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 a closer substitute for your current allocation.
Cheapest Alternatives to WRGCX
WRGCX charges 1.89% annually. There are 160 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 | WRGCX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | WRGCX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | WRGCX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | WRGCX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | WRGCX vs VISGX |
Best Risk-Adjusted Alternatives to WRGCX
WRGCX has a PortfoliosLab risk / return rank of 48. There are 62 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 | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | WRGCX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | WRGCX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | WRGCX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | WRGCX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | WRGCX vs NEAIX |
Top Performing WRGCX Alternatives (YTD)
WRGCX is at 18.90% YTD. There are 76 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | WRGCX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | WRGCX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | WRGCX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | WRGCX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | WRGCX vs OBMCX |
Lowest Volatility Alternatives to WRGCX
WRGCX has 20.67% 1-year volatility. There are 69 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | WRGCX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | WRGCX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | WRGCX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | WRGCX vs NBGNX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | WRGCX vs ETMGX |
Lowest Drawdown Alternatives to WRGCX
WRGCX has a 1-year max drawdown of -12.25%. There are 49 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 | WRGCX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | WRGCX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | WRGCX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | WRGCX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | WRGCX vs RFIMX |
Other Mutual Funds from Ivy Funds
The 6 most viewed Ivy Funds mutual funds shown here include WSTCX, IEYYX, WTRCX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Ivy Science and Technology Fund | Technology Equities | 80 | 39.45% | — | Jul 1997 | WRGCX vs WSTCX | |
| Delaware Ivy Energy Fund | Energy Equities | 88 | 15.15% | — | Apr 2006 | WRGCX vs IEYYX | |
| Delaware Ivy Core Equity Fund | Large Cap Blend Equities | 29 | 10.77% | — | Sep 1992 | WRGCX vs WTRCX | |
| Delaware Ivy Asset Strategy Fund | Global Allocation | 27 | 6.53% | — | Apr 1995 | WRGCX vs WASCX | |
| Delaware Ivy Global Bond Fund | Global Bonds | 24 | 0.77% | — | Apr 2008 | WRGCX vs IVSIX | |
| Delaware Ivy High Income Fund | High Yield Bonds | 7 | -1.29% | — | Jul 1997 | WRGCX vs WRHIX |
Often Compared With WRGCX
Investors most often compare WRGCX with QISGX, AVALX, FSELX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare WRGCX with Any Fund or Stock
Compare WRGCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WRGCX with funds that move differently
Delaware Ivy Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WRGCX.
Explore WRGCX Diversifiers