Brown Advisory Small-Cap Growth Fund (BIASX) 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 BIASX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BIASX
BIASX charges 1.11% annually. There are 85 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 | BIASX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 42.80B | May 2000 | BIASX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 42.80B | Sep 2011 | BIASX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | BIASX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | BIASX vs VISGX |
Best Risk-Adjusted Alternatives to BIASX
BIASX has a PortfoliosLab risk / return rank of 18. There are 125 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 | BIASX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | BIASX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 94 | — | Dec 2016 | BIASX vs NEAIX | |
| Needham Aggressive Growth Fund | 94 | — | Sep 2001 | BIASX vs NEAGX | |
| Oberweis Micro Cap Fund | 90 | — | Dec 1995 | BIASX vs OBMCX |
Top Performing BIASX Alternatives (YTD)
BIASX is at 10.70% YTD. There are 114 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 | BIASX vs NESIX | |
| Needham Small Cap Growth Fund | 81.77% | — | May 2002 | BIASX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 59.81% | — | Dec 2016 | BIASX vs NEAIX | |
| Needham Aggressive Growth Fund | 59.55% | — | Sep 2001 | BIASX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.67% | — | Dec 1995 | BIASX vs OBMCX |
Lowest Volatility Alternatives to BIASX
BIASX has 17.07% 1-year volatility. There are 20 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 | BIASX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.15% | — | Jul 2011 | BIASX vs CMCIX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.04% | — | Jul 1999 | BIASX vs NBGIX | |
| Neuberger Berman Genesis Fund | 16.04% | — | Sep 1988 | BIASX vs NBGNX | |
| Eaton Vance Small-Cap Fund | 16.05% | — | Jan 1997 | BIASX vs ETEGX |
Lowest Drawdown Alternatives to BIASX
BIASX has a 1-year max drawdown of -10.93%. There are 25 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 | BIASX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | BIASX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | BIASX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | BIASX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | BIASX vs RFIMX |
Other Mutual Funds from Brown Advisory Funds
The 10 most viewed Brown Advisory Funds mutual funds shown here include BAFWX, BIAWX, BIAEX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brown Advisory Sustainable Growth Fund Institution... | Large Cap Growth Equities | 7 | 7.08% | — | Jun 2012 | BIASX vs BAFWX | |
| Brown Advisory Sustainable Growth Fund | Large Cap Growth Equities | 7 | 7.00% | — | Jun 2012 | BIASX vs BIAWX | |
| Brown Advisory Tax Exempt Bond Fund | Municipal Bonds | 75 | 1.66% | — | Jun 2012 | BIASX vs BIAEX | |
| Brown Advisory - WMC Strategic European Equity Fun... | Europe Equities | 9 | 0.84% | — | Oct 2013 | BIASX vs BIAHX | |
| Brown Advisory Flexible Equity Fund | Large Cap Growth Equities | 14 | 5.43% | — | Nov 2006 | BIASX vs BIAFX | |
| Brown Advisory Growth Equity Fund | Large Cap Growth Equities | 6 | 11.00% | — | Jun 1999 | BIASX vs BIAGX | |
| Brown Advisory Mid-Cap Growth Fund | Mid Cap Growth Equities | — | — | — | Jul 2018 | BIASX vs BAFMX | |
| Brown Advisory Tax-Exempt Sustainable Bond Fund | Municipal Bonds | 70 | 1.44% | — | Dec 2019 | BIASX vs BITEX | |
| Brown Advisory - Beutel Goodman Large-Cap Value Fu... | Large Cap Value Equities | 21 | 7.79% | — | Feb 2018 | BIASX vs BVALX | |
| Brown Advisory Small-Cap Fundamental Value Fund | Small Cap Blend Equities | 52 | 12.97% | — | Dec 2008 | BIASX vs BIAUX |
Often Compared With BIASX
Investors most often compare BIASX with PXQSX, VOO, DMCRX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare BIASX with Any Fund or Stock
Compare BIASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BIASX with funds that move differently
Brown Advisory Small-Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BIASX.
Explore BIASX Diversifiers