Neuberger Berman Genesis Fund Institutional Class (NBGIX) 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 NBGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NBGIX
NBGIX charges 0.84% annually. There are 25 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 | NBGIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | NBGIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | NBGIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | NBGIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | NBGIX vs VISGX |
Best Risk-Adjusted Alternatives to NBGIX
NBGIX has a PortfoliosLab risk / return rank of 17. There are 132 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 | NBGIX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | NBGIX vs DMCRX | |
| Needham Small Cap Growth Fund Institutional | 81 | — | Dec 2016 | NBGIX vs NESIX | |
| North Square Spectrum Alpha Fund | 80 | — | Jan 1994 | NBGIX vs ORIGX | |
| Needham Small Cap Growth Fund | 80 | — | May 2002 | NBGIX vs NESGX |
Top Performing NBGIX Alternatives (YTD)
NBGIX is at 12.69% YTD. There are 107 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 53.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 53.35% | — | Dec 2016 | NBGIX vs NESIX | |
| Needham Small Cap Growth Fund | 52.82% | — | May 2002 | NBGIX vs NESGX | |
| Oberweis Micro Cap Fund | 35.57% | — | Dec 1995 | NBGIX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 32.18% | — | Dec 2016 | NBGIX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 31.89% | — | Sep 2001 | NBGIX vs NEAGX |
Lowest Volatility Alternatives to NBGIX
NBGIX has 16.31% 1-year volatility. There are 3 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.56% | — | Nov 1995 | NBGIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.40% | — | Jul 2011 | NBGIX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.30% | — | Sep 1988 | NBGIX vs NBGNX | |
| Eaton Vance Small-Cap Fund | 16.36% | — | Jan 1997 | NBGIX vs ETEGX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.43% | — | Sep 1997 | NBGIX vs ETMGX |
Lowest Drawdown Alternatives to NBGIX
NBGIX has a 1-year max drawdown of -10.75%. There are 19 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 | NBGIX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | NBGIX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | NBGIX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | NBGIX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | NBGIX vs SGPIX |
Other Mutual Funds from Neuberger Berman
The 10 most viewed Neuberger Berman mutual funds shown here include NML, NLSIX, NSTLX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Neuberger Berman MLP | MLPs, Energy Equities | 71 | 28.84% | — | Mar 2013 | NBGIX vs NML | |
| Neuberger Berman Long Short Fund | Long-Short | 12 | 0.35% | — | Dec 2011 | NBGIX vs NLSIX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 37 | -0.16% | — | Jul 2003 | NBGIX vs NSTLX | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 12 | 2.19% | — | Jun 1950 | NBGIX vs NGUAX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 96 | 20.16% | — | Jan 1975 | NBGIX vs NPRTX | |
| Neuberger Berman Next Generation Connectivity Fund | Technology Equities | 11 | 8.28% | — | May 2021 | NBGIX vs NBXG | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 2.39% | — | Mar 1979 | NBGIX vs NMANX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 84 | 19.29% | — | May 2010 | NBGIX vs NINLX | |
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 65 | 11.52% | — | Mar 1994 | NBGIX vs NBSRX | |
| Neuberger Berman Floating Rate Income Fund | Bank Loan | 95 | 1.79% | — | Dec 2009 | NBGIX vs NFIAX |
Often Compared With NBGIX
Investors most often compare NBGIX with WFSPX, VB, VEXPX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare NBGIX with Any Fund or Stock
Compare NBGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NBGIX with funds that move differently
Neuberger Berman Genesis Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NBGIX.
Explore NBGIX Diversifiers