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 109 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% | 47.00B | May 2000 | NEAIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | 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 53. There are 38 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 | NEAIX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 83 | — | Dec 2016 | NEAIX vs NESIX | |
| Needham Small Cap Growth Fund | 82 | — | May 2002 | NEAIX vs NESGX | |
| North Square Spectrum Alpha Fund | 79 | — | Jan 1994 | NEAIX vs ORIGX | |
| Driehaus Micro Cap Growth Fund | 77 | — | Nov 2013 | NEAIX vs DMCRX |
Top Performing NEAIX Alternatives (YTD)
NEAIX is at 33.50% YTD. There are 3 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 | NEAIX vs NESIX | |
| Needham Small Cap Growth Fund | 55.46% | — | May 2002 | NEAIX vs NESGX | |
| Oberweis Micro Cap Fund | 35.75% | — | Dec 1995 | NEAIX vs OBMCX | |
| Needham Aggressive Growth Fund Retail Class | 33.20% | — | Sep 2001 | NEAIX vs NEAGX | |
| Oberweis Small-Cap Opportunities Fund | 25.99% | — | Sep 1996 | NEAIX vs OBSOX |
Lowest Volatility Alternatives to NEAIX
NEAIX has 30.84% 1-year volatility. There are 159 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 | NEAIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.38% | — | Jul 2011 | NEAIX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | NEAIX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | NEAIX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.33% | — | Jan 1997 | NEAIX vs ETEGX |
Lowest Drawdown Alternatives to NEAIX
NEAIX has a 1-year max drawdown of -24.09%. There are 157 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 Fund | -8.60% | — | Nov 1995 | NEAIX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | NEAIX vs SGPIX |
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 | 56 | 35.60% | — | Jan 1996 | NEAIX vs NEEGX | |
| Needham Growth Fund Institutional Class | Mid Cap Growth Equities | 56 | 35.91% | — | Dec 2016 | NEAIX vs NEEIX |
Often Compared With NEAIX
Investors most often compare NEAIX with FGROX, BUFOX, ALFAX. 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