FAMFX Alternatives & Similar Mutual Funds

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
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	FAMFX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	45.50B	May 2000	FAMFX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	45.50B	Sep 2011	FAMFX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	FAMFX vs VRTGX
VISGX	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 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	95	—	Dec 2016	FAMFX vs NESIX
NESGX	Needham Small Cap Growth Fund	95	—	May 2002	FAMFX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	93	—	Dec 2016	FAMFX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	93	—	Sep 2001	FAMFX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	92	—	Dec 1995	FAMFX vs OBMCX

Top Performing FAMFX Alternatives (YTD)

FAMFX is at -6.70% YTD. There are 160 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	83.93%	—	Dec 2016	FAMFX vs NESIX
NESGX	Needham Small Cap Growth Fund	83.39%	—	May 2002	FAMFX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	64.46%	—	Dec 2016	FAMFX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	64.16%	—	Sep 2001	FAMFX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	52.27%	—	Dec 1995	FAMFX vs OBMCX

Lowest Volatility Alternatives to FAMFX

FAMFX has 17.59% 1-year volatility. There are 22 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.

Symbol	Name	Volatility 1Y	AUM	Inception
EMCAX	Empiric 2500 Fund	14.48%	—	Nov 1995	FAMFX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.39%	—	Jul 2011	FAMFX vs CMCIX
ETEGX	Eaton Vance Small-Cap Fund	16.28%	—	Jan 1997	FAMFX vs ETEGX
NBGNX	Neuberger Berman Genesis Fund	16.32%	—	Sep 1988	FAMFX vs NBGNX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	16.32%	—	Jul 1999	FAMFX vs NBGIX

Lowest Drawdown Alternatives to FAMFX

FAMFX has a 1-year max drawdown of -22.23%. 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
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	FAMFX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	FAMFX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	FAMFX vs WMKSX
EMCAX	Empiric 2500 Fund	-8.60%	—	Nov 1995	FAMFX vs EMCAX
RFIMX	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
FAMEX	FAM Dividend Focus Fund	Mid Cap Blend Equities	2	2.03%	—	Apr 1996	FAMFX vs FAMEX
FAMVX	FAM Value Fund	Mid Cap Growth Equities	11	6.98%	—	Jan 1987	FAMFX vs FAMVX

Often Compared With FAMFX

Investors most often compare FAMFX with VOO, IWM, SPY. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	FAMFX vs VOO
IWM	iShares Russell 2000 ETF	Small Cap Blend Equities	67	20.47%	81.35B	May 2000	FAMFX vs IWM
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	FAMFX vs SPY
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	63	27.15%	—	Sep 1994	FAMFX vs SSCPX
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	5	5.78%	—	Jun 2006	FAMFX vs PXQSX
ETMGX	Eaton Vance Tax-Managed Small-Cap Fund	Small Cap Growth Equities	4	5.60%	—	Sep 1997	FAMFX vs ETMGX
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	3	13.17%	—	Mar 2000	FAMFX vs KSCOX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	Small Cap Growth Equities	3	13.05%	—	Dec 2001	FAMFX vs KSOAX
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	88	37.89%	—	Jan 2003	FAMFX vs HRSMX
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	89	35.00%	—	Oct 2008	FAMFX vs FGROX
JGMNX	Janus Henderson Triton Fund Class N	Small Cap Growth Equities	44	15.14%	—	May 2012	FAMFX vs JGMNX
DMCRX	Driehaus Micro Cap Growth Fund	Small Cap Growth Equities	85	29.20%	—	Nov 2013	FAMFX vs DMCRX
JATTX	Janus Henderson Triton Fund Class T	Small Cap Growth Equities	43	15.03%	—	Feb 2005	FAMFX vs JATTX
VLEOX	Value Line Small Cap Opportunities Fund	Small Cap Growth Equities	25	10.51%	—	Jun 1993	FAMFX vs VLEOX
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	44	15.05%	—	Feb 2005	FAMFX vs JANIX
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	79	37.63%	—	Mar 2011	FAMFX vs CTSIX
PNSAX	Putnam Small Cap Growth Fund	Small Cap Growth Equities	47	27.82%	—	Dec 1997	FAMFX vs PNSAX
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	1	-7.51%	—	May 1987	FAMFX vs NCLEX
ALFAX	Lord Abbett Alpha Strategy Fund	Small Cap Growth Equities	65	22.34%	—	Mar 1998	FAMFX vs ALFAX
HSPGX	Emerald Growth Fund	Small Cap Growth Equities	88	34.80%	—	Oct 1992	FAMFX vs HSPGX

Compare FAMFX with Any Fund or Stock

Compare FAMFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

FAM Small Cap Fund (FAMFX) Alternatives