Needham Aggressive Growth Fund Institutional Class (NEAIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NEAIX
NEAIX charges 1.20% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among NEAIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | NEAIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | NEAIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | NEAIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | NEAIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | NEAIX vs VISGX |
Best Risk-Adjusted Alternatives to NEAIX
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 | 90 | Sep 4, 2001 | NEAIX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | NEAIX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | NEAIX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | NEAIX vs HRSMX | |
| Dana Epiphany ESG Small Cap Equity Fund | 82 | Nov 3, 2015 | NEAIX vs DSCIX |
Top Performing NEAIX Alternatives (YTD)
NEAIX 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 | NEAIX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | NEAIX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | NEAIX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | NEAIX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | NEAIX vs OBMCX |
Lowest Volatility Alternatives to NEAIX
NEAIX 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 | NEAIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | NEAIX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | NEAIX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | NEAIX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | NEAIX vs ETEGX |
Lowest Drawdown Alternatives to NEAIX
NEAIX 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 | NEAIX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | NEAIX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | NEAIX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | NEAIX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | NEAIX vs CTSIX |
Other Mutual Funds from Needham
Most popular Needham mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Needham Growth Fund | Mid Cap Growth Equities | 79 | 10.46% | Jan 2, 1996 | NEAIX vs NEEGX |
Often Compared With NEAIX
What investors most often compare with NEAIX, 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.