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 a closer substitute for your current allocation.
Cheapest Alternatives to FTXSX
FTXSX charges 1.00% annually. There are 62 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 | FTXSX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | FTXSX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | FTXSX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | FTXSX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | FTXSX vs VISGX |
Best Risk-Adjusted Alternatives to FTXSX
FTXSX 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 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | FTXSX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 89 | — | Dec 2016 | FTXSX vs NESIX | |
| Driehaus Micro Cap Growth Fund | 88 | — | Nov 2013 | FTXSX vs DMCRX | |
| Needham Small Cap Growth Fund | 88 | — | May 2002 | FTXSX vs NESGX | |
| Hood River Small-Cap Growth Fund | 85 | — | Jan 2003 | FTXSX vs HRSMX |
Top Performing FTXSX Alternatives (YTD)
FTXSX is at 30.31% YTD. There are 7 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 64.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 64.67% | — | Dec 2016 | FTXSX vs NESIX | |
| Needham Small Cap Growth Fund | 64.14% | — | May 2002 | FTXSX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 45.62% | — | Dec 2016 | FTXSX vs NEAIX | |
| Needham Aggressive Growth Fund | 45.33% | — | Sep 2001 | FTXSX vs NEAGX | |
| Oberweis Micro Cap Fund | 41.71% | — | Dec 1995 | FTXSX vs OBMCX |
Lowest Volatility Alternatives to FTXSX
FTXSX has 28.82% 1-year volatility. There are 149 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.65% | — | Nov 1995 | FTXSX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | FTXSX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.31% | — | Jan 1997 | FTXSX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.34% | — | Sep 1988 | FTXSX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.35% | — | Jul 1999 | FTXSX vs NBGIX |
Lowest Drawdown Alternatives to FTXSX
FTXSX 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 | FTXSX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | FTXSX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | FTXSX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | FTXSX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | FTXSX vs RFIMX |
Other Mutual Funds from Fuller & Thaler Asset Mgmt
The 7 most viewed Fuller & Thaler Asset Mgmt mutual funds shown here include FTHNX, FTXNX, FTZIX 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 | 58 | 14.24% | — | Sep 2011 | FTXSX vs FTHNX | |
| Fuller & Thaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 77 | 30.12% | — | Dec 2017 | FTXSX vs FTXNX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | Large Cap Blend Equities | 87 | 21.47% | — | Dec 2018 | FTXSX vs FTZIX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | Mid Cap Blend Equities | 61 | 17.29% | — | Dec 2018 | FTXSX vs FTSIX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | Small Cap Blend Equities | 60 | 14.41% | — | Sep 2011 | FTXSX vs FTHSX | |
| Fuller & Thaler Behavioral Mid-Cap Value Fund | Mid Cap Value Equities | 4 | 7.22% | — | Dec 2017 | FTXSX vs FTVNX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | Small Cap Blend Equities | 45 | 28.99% | — | Dec 2018 | FTXSX vs FTMSX |
Often Compared With FTXSX
Investors most often compare FTXSX with FXAIX, PXQSX, HSPGX. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FTXSX with Any Fund or Stock
Compare FTXSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTXSX with funds that move differently
FullerThaler Behavioral Small-Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTXSX.
Explore FTXSX Diversifiers