FullerThaler Behavioral Small-Cap Growth Fund (FTXSX) Alternatives
FullerThaler Behavioral Small-Cap Growth Fund (FTXSX) 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 FTXSX. 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 FTXSX
FTXSX charges 1.00% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among FTXSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | FTXSX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | FTXSX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | FTXSX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | FTXSX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | FTXSX vs VISGX |
Best Risk-Adjusted Alternatives to FTXSX
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 | FTXSX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | FTXSX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | FTXSX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | FTXSX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | FTXSX vs HRSMX |
Top Performing FTXSX Alternatives (YTD)
FTXSX 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 | FTXSX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | FTXSX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | FTXSX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | FTXSX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | FTXSX vs OBMCX |
Lowest Volatility Alternatives to FTXSX
FTXSX 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 | FTXSX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | FTXSX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | FTXSX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | FTXSX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | FTXSX vs ETEGX |
Lowest Drawdown Alternatives to FTXSX
FTXSX 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 | FTXSX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | FTXSX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | FTXSX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | FTXSX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | FTXSX 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 | FTXSX vs FTHNX | |
| Fuller & Thaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 51 | -3.39% | Dec 21, 2017 | FTXSX vs FTXNX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | Large Cap Blend Equities | 81 | 1.20% | Dec 26, 2018 | FTXSX vs FTZIX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | Mid Cap Blend Equities | 39 | 3.61% | Dec 26, 2018 | FTXSX vs FTSIX | |
| Fuller & Thaler Behavioral Mid-Cap Value Fund | Mid Cap Value Equities | 5 | -1.81% | Dec 21, 2017 | FTXSX vs FTVNX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | Small Cap Blend Equities | 24 | -3.53% | Dec 28, 2018 | FTXSX vs FTMSX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | Small Cap Blend Equities | 52 | -1.76% | Sep 8, 2011 | FTXSX vs FTHSX |
Often Compared With FTXSX
What investors most often compare with FTXSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FTXSX vs FXAIX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | FTXSX vs PNSAX |
Compare FTXSX with Any Fund or Stock
Compare FTXSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.