Needham Small Cap Growth Fund Institutional (NESIX) Alternatives

Needham Small Cap Growth Fund Institutional (NESIX) 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 NESIX. 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 NESIX

NESIX charges 1.18% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among NESIX alternatives.

Symbol	Name	Expense Ratio	Inception
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	Jul 11, 2019	NESIX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	May 24, 2000	NESIX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	Sep 27, 2011	NESIX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	May 25, 2011	NESIX vs VRTGX
VISGX	Vanguard Small Cap Growth Index Fund	0.19%	May 21, 1998	NESIX vs VISGX

Best Risk-Adjusted Alternatives to NESIX

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
NEAIX	Needham Aggressive Growth Fund Institutional Class	91	Dec 30, 2016	NESIX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	90	Sep 4, 2001	NESIX vs NEAGX
DMCRX	Driehaus Micro Cap Growth Fund	86	Nov 18, 2013	NESIX vs DMCRX
OBMCX	Oberweis Micro Cap Fund	86	Dec 29, 1995	NESIX vs OBMCX
HRSMX	Hood River Small-Cap Growth Fund	83	Jan 2, 2003	NESIX vs HRSMX

Top Performing NESIX Alternatives (YTD)

NESIX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
KSCOX	Kinetics Small Cap Opportunities Fund	29.72%	Mar 20, 2000	NESIX vs KSCOX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	29.65%	Dec 31, 2001	NESIX vs KSOAX
NESGX	Needham Small Cap Growth Fund	9.51%	May 22, 2002	NESIX vs NESGX
OBMCX	Oberweis Micro Cap Fund	8.96%	Dec 29, 1995	NESIX vs OBMCX
NEAIX	Needham Aggressive Growth Fund Institutional Class	7.37%	Dec 30, 2016	NESIX vs NEAIX

Lowest Volatility Alternatives to NESIX

NESIX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
EMCAX	Empiric 2500 Fund	17.35%	Nov 6, 1995	NESIX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	19.19%	Jul 29, 2011	NESIX vs CMCIX
VLEOX	Value Line Small Cap Opportunities Fund	19.58%	Jun 23, 1993	NESIX vs VLEOX
PXQSX	Virtus KAR Small-Cap Value Fund	19.65%	Jun 28, 2006	NESIX vs PXQSX
ETEGX	Eaton Vance Small-Cap Fund	19.66%	Jan 2, 1997	NESIX vs ETEGX

Lowest Drawdown Alternatives to NESIX

NESIX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
EMCAX	Empiric 2500 Fund	-10.15%	Nov 6, 1995	NESIX vs EMCAX
VLEOX	Value Line Small Cap Opportunities Fund	-10.86%	Jun 23, 1993	NESIX vs VLEOX
RFIMX	Ranger Micro Cap Fund	-11.77%	Jun 6, 2018	NESIX vs RFIMX
SSCPX	Saratoga Small Capitalization Portfolio	-11.83%	Sep 1, 1994	NESIX vs SSCPX
CTSIX	Calamos Timpani Small Cap Growth Fund	-12.38%	Mar 23, 2011	NESIX 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
NEEGX	Needham Growth Fund	Mid Cap Growth Equities	79	10.46%	Jan 2, 1996	NESIX vs NEEGX

Often Compared With NESIX

What investors most often compare with NESIX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
BUFOX	Buffalo Early Stage Growth Fund	Small Cap Growth Equities	10	-7.88%	May 21, 2004	NESIX vs BUFOX
LADYX	Lord Abbett Developing Growth Fund Class I	Small Cap Growth Equities	62	-6.31%	Dec 30, 1997	NESIX vs LADYX
ALMAX	Alger Weatherbie Specialized Growth Fund	Small Cap Growth Equities	5	-15.06%	May 8, 2002	NESIX vs ALMAX
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	79	-5.85%	Oct 21, 2008	NESIX vs FGROX
NBMIX	Neuberger Berman Small Cap Growth Fund	Small Cap Growth Equities	28	-7.63%	Oct 20, 1998	NESIX vs NBMIX
QUASX	AB Small Cap Growth Portfolio	Small Cap Growth Equities	18	-7.77%	Feb 12, 1969	NESIX vs QUASX
ASMOX	AQR Small Cap Momentum Style Fund	Small Cap Growth Equities	53	-3.17%	Jul 9, 2009	NESIX vs ASMOX
BSCFX	Baron Small Cap Fund	Small Cap Growth Equities	3	-10.87%	Sep 30, 1997	NESIX vs BSCFX
WBSIX	William Blair Small Cap Growth Fund	Small Cap Growth Equities	16	-5.23%	Dec 27, 1999	NESIX vs WBSIX
MMGEX	MassMutual Small Cap Growth Equity Fund	Small Cap Growth Equities	47	-1.89%	May 3, 1999	NESIX vs MMGEX
NWKDX	Nationwide Geneva Small Cap Growth Fund	Small Cap Growth Equities	2	-6.90%	Jun 12, 2009	NESIX vs NWKDX
ODIIX	Invesco Discovery Fund Class R6	Small Cap Growth Equities	58	1.07%	Jan 27, 2012	NESIX vs ODIIX
ANOIX	American Century Small Cap Growth Fund	Small Cap Growth Equities	16	-7.41%	Jun 1, 2001	NESIX vs ANOIX
NCLEX	Nicholas Limited Edition Fund	Small Cap Growth Equities	0	-14.46%	May 18, 1987	NESIX vs NCLEX
TCMSX	Voya Small Cap Growth Fund	Small Cap Growth Equities	19	-7.95%	Oct 1, 2004	NESIX vs TCMSX
WAMVX	Wasatch Micro Cap Value Fund	Small Cap Growth Equities	34	-4.87%	Jul 28, 2003	NESIX vs WAMVX
BDFIX	Baron Discovery Fund	Small Cap Growth Equities	6	-13.78%	Sep 30, 2013	NESIX vs BDFIX
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	Small Cap Growth Equities	82	4.40%	Nov 3, 2015	NESIX vs DSCIX
FAMFX	FAM Small Cap Fund	Small Cap Growth Equities	0	-11.69%	Mar 1, 2012	NESIX vs FAMFX
QISGX	Federated Hermes MDT Small Cap Growth Fund	Small Cap Growth Equities	46	-7.16%	Sep 15, 2005	NESIX vs QISGX

Compare NESIX with Any Fund or Stock

Compare NESIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Needham Small Cap Growth Fund Institutional

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