WRGCX Alternatives & Similar Mutual Funds

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
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	WRGCX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	45.50B	May 2000	WRGCX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	45.50B	Sep 2011	WRGCX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	WRGCX vs VRTGX
VISGX	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 46. 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
NESIX	Needham Small Cap Growth Fund Institutional	95	—	Dec 2016	WRGCX vs NESIX
NESGX	Needham Small Cap Growth Fund	95	—	May 2002	WRGCX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	93	—	Dec 2016	WRGCX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	93	—	Sep 2001	WRGCX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	92	—	Dec 1995	WRGCX vs OBMCX

Top Performing WRGCX Alternatives (YTD)

WRGCX is at 18.65% YTD. There are 84 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	83.93%	—	Dec 2016	WRGCX vs NESIX
NESGX	Needham Small Cap Growth Fund	83.39%	—	May 2002	WRGCX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	64.46%	—	Dec 2016	WRGCX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	64.16%	—	Sep 2001	WRGCX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	52.27%	—	Dec 1995	WRGCX vs OBMCX

Lowest Volatility Alternatives to WRGCX

WRGCX has 20.78% 1-year volatility. There are 76 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.

Symbol	Name	Volatility 1Y	AUM	Inception
EMCAX	Empiric 2500 Fund	14.48%	—	Nov 1995	WRGCX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.39%	—	Jul 2011	WRGCX vs CMCIX
ETEGX	Eaton Vance Small-Cap Fund	16.28%	—	Jan 1997	WRGCX vs ETEGX
NBGNX	Neuberger Berman Genesis Fund	16.32%	—	Sep 1988	WRGCX vs NBGNX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	16.32%	—	Jul 1999	WRGCX vs NBGIX

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
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	WRGCX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	WRGCX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	WRGCX vs WMKSX
EMCAX	Empiric 2500 Fund	-8.60%	—	Nov 1995	WRGCX vs EMCAX
RFIMX	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
WSTCX	Delaware Ivy Science and Technology Fund	Technology Equities	87	44.87%	—	Jul 1997	WRGCX vs WSTCX
IEYYX	Delaware Ivy Energy Fund	Energy Equities	93	16.88%	—	Apr 2006	WRGCX vs IEYYX
WTRCX	Delaware Ivy Core Equity Fund	Large Cap Blend Equities	34	9.94%	—	Sep 1992	WRGCX vs WTRCX
WASCX	Delaware Ivy Asset Strategy Fund	Global Allocation	27	5.36%	—	Apr 1995	WRGCX vs WASCX
WRHIX	Delaware Ivy High Income Fund	High Yield Bonds	16	-1.38%	—	Jul 1997	WRGCX vs WRHIX
IVSIX	Delaware Ivy Global Bond Fund	Global Bonds	22	0.81%	—	Apr 2008	WRGCX vs IVSIX

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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
QISGX	Federated Hermes MDT Small Cap Growth Fund	Small Cap Growth Equities	78	23.20%	—	Sep 2005	WRGCX vs QISGX
AVALX	Aegis Value Fund	Small Cap Value Equities	89	14.52%	—	May 1998	WRGCX vs AVALX
FSELX	Fidelity Select Semiconductors Portfolio	Semiconductors, Technology Equities	96	89.12%	—	Jul 1985	WRGCX vs FSELX
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	79	37.63%	—	Mar 2011	WRGCX vs CTSIX
DMCRX	Driehaus Micro Cap Growth Fund	Small Cap Growth Equities	85	29.20%	—	Nov 2013	WRGCX vs DMCRX
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	1	-7.51%	—	May 1987	WRGCX vs NCLEX
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	3	13.17%	—	Mar 2000	WRGCX vs KSCOX
ALFAX	Lord Abbett Alpha Strategy Fund	Small Cap Growth Equities	65	22.34%	—	Mar 1998	WRGCX vs ALFAX
VLEOX	Value Line Small Cap Opportunities Fund	Small Cap Growth Equities	25	10.51%	—	Jun 1993	WRGCX vs VLEOX
PNSAX	Putnam Small Cap Growth Fund	Small Cap Growth Equities	47	27.82%	—	Dec 1997	WRGCX vs PNSAX
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	5	5.78%	—	Jun 2006	WRGCX vs PXQSX
ETMGX	Eaton Vance Tax-Managed Small-Cap Fund	Small Cap Growth Equities	4	5.60%	—	Sep 1997	WRGCX vs ETMGX
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	88	37.89%	—	Jan 2003	WRGCX vs HRSMX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	Small Cap Growth Equities	3	13.05%	—	Dec 2001	WRGCX vs KSOAX
JATTX	Janus Henderson Triton Fund Class T	Small Cap Growth Equities	43	15.03%	—	Feb 2005	WRGCX vs JATTX
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	63	27.15%	—	Sep 1994	WRGCX vs SSCPX
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	44	15.05%	—	Feb 2005	WRGCX vs JANIX
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	89	35.00%	—	Oct 2008	WRGCX vs FGROX
JGMNX	Janus Henderson Triton Fund Class N	Small Cap Growth Equities	44	15.14%	—	May 2012	WRGCX vs JGMNX
HSPGX	Emerald Growth Fund	Small Cap Growth Equities	88	34.80%	—	Oct 1992	WRGCX vs HSPGX

Compare WRGCX with Any Fund or Stock

Compare WRGCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Delaware Ivy Small Cap Growth Fund (WRGCX) Alternatives