Brown Capital Management Small Company Fund (BCSIX) 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 BCSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BCSIX
BCSIX charges 1.25% annually. There are 120 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 | BCSIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | BCSIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | BCSIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | BCSIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | BCSIX vs VISGX |
Best Risk-Adjusted Alternatives to BCSIX
BCSIX has a PortfoliosLab risk / return rank of 2. There are 160 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 | BCSIX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | BCSIX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | — | Dec 2016 | BCSIX vs NEAIX | |
| Needham Aggressive Growth Fund | 93 | — | Sep 2001 | BCSIX vs NEAGX | |
| Oberweis Micro Cap Fund | 91 | — | Dec 1995 | BCSIX vs OBMCX |
Top Performing BCSIX Alternatives (YTD)
BCSIX is at -5.70% YTD. There are 160 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 84.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 84.62% | — | Dec 2016 | BCSIX vs NESIX | |
| Needham Small Cap Growth Fund | 84.13% | — | May 2002 | BCSIX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 62.37% | — | Dec 2016 | BCSIX vs NEAIX | |
| Needham Aggressive Growth Fund | 62.08% | — | Sep 2001 | BCSIX vs NEAGX | |
| Oberweis Micro Cap Fund | 50.06% | — | Dec 1995 | BCSIX vs OBMCX |
Lowest Volatility Alternatives to BCSIX
BCSIX has 22.52% 1-year volatility. There are 114 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.45% | — | Nov 1995 | BCSIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.35% | — | Jul 2011 | BCSIX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.24% | — | Jan 1997 | BCSIX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.29% | — | Sep 1988 | BCSIX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.30% | — | Jul 1999 | BCSIX vs NBGIX |
Lowest Drawdown Alternatives to BCSIX
BCSIX has a 1-year max drawdown of -26.97%. There are 158 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 | BCSIX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | BCSIX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | BCSIX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | BCSIX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | BCSIX vs RFIMX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 34 | 12.06% | — | Sep 2021 | BCSIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 66 | 10.17% | — | Jul 1993 | BCSIX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 95 | 12.96% | — | Dec 2012 | BCSIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 67 | 12.50% | — | May 2011 | BCSIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 12.03% | — | Dec 1991 | BCSIX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 31 | 2.24% | — | Aug 2005 | BCSIX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 60 | 11.24% | — | Jul 2010 | BCSIX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 66 | 43.57% | — | Apr 2000 | BCSIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.59% | — | Oct 2007 | BCSIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 75 | 14.24% | — | Sep 1999 | BCSIX vs FAMRX |
Often Compared With BCSIX
Investors most often compare BCSIX with VBK, SCHD, RWK. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare BCSIX with Any Fund or Stock
Compare BCSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BCSIX with funds that move differently
Brown Capital Management Small Company Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BCSIX.
Explore BCSIX Diversifiers