Fuller & Thaler Behavioral Micro-Cap Equity Fund (FTMSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FTMSX
FTMSX charges 2.30% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among FTMSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | FTMSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | FTMSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | FTMSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | FTMSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | FTMSX vs VSMAX |
Best Risk-Adjusted Alternatives to FTMSX
Among mutual funds in the Small Cap Blend 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | FTMSX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | FTMSX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | FTMSX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | FTMSX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | FTMSX vs PRSVX |
Top Performing FTMSX Alternatives (YTD)
FTMSX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | FTMSX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | FTMSX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | FTMSX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | FTMSX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | FTMSX vs RIVSX |
Lowest Volatility Alternatives to FTMSX
FTMSX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | FTMSX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | FTMSX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | FTMSX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | FTMSX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | FTMSX vs CSMDX |
Lowest Drawdown Alternatives to FTMSX
FTMSX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | FTMSX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | FTMSX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | FTMSX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | FTMSX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | FTMSX vs BOSOX |
Other Mutual Funds from Fuller & Thaler Asset Mgmt
Most popular Fuller & Thaler Asset Mgmt mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fuller & Thaler Behavioral Small-Cap Equity Fund | Small Cap Blend Equities | 52 | -1.81% | Sep 8, 2011 | FTMSX vs FTHNX | |
| Fuller & Thaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 51 | -3.39% | Dec 21, 2017 | FTMSX vs FTXNX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | Large Cap Blend Equities | 81 | 1.20% | Dec 26, 2018 | FTMSX vs FTZIX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | Mid Cap Blend Equities | 39 | 3.61% | Dec 26, 2018 | FTMSX vs FTSIX | |
| Fuller & Thaler Behavioral Mid-Cap Value Fund | Mid Cap Value Equities | 5 | -1.81% | Dec 21, 2017 | FTMSX vs FTVNX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | Small Cap Blend Equities | 52 | -1.76% | Sep 8, 2011 | FTMSX vs FTHSX | |
| FullerThaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 49 | -3.31% | Dec 21, 2017 | FTMSX vs FTXSX |
Often Compared With FTMSX
What investors most often compare with FTMSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares Microcap ETF | Small Cap Blend Equities | 87 | 1.36% | Aug 12, 2005 | FTMSX vs IWC | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | FTMSX vs TNVIX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 47 | -2.48% | Oct 1, 2002 | FTMSX vs TISBX |
Compare FTMSX with Any Fund or Stock
Compare FTMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.