FAM Small Cap Fund (FAMFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FAMFX
FAMFX charges 1.27% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among FAMFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | FAMFX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | FAMFX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | FAMFX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | FAMFX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | FAMFX vs VISGX |
Best Risk-Adjusted Alternatives to FAMFX
Among mutual funds in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | FAMFX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | FAMFX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | FAMFX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | FAMFX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | FAMFX vs HRSMX |
Top Performing FAMFX Alternatives (YTD)
FAMFX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | FAMFX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | FAMFX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | FAMFX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | FAMFX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | FAMFX vs OBMCX |
Lowest Volatility Alternatives to FAMFX
FAMFX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | FAMFX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | FAMFX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | FAMFX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | FAMFX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | FAMFX vs ETEGX |
Lowest Drawdown Alternatives to FAMFX
FAMFX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | FAMFX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | FAMFX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | FAMFX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | FAMFX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | FAMFX vs CTSIX |
Other Mutual Funds from FAM
Most popular FAM mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| FAM Dividend Focus Fund | Mid Cap Blend Equities | 2 | -6.23% | Apr 1, 1996 | FAMFX vs FAMEX | |
| FAM Value Fund | Mid Cap Growth Equities | 8 | -3.79% | Jan 2, 1987 | FAMFX vs FAMVX |
Often Compared With FAMFX
What investors most often compare with FAMFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | FAMFX vs VOO | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 69 | 0.93% | May 22, 2000 | FAMFX vs IWM | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | FAMFX vs SPY | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | FAMFX vs PNSAX |
Compare FAMFX with Any Fund or Stock
Compare FAMFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.