Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) Alternatives
Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX) 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 FTXNX. 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 FTXNX
FTXNX charges 1.44% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among FTXNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | FTXNX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | FTXNX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | FTXNX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | FTXNX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | FTXNX vs VISGX |
Best Risk-Adjusted Alternatives to FTXNX
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 | FTXNX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | FTXNX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | FTXNX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | FTXNX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | FTXNX vs HRSMX |
Top Performing FTXNX Alternatives (YTD)
FTXNX 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 | FTXNX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | FTXNX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | FTXNX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | FTXNX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | FTXNX vs OBMCX |
Lowest Volatility Alternatives to FTXNX
FTXNX 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 | FTXNX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | FTXNX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | FTXNX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | FTXNX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | FTXNX vs ETEGX |
Lowest Drawdown Alternatives to FTXNX
FTXNX 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 | FTXNX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | FTXNX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | FTXNX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | FTXNX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | FTXNX vs CTSIX |
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 | FTXNX vs FTHNX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | Large Cap Blend Equities | 81 | 1.20% | Dec 26, 2018 | FTXNX vs FTZIX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | Mid Cap Blend Equities | 39 | 3.61% | Dec 26, 2018 | FTXNX vs FTSIX | |
| Fuller & Thaler Behavioral Mid-Cap Value Fund | Mid Cap Value Equities | 5 | -1.81% | Dec 21, 2017 | FTXNX vs FTVNX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | Small Cap Blend Equities | 24 | -3.53% | Dec 28, 2018 | FTXNX vs FTMSX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | Small Cap Blend Equities | 52 | -1.76% | Sep 8, 2011 | FTXNX vs FTHSX | |
| FullerThaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 49 | -3.31% | Dec 21, 2017 | FTXNX vs FTXSX |
Often Compared With FTXNX
What investors most often compare with FTXNX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Congress Small Cap Growth Fund | Small Cap Growth Equities | 26 | -4.16% | Dec 9, 1999 | FTXNX vs CSMCX | |
| Fidelity Small Cap Growth Fund | Small Cap Growth Equities | 36 | -5.49% | Nov 3, 2004 | FTXNX vs FCPGX | |
| Invesco S&P MidCap Momentum ETF | Mid Cap Growth Equities | 80 | 4.93% | Mar 3, 2005 | FTXNX vs XMMO | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FTXNX vs FSPGX | |
| VanEck Semiconductor ETF | Semiconductors, Technology Equities | 95 | 6.46% | Dec 20, 2011 | FTXNX vs SMH | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | FTXNX vs VOO | |
| Vanguard Mega Cap Growth ETF | Large Cap Growth Equities | 51 | -10.90% | Dec 17, 2007 | FTXNX vs MGK | |
| Fidelity Small Cap Index Fund | Small Cap Blend Equities | 50 | -2.46% | Sep 8, 2011 | FTXNX vs FSSNX | |
| iShares MSCI USA Small-Cap Multifactor ETF | Small Cap Blend Equities | 63 | 1.08% | Apr 28, 2015 | FTXNX vs SMLF | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | FTXNX vs PNSAX |
Compare FTXNX with Any Fund or Stock
Compare FTXNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.