Neuberger Berman Genesis Fund (NBGNX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NBGNX
NBGNX charges 0.99% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among NBGNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | NBGNX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | NBGNX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | NBGNX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | NBGNX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | NBGNX vs VISGX |
Best Risk-Adjusted Alternatives to NBGNX
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 | 93 | Sep 4, 2001 | NBGNX vs NEAGX | |
| Needham Aggressive Growth Fund Institutional Class | 93 | Dec 30, 2016 | NBGNX vs NEAIX | |
| Driehaus Micro Cap Growth Fund | 91 | Nov 18, 2013 | NBGNX vs DMCRX | |
| Oberweis Micro Cap Fund | 90 | Dec 29, 1995 | NBGNX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 89 | Jan 2, 2003 | NBGNX vs HRSMX |
Top Performing NBGNX Alternatives (YTD)
NBGNX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 31.31% | Mar 20, 2000 | NBGNX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 31.23% | Dec 31, 2001 | NBGNX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 15.52% | Dec 30, 2016 | NBGNX vs NESIX | |
| Needham Small Cap Growth Fund | 15.34% | May 22, 2002 | NBGNX vs NESGX | |
| Oberweis Micro Cap Fund | 13.51% | Dec 29, 1995 | NBGNX vs OBMCX |
Lowest Volatility Alternatives to NBGNX
NBGNX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.50% | Nov 6, 1995 | NBGNX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.29% | Jul 29, 2011 | NBGNX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.69% | Jun 23, 1993 | NBGNX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.73% | Jun 28, 2006 | NBGNX vs PXQSX | |
| Nicholas Limited Edition Fund | 19.73% | May 18, 1987 | NBGNX vs NCLEX |
Lowest Drawdown Alternatives to NBGNX
NBGNX 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 | NBGNX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | NBGNX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | NBGNX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | NBGNX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | NBGNX 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 | 30 | -2.39% | Dec 28, 2011 | NBGNX vs NLSIX | |
| Neuberger Berman MLP | MLPs, Energy Equities | 42 | 21.40% | Mar 26, 2013 | NBGNX vs NML | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 27 | -8.55% | Jun 1, 1950 | NBGNX vs NGUAX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 83 | 6.41% | Jan 20, 1975 | NBGNX vs NPRTX | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 14 | -5.12% | Mar 1, 1979 | NBGNX vs NMANX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 80 | -1.03% | Jul 10, 2003 | NBGNX vs NSTLX | |
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 49 | -3.86% | Mar 16, 1994 | NBGNX vs NBSRX | |
| Neuberger Berman Genesis Fund Institutional Class | Small Cap Growth Equities | 9 | 1.00% | Jul 1, 1999 | NBGNX vs NBGIX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 74 | 2.49% | May 10, 2010 | NBGNX vs NINLX | |
| Neuberger Berman Multi-Cap Opportunities Fund | Large Cap Blend Equities | 33 | -4.01% | Nov 2, 2006 | NBGNX vs NMULX |
Often Compared With NBGNX
What investors most often compare with NBGNX, 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.