Brown Advisory Small-Cap Fundamental Value Fund (BIAUX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BIAUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BIAUX
BIAUX charges 1.10% annually. There are 109 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | BIAUX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | BIAUX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | BIAUX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | BIAUX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | BIAUX vs TISBX |
Best Risk-Adjusted Alternatives to BIAUX
BIAUX has a PortfoliosLab risk / return rank of 80. There are 50 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | BIAUX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 95 | — | Apr 1997 | BIAUX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 95 | — | Apr 1997 | BIAUX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 92 | — | Dec 1997 | BIAUX vs IPSIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | BIAUX vs RIVSX |
Top Performing BIAUX Alternatives (YTD)
BIAUX is at 21.91% YTD. There are 26 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 34.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 34.02% | — | Dec 2007 | BIAUX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.94% | — | Dec 1991 | BIAUX vs RYOTX | |
| River Oak Discovery Fund | 30.67% | — | Jun 2005 | BIAUX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 29.05% | — | Apr 1997 | BIAUX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.85% | — | Apr 1997 | BIAUX vs WESCX |
Lowest Volatility Alternatives to BIAUX
BIAUX has 16.75% 1-year volatility. There are 25 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.39% | — | Feb 2017 | BIAUX vs CSMDX | |
| DFA International Small Company Portfolio | 14.43% | 16.04B | Sep 1996 | BIAUX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | BIAUX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.89% | — | Sep 2011 | BIAUX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.91% | — | Sep 2011 | BIAUX vs FTHNX |
Lowest Drawdown Alternatives to BIAUX
BIAUX has a 1-year max drawdown of -8.22%. There are 4 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | BIAUX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | BIAUX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | BIAUX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | BIAUX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | BIAUX vs SSCDX |
Other Mutual Funds from Brown Advisory
The 10 most viewed Brown Advisory 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 | 6 | 6.60% | — | Jun 2012 | BIAUX vs BAFWX | |
| Brown Advisory Sustainable Growth Fund | Large Cap Growth Equities | 6 | 6.53% | — | Jun 2012 | BIAUX vs BIAWX | |
| Brown Advisory Tax Exempt Bond Fund | Municipal Bonds | 63 | 0.04% | — | Jun 2012 | BIAUX vs BIAEX | |
| Brown Advisory - WMC Strategic European Equity Fun... | Europe Equities | 21 | 4.03% | — | Oct 2013 | BIAUX vs BIAHX | |
| Brown Advisory Flexible Equity Fund | Large Cap Growth Equities | 21 | 7.99% | — | Nov 2006 | BIAUX vs BIAFX | |
| Brown Advisory Growth Equity Fund | Large Cap Growth Equities | 4 | 7.78% | — | Jun 1999 | BIAUX vs BIAGX | |
| Brown Advisory Small-Cap Growth Fund | Small Cap Growth Equities | 35 | 16.19% | — | Jun 1999 | BIAUX vs BIASX | |
| Brown Advisory Tax-Exempt Sustainable Bond Fund | Municipal Bonds | 64 | 0.17% | — | Dec 2019 | BIAUX vs BITEX | |
| Brown Advisory - Beutel Goodman Large-Cap Value Fu... | Large Cap Value Equities | 60 | 13.78% | — | Feb 2018 | BIAUX vs BVALX | |
| Brown Advisory Mortgage Securities Fund | Government Bonds | 21 | -0.85% | — | Dec 2013 | BIAUX vs BIAZX |
Often Compared With BIAUX
Investors most often compare BIAUX with SKSEX, VSMAX, SLLAX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare BIAUX with Any Fund or Stock
Compare BIAUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BIAUX with funds that move differently
Brown Advisory Small-Cap Fundamental Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BIAUX.
Explore BIAUX Diversifiers