Needham Aggressive Growth Fund Institutional Class (NEAIX) 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 NEAIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NEAIX
NEAIX charges 1.20% annually. There are 108 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 | NEAIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | NEAIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | NEAIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | NEAIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | NEAIX vs VISGX |
Best Risk-Adjusted Alternatives to NEAIX
NEAIX has a PortfoliosLab risk / return rank of 85. There are 5 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 90 | — | Nov 2015 | NEAIX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 89 | — | Dec 2016 | NEAIX vs NESIX | |
| Driehaus Micro Cap Growth Fund | 88 | — | Nov 2013 | NEAIX vs DMCRX | |
| Needham Small Cap Growth Fund | 88 | — | May 2002 | NEAIX vs NESGX | |
| Hood River Small-Cap Growth Fund | 85 | — | Jan 2003 | NEAIX vs HRSMX |
Top Performing NEAIX Alternatives (YTD)
NEAIX is at 45.62% YTD. There are 2 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 64.67%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 64.67% | — | Dec 2016 | NEAIX vs NESIX | |
| Needham Small Cap Growth Fund | 64.14% | — | May 2002 | NEAIX vs NESGX | |
| Needham Aggressive Growth Fund | 45.33% | — | Sep 2001 | NEAIX vs NEAGX | |
| Oberweis Micro Cap Fund | 41.71% | — | Dec 1995 | NEAIX vs OBMCX | |
| Oberweis Small-Cap Opportunities Fund | 31.17% | — | Sep 1996 | NEAIX vs OBSOX |
Lowest Volatility Alternatives to NEAIX
NEAIX has 29.43% 1-year volatility. There are 155 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.65% | — | Nov 1995 | NEAIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | NEAIX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.31% | — | Jan 1997 | NEAIX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.34% | — | Sep 1988 | NEAIX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.35% | — | Jul 1999 | NEAIX vs NBGIX |
Lowest Drawdown Alternatives to NEAIX
NEAIX has a 1-year max drawdown of -13.98%. There are 101 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 | NEAIX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | NEAIX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | NEAIX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | NEAIX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | NEAIX vs RFIMX |
Other Mutual Funds from Needham
The 2 most viewed Needham mutual funds shown here include NEEGX, NEEIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Needham Growth Fund | Mid Cap Growth Equities | 79 | 43.95% | — | Jan 1996 | NEAIX vs NEEGX | |
| Needham Growth Fund Institutional Class | Mid Cap Growth Equities | 80 | 44.25% | — | Dec 2016 | NEAIX vs NEEIX |
Often Compared With NEAIX
Investors most often compare NEAIX with FGROX, BUFOX, WBSIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare NEAIX with Any Fund or Stock
Compare NEAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NEAIX with funds that move differently
Needham Aggressive Growth Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NEAIX.
Explore NEAIX Diversifiers