Fuller & Thaler Behavioral Micro-Cap Equity Fund (FTMSX) 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 FTMSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTMSX
FTMSX charges 2.30% annually. There are 169 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 | FTMSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | FTMSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | FTMSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | FTMSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | FTMSX vs VSMAX |
Best Risk-Adjusted Alternatives to FTMSX
FTMSX has a PortfoliosLab risk / return rank of 43. There are 123 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 | FTMSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | FTMSX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | FTMSX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | FTMSX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | FTMSX vs GQSCX |
Top Performing FTMSX Alternatives (YTD)
FTMSX is at 31.22% YTD. There are 4 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 | FTMSX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | FTMSX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | FTMSX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | FTMSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 31.11% | — | Apr 1997 | FTMSX vs WESCX |
Lowest Volatility Alternatives to FTMSX
FTMSX has 25.86% 1-year volatility. There are 172 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 | FTMSX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | FTMSX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | FTMSX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | FTMSX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | FTMSX vs BOSOX |
Lowest Drawdown Alternatives to FTMSX
FTMSX has a 1-year max drawdown of -17.52%. There are 173 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 | FTMSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | FTMSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | FTMSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | FTMSX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | FTMSX vs SSCDX |
Other Mutual Funds from Fuller & Thaler Asset Mgmt
The 7 most viewed Fuller & Thaler Asset Mgmt mutual funds shown here include FTHNX, FTXNX, FTZIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fuller & Thaler Behavioral Small-Cap Equity Fund | Small Cap Blend Equities | 55 | 14.93% | — | Sep 2011 | FTMSX vs FTHNX | |
| Fuller & Thaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 80 | 33.76% | — | Dec 2017 | FTMSX vs FTXNX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | Large Cap Blend Equities | 87 | 22.24% | — | Dec 2018 | FTMSX vs FTZIX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | Mid Cap Blend Equities | 59 | 17.89% | — | Dec 2018 | FTMSX vs FTSIX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | Small Cap Blend Equities | 57 | 15.08% | — | Sep 2011 | FTMSX vs FTHSX | |
| FullerThaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 81 | 33.94% | — | Dec 2017 | FTMSX vs FTXSX | |
| Fuller & Thaler Behavioral Mid-Cap Value Fund | Mid Cap Value Equities | 3 | 6.40% | — | Dec 2017 | FTMSX vs FTVNX |
Often Compared With FTMSX
Investors most often compare FTMSX with IWC, CAMSX, LMSIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FTMSX with Any Fund or Stock
Compare FTMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTMSX with funds that move differently
Fuller & Thaler Behavioral Micro-Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTMSX.
Explore FTMSX Diversifiers