Neuberger Berman Genesis Fund Institutional Class (NBGIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NBGIX
NBGIX charges 0.84% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among NBGIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | NBGIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | NBGIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | NBGIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | NBGIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | NBGIX vs VISGX |
Best Risk-Adjusted Alternatives to NBGIX
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 | NBGIX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | NBGIX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | NBGIX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | NBGIX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | NBGIX vs HRSMX |
Top Performing NBGIX Alternatives (YTD)
NBGIX 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 | NBGIX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | NBGIX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | NBGIX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | NBGIX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | NBGIX vs OBMCX |
Lowest Volatility Alternatives to NBGIX
NBGIX 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 | NBGIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | NBGIX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | NBGIX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | NBGIX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | NBGIX vs ETEGX |
Lowest Drawdown Alternatives to NBGIX
NBGIX 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 | NBGIX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | NBGIX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | NBGIX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | NBGIX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | NBGIX vs CTSIX |
Other Mutual Funds from Neuberger Berman
Most popular Neuberger Berman mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | Long-Short | 22 | -3.63% | Dec 28, 2011 | NBGIX vs NLSIX | |
| Neuberger Berman Genesis Fund | Small Cap Growth Equities | 7 | -1.46% | Sep 27, 1988 | NBGIX vs NBGNX | |
| Neuberger Berman MLP | MLPs, Energy Equities | 67 | 25.95% | Mar 26, 2013 | NBGIX vs NML | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 21 | -11.52% | Jun 1, 1950 | NBGIX vs NGUAX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 82 | 4.11% | Jan 20, 1975 | NBGIX vs NPRTX | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 10 | -9.00% | Mar 1, 1979 | NBGIX vs NMANX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 81 | -1.42% | Jul 10, 2003 | NBGIX vs NSTLX | |
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 40 | -6.55% | Mar 16, 1994 | NBGIX vs NBSRX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 68 | -0.86% | May 10, 2010 | NBGIX vs NINLX | |
| Neuberger Berman Multi-Cap Opportunities Fund | Large Cap Blend Equities | 28 | -6.40% | Nov 2, 2006 | NBGIX vs NMULX |
Often Compared With NBGIX
What investors most often compare with NBGIX, 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.