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 a closer substitute for your current allocation.
Cheapest Alternatives to FTXNX
FTXNX charges 1.44% annually. There are 141 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 | FTXNX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 42.80B | May 2000 | FTXNX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 42.80B | Sep 2011 | FTXNX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | FTXNX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | FTXNX vs VISGX |
Best Risk-Adjusted Alternatives to FTXNX
FTXNX has a PortfoliosLab risk / return rank of 77. There are 14 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 | FTXNX vs NESIX | |
| Needham Small Cap Growth Fund | 95 | — | May 2002 | FTXNX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 94 | — | Dec 2016 | FTXNX vs NEAIX | |
| Needham Aggressive Growth Fund | 94 | — | Sep 2001 | FTXNX vs NEAGX | |
| Oberweis Micro Cap Fund | 90 | — | Dec 1995 | FTXNX vs OBMCX |
Top Performing FTXNX Alternatives (YTD)
FTXNX is at 35.42% YTD. There are 10 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 | FTXNX vs NESIX | |
| Needham Small Cap Growth Fund | 81.77% | — | May 2002 | FTXNX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 59.81% | — | Dec 2016 | FTXNX vs NEAIX | |
| Needham Aggressive Growth Fund | 59.55% | — | Sep 2001 | FTXNX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.67% | — | Dec 1995 | FTXNX vs OBMCX |
Lowest Volatility Alternatives to FTXNX
FTXNX has 26.09% 1-year volatility. There are 150 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 | FTXNX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.15% | — | Jul 2011 | FTXNX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.04% | — | Sep 1988 | FTXNX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.04% | — | Jul 1999 | FTXNX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.05% | — | Jan 1997 | FTXNX vs ETEGX |
Lowest Drawdown Alternatives to FTXNX
FTXNX has a 1-year max drawdown of -12.41%. There are 54 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 | FTXNX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | FTXNX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | FTXNX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | FTXNX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | FTXNX vs RFIMX |
Other Mutual Funds from Fuller & Thaler Asset Mgmt
The 7 most viewed Fuller & Thaler Asset Mgmt mutual funds shown here include FTHNX, FTZIX, FTSIX 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 | 47 | 10.52% | — | Sep 2011 | FTXNX vs FTHNX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | Large Cap Blend Equities | 74 | 14.34% | — | Dec 2018 | FTXNX vs FTZIX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | Mid Cap Blend Equities | 55 | 14.68% | — | Dec 2018 | FTXNX vs FTSIX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | Small Cap Blend Equities | 48 | 10.63% | — | Sep 2011 | FTXNX vs FTHSX | |
| FullerThaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 77 | 35.58% | — | Dec 2017 | FTXNX vs FTXSX | |
| Fuller & Thaler Behavioral Mid-Cap Value Fund | Mid Cap Value Equities | 4 | 1.62% | — | Dec 2017 | FTXNX vs FTVNX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | Small Cap Blend Equities | 36 | 23.39% | — | Dec 2018 | FTXNX vs FTMSX |
Often Compared With FTXNX
Investors most often compare FTXNX with CSMCX, HRSMX, XMMO. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare FTXNX with Any Fund or Stock
Compare FTXNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTXNX with funds that move differently
Fuller & Thaler Behavioral Small-Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTXNX.
Explore FTXNX Diversifiers