FullerThaler Behavioral Small-Cap Growth Fund Class R6 (FTXFX) 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 FTXFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTXFX
FTXFX charges 0.93% annually. There are 43 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 | FTXFX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 42.80B | May 2000 | FTXFX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 42.80B | Sep 2011 | FTXFX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | FTXFX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | FTXFX vs VISGX |
Best Risk-Adjusted Alternatives to FTXFX
FTXFX has a PortfoliosLab risk / return rank of 77. There are 13 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 | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 95 | — | Dec 2016 | FTXFX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | FTXFX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 94 | — | Dec 2016 | FTXFX vs NEAIX | |
| Needham Aggressive Growth Fund | 94 | — | Sep 2001 | FTXFX vs NEAGX | |
| Oberweis Micro Cap Fund | 90 | — | Dec 1995 | FTXFX vs OBMCX |
Top Performing FTXFX Alternatives (YTD)
FTXFX is at 35.63% YTD. There are 7 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 82.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 82.25% | — | Dec 2016 | FTXFX vs NESIX | |
| Needham Small Cap Growth Fund | 81.77% | — | May 2002 | FTXFX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 59.81% | — | Dec 2016 | FTXFX vs NEAIX | |
| Needham Aggressive Growth Fund | 59.55% | — | Sep 2001 | FTXFX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.67% | — | Dec 1995 | FTXFX vs OBMCX |
Lowest Volatility Alternatives to FTXFX
FTXFX has 26.10% 1-year volatility. There are 151 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.15% | — | Nov 1995 | FTXFX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.15% | — | Jul 2011 | FTXFX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.04% | — | Sep 1988 | FTXFX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.04% | — | Jul 1999 | FTXFX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.05% | — | Jan 1997 | FTXFX vs ETEGX |
Lowest Drawdown Alternatives to FTXFX
FTXFX has a 1-year max drawdown of -12.37%. There are 51 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 | FTXFX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | FTXFX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | FTXFX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | FTXFX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | FTXFX vs RFIMX |
Other Mutual Funds from FullerThaler
The 1 most viewed FullerThaler mutual funds shown here include FTHMX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | Mid Cap Blend Equities | 72 | 14.83% | — | Oct 2023 | FTXFX vs FTHMX |
Often Compared With FTXFX
Investors most often compare FTXFX with DUSA, HRSMX, JGMNX. These 5 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Davis Select U.S. Equity ETF | Large Cap Blend Equities | 63 | 7.71% | 861.88M | Jan 2017 | FTXFX vs DUSA | |
| Hood River Small-Cap Growth Fund | Small Cap Growth Equities | 88 | 37.34% | — | Jan 2003 | FTXFX vs HRSMX | |
| Janus Henderson Triton Fund Class N | Small Cap Growth Equities | 37 | 11.47% | — | May 2012 | FTXFX vs JGMNX | |
| Janus Henderson Triton Fund | Small Cap Growth Equities | 37 | 11.41% | — | Feb 2005 | FTXFX vs JANIX | |
| Janus Henderson Triton Fund Class T | Small Cap Growth Equities | 37 | 11.37% | — | Feb 2005 | FTXFX vs JATTX |
Compare FTXFX with Any Fund or Stock
Compare FTXFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTXFX with funds that move differently
FullerThaler Behavioral Small-Cap Growth Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTXFX.
Explore FTXFX Diversifiers