FAM Small Cap Fund (FAMFX) 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 FAMFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FAMFX
FAMFX charges 1.27% annually. There are 127 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 | FAMFX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | FAMFX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | FAMFX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | FAMFX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | FAMFX vs VISGX |
Best Risk-Adjusted Alternatives to FAMFX
FAMFX has a PortfoliosLab risk / return rank of 1. There are 163 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 | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | FAMFX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | FAMFX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | FAMFX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | FAMFX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | FAMFX vs NEAIX |
Top Performing FAMFX Alternatives (YTD)
FAMFX is at -1.15% YTD. There are 161 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | FAMFX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | FAMFX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | FAMFX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | FAMFX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | FAMFX vs OBMCX |
Lowest Volatility Alternatives to FAMFX
FAMFX has 17.66% 1-year volatility. There are 22 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | FAMFX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | FAMFX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | FAMFX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | FAMFX vs NBGNX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | FAMFX vs ETMGX |
Lowest Drawdown Alternatives to FAMFX
FAMFX has a 1-year max drawdown of -21.70%. 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 | FAMFX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | FAMFX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | FAMFX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | FAMFX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | FAMFX vs RFIMX |
Other Mutual Funds from FAM
The 2 most viewed FAM mutual funds shown here include FAMEX, FAMVX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| FAM Dividend Focus Fund | Mid Cap Blend Equities | 2 | 3.03% | — | Apr 1996 | FAMFX vs FAMEX | |
| FAM Value Fund | Mid Cap Growth Equities | 10 | 8.18% | — | Jan 1987 | FAMFX vs FAMVX |
Often Compared With FAMFX
Investors most often compare FAMFX with IWM, VOO, SSCPX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FAMFX with Any Fund or Stock
Compare FAMFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FAMFX with funds that move differently
FAM Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FAMFX.
Explore FAMFX Diversifiers