Oct 1999 | VSCOX vs VHIAX |
Often Compared With VSCOX
Investors most often compare VSCOX with XSVM, VSMAX, DMCRX. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare VSCOX with Any Fund or Stock
Compare VSCOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VSCOX with funds that move differently
JPMorgan Small Cap Blend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSCOX.
Explore VSCOX Diversifiers