Neuberger Berman Genesis Fund (NBGNX) 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 NBGNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NBGNX
NBGNX charges 0.99% annually. There are 57 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 | NBGNX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | NBGNX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | NBGNX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | NBGNX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | NBGNX vs VISGX |
Best Risk-Adjusted Alternatives to NBGNX
NBGNX has a PortfoliosLab risk / return rank of 26. There are 123 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 93 | — | Nov 2015 | NBGNX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 87 | — | Dec 2016 | NBGNX vs NESIX | |
| Needham Small Cap Growth Fund | 86 | — | May 2002 | NBGNX vs NESGX | |
| North Square Spectrum Alpha Fund | 85 | — | Jan 1994 | NBGNX vs ORIGX | |
| Driehaus Micro Cap Growth Fund | 82 | — | Nov 2013 | NBGNX vs DMCRX |
Top Performing NBGNX Alternatives (YTD)
NBGNX is at 14.95% YTD. There are 107 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 60.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 60.02% | — | Dec 2016 | NBGNX vs NESIX | |
| Needham Small Cap Growth Fund | 59.43% | — | May 2002 | NBGNX vs NESGX | |
| Oberweis Micro-Cap Fund Investor Class | 40.02% | — | Jan 1996 | NBGNX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 36.79% | — | Dec 2016 | NBGNX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 36.48% | — | Sep 2001 | NBGNX vs NEAGX |
Lowest Volatility Alternatives to NBGNX
NBGNX has 16.28% 1-year volatility. There are 3 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.53% | — | Nov 1995 | NBGNX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.27% | — | Jul 2011 | NBGNX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.26% | — | Jan 1997 | NBGNX vs ETEGX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.28% | — | Jul 1999 | NBGNX vs NBGIX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.34% | — | Sep 1997 | NBGNX vs ETMGX |
Lowest Drawdown Alternatives to NBGNX
NBGNX has a 1-year max drawdown of -10.77%. There are 21 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 | NBGNX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | NBGNX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | NBGNX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | NBGNX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | NBGNX 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 | 52 | 25.64% | — | Mar 2013 | NBGNX vs NML | |
| Neuberger Berman Long Short Fund | Long-Short | 20 | 2.34% | — | Dec 2011 | NBGNX vs NLSIX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 22 | -0.16% | — | Jul 2003 | NBGNX vs NSTLX | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 18 | 5.66% | — | Jun 1950 | NBGNX vs NGUAX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 97 | 21.71% | — | Jan 1975 | NBGNX vs NPRTX | |
| Neuberger Berman Next Generation Connectivity Fund | Technology Equities | 16 | 12.83% | — | May 2021 | NBGNX vs NBXG | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 4 | 4.43% | — | Mar 1979 | NBGNX vs NMANX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 89 | 22.27% | — | May 2010 | NBGNX vs NINLX | |
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 82 | 15.68% | — | Mar 1994 | NBGNX vs NBSRX | |
| Neuberger Berman Floating Rate Income Fund | Bank Loan | 92 | 1.79% | — | Dec 2009 | NBGNX vs NFIAX |
Often Compared With NBGNX
Investors most often compare NBGNX with DSCGX, IWM, VOO. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare NBGNX with Any Fund or Stock
Compare NBGNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NBGNX with funds that move differently
Neuberger Berman Genesis Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NBGNX.
Explore NBGNX Diversifiers