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 159 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% | 42.80B | May 2000 | WRGCX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 42.80B | 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 28. There are 104 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 94 | — | Dec 2016 | WRGCX vs NESIX | |
| Needham Aggressive Growth Fund Institutional Class | 94 | — | Dec 2016 | WRGCX vs NEAIX | |
| Needham Small Cap Growth Fund | 94 | — | May 2002 | WRGCX vs NESGX | |
| Needham Aggressive Growth Fund | 94 | — | Sep 2001 | WRGCX vs NEAGX | |
| Oberweis Micro Cap Fund | 90 | — | Dec 1995 | WRGCX vs OBMCX |
Top Performing WRGCX Alternatives (YTD)
WRGCX is at 12.55% YTD. There are 98 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 75.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 75.22% | — | Dec 2016 | WRGCX vs NESIX | |
| Needham Small Cap Growth Fund | 74.77% | — | May 2002 | WRGCX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 59.81% | — | Dec 2016 | WRGCX vs NEAIX | |
| Needham Aggressive Growth Fund | 59.55% | — | Sep 2001 | WRGCX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.67% | — | Dec 1995 | WRGCX vs OBMCX |
Lowest Volatility Alternatives to WRGCX
WRGCX has 20.10% 1-year volatility. There are 78 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 | WRGCX vs UMBHX | |
| Empiric 2500 Fund | 14.17% | — | Nov 1995 | WRGCX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.16% | — | Jul 2011 | WRGCX vs CMCIX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.04% | — | Jul 1999 | WRGCX vs NBGIX | |
| Neuberger Berman Genesis Fund | 16.04% | — | Sep 1988 | WRGCX vs NBGNX |
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 | 87 | 41.37% | — | Jul 1997 | WRGCX vs WSTCX | |
| Delaware Ivy Energy Fund | Energy Equities | 96 | 20.33% | — | Apr 2006 | WRGCX vs IEYYX | |
| Delaware Ivy Core Equity Fund | Large Cap Blend Equities | 32 | 9.12% | — | Sep 1992 | WRGCX vs WTRCX | |
| Delaware Ivy Asset Strategy Fund | Global Allocation | 33 | 6.61% | — | Apr 1995 | WRGCX vs WASCX | |
| Delaware Ivy High Income Fund | High Yield Bonds | 24 | -0.69% | — | Jul 1997 | WRGCX vs WRHIX | |
| Delaware Ivy Global Bond Fund | Global Bonds | 24 | 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.
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