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% | 45.50B | May 2000 | NBGIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | 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 10. There are 133 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 | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | NBGIX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | NBGIX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | NBGIX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | NBGIX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | NBGIX vs NEAIX |
Top Performing NBGIX Alternatives (YTD)
NBGIX is at 11.93% YTD. There are 129 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | NBGIX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | NBGIX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | NBGIX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | NBGIX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | NBGIX vs OBMCX |
Lowest Volatility Alternatives to NBGIX
NBGIX has 16.37% 1-year volatility. There are 5 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | NBGIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | NBGIX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | NBGIX vs ETEGX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | NBGIX vs ETMGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | NBGIX vs NBGNX |
Lowest Drawdown Alternatives to NBGIX
NBGIX has a 1-year max drawdown of -10.75%. There are 20 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 2500 Fund | -8.60% | — | Nov 1995 | NBGIX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | NBGIX vs RFIMX |
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 | 57 | 27.36% | — | Mar 2013 | NBGIX vs NML | |
| Neuberger Berman Long Short Fund | Long-Short | 20 | 2.09% | — | Dec 2011 | NBGIX vs NLSIX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 36 | 0.54% | — | Jul 2003 | NBGIX vs NSTLX | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 18 | 6.33% | — | Jun 1950 | NBGIX vs NGUAX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 93 | 19.63% | — | Jan 1975 | NBGIX vs NPRTX | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 4 | 6.34% | — | Mar 1979 | NBGIX vs NMANX | |
| Neuberger Berman Next Generation Connectivity Fund | Technology Equities | 20 | 14.31% | — | May 2021 | NBGIX vs NBXG | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 85 | 23.29% | — | May 2010 | NBGIX vs NINLX | |
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 79 | 16.20% | — | Mar 1994 | NBGIX vs NBSRX | |
| Neuberger Berman Focus Fund | Global Equities | 22 | 7.72% | — | Oct 1955 | NBGIX vs NBSSX |
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