Neuberger Berman Small Cap Growth Fund (NBMIX) 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 NBMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NBMIX
NBMIX charges 1.28% annually. There are 129 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 | NBMIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | NBMIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | NBMIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | NBMIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | NBMIX vs VISGX |
Best Risk-Adjusted Alternatives to NBMIX
NBMIX has a PortfoliosLab risk / return rank of 23. There are 121 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | NBMIX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 83 | — | Dec 2016 | NBMIX vs NESIX | |
| Needham Small Cap Growth Fund | 82 | — | May 2002 | NBMIX vs NESGX | |
| North Square Spectrum Alpha Fund | 79 | — | Jan 1994 | NBMIX vs ORIGX | |
| Driehaus Micro Cap Growth Fund | 77 | — | Nov 2013 | NBMIX vs DMCRX |
Top Performing NBMIX Alternatives (YTD)
NBMIX is at 9.72% YTD. There are 130 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 56.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 56.00% | — | Dec 2016 | NBMIX vs NESIX | |
| Needham Small Cap Growth Fund | 55.46% | — | May 2002 | NBMIX vs NESGX | |
| Oberweis Micro Cap Fund | 35.75% | — | Dec 1995 | NBMIX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 33.50% | — | Dec 2016 | NBMIX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 33.20% | — | Sep 2001 | NBMIX vs NEAGX |
Lowest Volatility Alternatives to NBMIX
NBMIX has 26.97% 1-year volatility. There are 136 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric Fund | 14.57% | — | Nov 1995 | NBMIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.38% | — | Jul 2011 | NBMIX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | NBMIX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | NBMIX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.33% | — | Jan 1997 | NBMIX vs ETEGX |
Lowest Drawdown Alternatives to NBMIX
NBMIX has a 1-year max drawdown of -16.65%. There are 125 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 | NBMIX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | NBMIX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | NBMIX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | NBMIX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | NBMIX 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 | 66 | 28.72% | — | Mar 2013 | NBMIX vs NML | |
| Neuberger Berman Long Short Fund | Long-Short | 14 | 1.49% | — | Dec 2011 | NBMIX vs NLSIX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 26 | -0.36% | — | Jul 2003 | NBMIX vs NSTLX | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 11 | 3.54% | — | Jun 1950 | NBMIX vs NGUAX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 96 | 20.63% | — | Jan 1975 | NBMIX vs NPRTX | |
| Neuberger Berman Next Generation Connectivity Fund | Technology Equities | 16 | 11.22% | — | May 2021 | NBMIX vs NBXG | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 2.52% | — | Mar 1979 | NBMIX vs NMANX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 84 | 19.62% | — | May 2010 | NBMIX vs NINLX | |
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 71 | 13.61% | — | Mar 1994 | NBMIX vs NBSRX | |
| Neuberger Berman Floating Rate Income Fund | Bank Loan | 91 | 1.79% | — | Dec 2009 | NBMIX vs NFIAX |
Often Compared With NBMIX
Investors most often compare NBMIX with CTSIX, VBIAX, NCLEX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare NBMIX with Any Fund or Stock
Compare NBMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NBMIX with funds that move differently
Neuberger Berman Small Cap Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NBMIX.
Explore NBMIX Diversifiers