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 108 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% | 182.70B | 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% | 7.67B | 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 66. There are 59 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | BIAUX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | BIAUX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | BIAUX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | BIAUX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | BIAUX vs GQSCX |
Top Performing BIAUX Alternatives (YTD)
BIAUX is at 20.21% YTD. There are 88 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | BIAUX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | BIAUX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | BIAUX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | BIAUX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | BIAUX vs FTMSX |
Lowest Volatility Alternatives to BIAUX
BIAUX has 16.86% 1-year volatility. There are 27 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | BIAUX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | BIAUX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | BIAUX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | BIAUX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | BIAUX vs BOSOX |
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% | 2.90B | Apr 2006 | BIAUX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | BIAUX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | BIAUX vs SSCDX |
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 | 5 | 6.06% | — | Jun 2012 | BIAUX vs BAFWX | |
| Brown Advisory Sustainable Growth Fund | Large Cap Growth Equities | 5 | 5.99% | — | Jun 2012 | BIAUX vs BIAWX | |
| Brown Advisory Tax Exempt Bond Fund | Municipal Bonds | 77 | 1.55% | — | Jun 2012 | BIAUX vs BIAEX | |
| Brown Advisory - WMC Strategic European Equity Fun... | Europe Equities | 7 | 0.45% | — | Oct 2013 | BIAUX vs BIAHX | |
| Brown Advisory Flexible Equity Fund | Large Cap Growth Equities | 15 | 7.68% | — | Nov 2006 | BIAUX vs BIAFX | |
| Brown Advisory Growth Equity Fund | Large Cap Growth Equities | 5 | 10.56% | — | Jun 1999 | BIAUX vs BIAGX | |
| Brown Advisory Small-Cap Growth Fund | Small Cap Growth Equities | 26 | 16.97% | — | Jun 1999 | BIAUX vs BIASX | |
| Brown Advisory Tax-Exempt Sustainable Bond Fund | Municipal Bonds | 74 | 1.39% | — | Dec 2019 | BIAUX vs BITEX | |
| Brown Advisory Mid-Cap Growth Fund | Mid Cap Growth Equities | — | — | — | Jul 2018 | BIAUX vs BAFMX | |
| Brown Advisory - Beutel Goodman Large-Cap Value Fu... | Large Cap Value Equities | 33 | 12.61% | — | Feb 2018 | BIAUX vs BVALX |
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