Delaware Ivy Small Cap Growth Fund (WRGCX) Alternatives
Delaware Ivy Small Cap Growth Fund (WRGCX) 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 WRGCX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to WRGCX
WRGCX charges 1.89% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among WRGCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | WRGCX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | WRGCX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | WRGCX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | WRGCX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | WRGCX vs VISGX |
Best Risk-Adjusted Alternatives to WRGCX
Among mutual funds in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | WRGCX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | WRGCX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | WRGCX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | WRGCX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | WRGCX vs HRSMX |
Top Performing WRGCX Alternatives (YTD)
WRGCX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | WRGCX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | WRGCX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | WRGCX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | WRGCX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | WRGCX vs OBMCX |
Lowest Volatility Alternatives to WRGCX
WRGCX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | WRGCX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | WRGCX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | WRGCX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | WRGCX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | WRGCX vs ETEGX |
Lowest Drawdown Alternatives to WRGCX
WRGCX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | WRGCX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | WRGCX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | WRGCX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | WRGCX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | WRGCX vs CTSIX |
Other Mutual Funds from Ivy Funds
Most popular Ivy Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Delaware Ivy Science and Technology Fund | Technology Equities | 71 | -6.70% | Jul 30, 1997 | WRGCX vs WSTCX | |
| Delaware Ivy Asset Strategy Fund | Global Allocation | 36 | -4.73% | Apr 19, 1995 | WRGCX vs WASCX | |
| Delaware Ivy High Income Fund | High Yield Bonds | 41 | -2.61% | Jul 31, 1997 | WRGCX vs WRHIX | |
| Delaware Ivy Core Equity Fund | Large Cap Blend Equities | 20 | -8.20% | Sep 21, 1992 | WRGCX vs WTRCX | |
| Delaware Ivy Energy Fund | Energy Equities | 96 | 12.70% | Apr 2, 2006 | WRGCX vs IEYYX | |
| Delaware Ivy Global Bond Fund | Global Bonds | 63 | -0.52% | Apr 3, 2008 | WRGCX vs IVSIX |
Often Compared With WRGCX
What investors most often compare with WRGCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Aegis Value Fund | Small Cap Value Equities | 98 | 13.53% | May 15, 1998 | WRGCX vs AVALX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | WRGCX vs FSELX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | WRGCX vs PNSAX | |
| Federated Hermes MDT Small Cap Growth Fund | Small Cap Growth Equities | 46 | -7.16% | Sep 15, 2005 | WRGCX vs QISGX |
Compare WRGCX with Any Fund or Stock
Compare WRGCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.