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 86 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% | 47.00B | May 2000 | BIASX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | 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 34. There are 99 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | BIASX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | BIASX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | BIASX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | BIASX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | BIASX vs NESGX |
Top Performing BIASX Alternatives (YTD)
BIASX is at 15.98% YTD. There are 71 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | BIASX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | BIASX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | BIASX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | BIASX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 31.89% | — | Sep 2001 | BIASX vs NEAGX |
Lowest Volatility Alternatives to BIASX
BIASX has 17.58% 1-year volatility. There are 20 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | BIASX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | BIASX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | BIASX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | BIASX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | BIASX vs ETEGX |
Lowest Drawdown Alternatives to BIASX
BIASX has a 1-year max drawdown of -10.93%. There are 23 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 Fund | -8.60% | — | Nov 1995 | BIASX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | BIASX vs SGPIX |
Other Mutual Funds from Brown Advisory
The 10 most viewed Brown Advisory mutual funds shown here include BAFWX, BIAWX, BIAEX and span 6 categories.
Often Compared With BIASX
Investors most often compare BIASX with PXQSX, VOO, NWKDX. These 20 comparison targets span 8 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