Neuberger Berman Small Cap Growth Fund (NBMIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NBMIX
NBMIX charges 1.28% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among NBMIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | NBMIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | NBMIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | NBMIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | NBMIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | NBMIX vs VISGX |
Best Risk-Adjusted Alternatives to NBMIX
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 | NBMIX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | NBMIX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | NBMIX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | NBMIX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | NBMIX vs HRSMX |
Top Performing NBMIX Alternatives (YTD)
NBMIX 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 | NBMIX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | NBMIX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | NBMIX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | NBMIX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | NBMIX vs OBMCX |
Lowest Volatility Alternatives to NBMIX
NBMIX 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 | NBMIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | NBMIX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | NBMIX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | NBMIX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | NBMIX vs ETEGX |
Lowest Drawdown Alternatives to NBMIX
NBMIX 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 | NBMIX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | NBMIX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | NBMIX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | NBMIX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | NBMIX 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 | NBMIX vs NLSIX | |
| Neuberger Berman Genesis Fund | Small Cap Growth Equities | 7 | -1.46% | Sep 27, 1988 | NBMIX vs NBGNX | |
| Neuberger Berman MLP | MLPs, Energy Equities | 67 | 25.95% | Mar 26, 2013 | NBMIX vs NML | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 21 | -11.52% | Jun 1, 1950 | NBMIX vs NGUAX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 82 | 4.11% | Jan 20, 1975 | NBMIX vs NPRTX | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 10 | -9.00% | Mar 1, 1979 | NBMIX vs NMANX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 81 | -1.42% | Jul 10, 2003 | NBMIX vs NSTLX | |
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 40 | -6.55% | Mar 16, 1994 | NBMIX vs NBSRX | |
| Neuberger Berman Genesis Fund Institutional Class | Small Cap Growth Equities | 7 | -1.41% | Jul 1, 1999 | NBMIX vs NBGIX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 68 | -0.86% | May 10, 2010 | NBMIX vs NINLX |
Often Compared With NBMIX
What investors most often compare with NBMIX, 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.