Brown Capital Management Small Company Fund Institutional Shares (BCSSX) 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 BCSSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BCSSX
BCSSX charges 1.12% annually. There are 90 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 | BCSSX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 42.80B | May 2000 | BCSSX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 42.80B | Sep 2011 | BCSSX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | BCSSX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | BCSSX vs VISGX |
Best Risk-Adjusted Alternatives to BCSSX
BCSSX has a PortfoliosLab risk / return rank of 2. There are 157 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 | BCSSX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | BCSSX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 94 | — | Dec 2016 | BCSSX vs NEAIX | |
| Needham Aggressive Growth Fund | 94 | — | Sep 2001 | BCSSX vs NEAGX | |
| Oberweis Micro Cap Fund | 90 | — | Dec 1995 | BCSSX vs OBMCX |
Top Performing BCSSX Alternatives (YTD)
BCSSX is at -4.40% YTD. There are 157 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 82.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 82.25% | — | Dec 2016 | BCSSX vs NESIX | |
| Needham Small Cap Growth Fund | 81.77% | — | May 2002 | BCSSX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 59.81% | — | Dec 2016 | BCSSX vs NEAIX | |
| Needham Aggressive Growth Fund | 59.55% | — | Sep 2001 | BCSSX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.67% | — | Dec 1995 | BCSSX vs OBMCX |
Lowest Volatility Alternatives to BCSSX
BCSSX has 22.43% 1-year volatility. There are 117 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.15% | — | Nov 1995 | BCSSX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.15% | — | Jul 2011 | BCSSX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.04% | — | Sep 1988 | BCSSX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.04% | — | Jul 1999 | BCSSX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.05% | — | Jan 1997 | BCSSX vs ETEGX |
Lowest Drawdown Alternatives to BCSSX
BCSSX has a 1-year max drawdown of -26.75%. There are 156 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 | BCSSX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | BCSSX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | BCSSX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | BCSSX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | BCSSX vs RFIMX |
Other Mutual Funds from Brown Capital Management
The 2 most viewed Brown Capital Management mutual funds shown here include BCSVX, BCIIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brown Capital Management International Small Compa... | Foreign Small & Mid Cap Equities | 1 | -9.88% | — | Sep 2015 | BCSSX vs BCSVX | |
| Brown Capital Management International Equity Fund | Foreign Large Cap Equities | 1 | -8.25% | — | May 1999 | BCSSX vs BCIIX |
Often Compared With BCSSX
Investors most often compare BCSSX with CTSIX, DMCRX, PXQSX. These 15 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare BCSSX with Any Fund or Stock
Compare BCSSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BCSSX with funds that move differently
Brown Capital Management Small Company Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BCSSX.
Explore BCSSX Diversifiers