VALIC Company I Small Cap Growth Fund (VVSGX) 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 VVSGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VVSGX
VVSGX charges 0.88% annually. There are 35 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 | VVSGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 42.80B | May 2000 | VVSGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 42.80B | Sep 2011 | VVSGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | VVSGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | VVSGX vs VISGX |
Best Risk-Adjusted Alternatives to VVSGX
VVSGX has a PortfoliosLab risk / return rank of 23. There are 115 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 | VVSGX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | VVSGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 94 | — | Dec 2016 | VVSGX vs NEAIX | |
| Needham Aggressive Growth Fund | 94 | — | Sep 2001 | VVSGX vs NEAGX | |
| Oberweis Micro Cap Fund | 90 | — | Dec 1995 | VVSGX vs OBMCX |
Top Performing VVSGX Alternatives (YTD)
VVSGX is at 11.32% YTD. There are 109 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 | VVSGX vs NESIX | |
| Needham Small Cap Growth Fund | 81.77% | — | May 2002 | VVSGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 59.81% | — | Dec 2016 | VVSGX vs NEAIX | |
| Needham Aggressive Growth Fund | 59.55% | — | Sep 2001 | VVSGX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.67% | — | Dec 1995 | VVSGX vs OBMCX |
Lowest Volatility Alternatives to VVSGX
VVSGX has 19.94% 1-year volatility. There are 74 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 | VVSGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.15% | — | Jul 2011 | VVSGX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.04% | — | Sep 1988 | VVSGX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.04% | — | Jul 1999 | VVSGX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.05% | — | Jan 1997 | VVSGX vs ETEGX |
Lowest Drawdown Alternatives to VVSGX
VVSGX has a 1-year max drawdown of -12.47%. There are 56 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 | VVSGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | VVSGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | VVSGX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | VVSGX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | VVSGX vs RFIMX |
Other Mutual Funds from VALIC
The 10 most viewed VALIC mutual funds shown here include VCNIX, VGLSX, VSTIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| VALIC Company I Nasdaq-100 Index Fund | Large Cap Growth Equities | 77 | 21.53% | — | Oct 2000 | VVSGX vs VCNIX | |
| VALIC Company I Global Strategy Fund | Global Allocation | 88 | 10.41% | — | Dec 2005 | VVSGX vs VGLSX | |
| VALIC Company I Stock Index Fund | Large Cap Blend Equities | 76 | 11.51% | — | Apr 1987 | VVSGX vs VSTIX | |
| VALIC Company I Mid Cap Strategic Growth Fund | Mid Cap Growth Equities | 18 | 10.97% | — | Dec 2004 | VVSGX vs VMSGX | |
| VALIC Company I Science & Technology Fund | Technology Equities | 74 | 37.85% | — | Apr 1994 | VVSGX vs VCSTX | |
| VALIC Company I Growth Fund | Large Cap Growth Equities | 31 | 13.55% | — | Dec 2005 | VVSGX vs VCULX | |
| VALIC Company I Blue Chip Growth Fund | Large Cap Growth Equities | 30 | 6.62% | — | Nov 2000 | VVSGX vs VCBCX | |
| VALIC Company I Systematic Core Fund | Large Cap Blend Equities | 44 | 7.11% | — | Apr 1994 | VVSGX vs VCGAX | |
| VALIC Company I International Equities Index Fund | Foreign Large Cap Equities | 27 | 9.10% | — | Oct 1989 | VVSGX vs VCIEX | |
| VALIC Company I Inflation Protected Fund | Inflation-Protected Bonds | 51 | 2.23% | — | Dec 2004 | VVSGX vs VCTPX |
Often Compared With VVSGX
Investors most often compare VVSGX with DGV.MI, SPY, VCIFX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare VVSGX with Any Fund or Stock
Compare VVSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VVSGX with funds that move differently
VALIC Company I Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VVSGX.
Explore VVSGX Diversifiers