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 a closer substitute for your current allocation.
Cheapest Alternatives to NESIX
NESIX charges 1.18% annually. There are 106 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 | NESIX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | NESIX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | NESIX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | NESIX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | NESIX vs VISGX |
Best Risk-Adjusted Alternatives to NESIX
NESIX has a PortfoliosLab risk / return rank of 83. There is 1 mutual fund in the Small Cap Growth Equities category with a higher risk-adjusted rank, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | NESIX vs DSCIX | |
| Needham Small Cap Growth Fund | 82 | — | May 2002 | NESIX vs NESGX | |
| North Square Spectrum Alpha Fund | 79 | — | Jan 1994 | NESIX vs ORIGX | |
| Driehaus Micro Cap Growth Fund | 77 | — | Nov 2013 | NESIX vs DMCRX | |
| Emerald Growth Fund Institutional Class | 76 | — | Oct 2008 | NESIX vs FGROX |
Top Performing NESIX Alternatives (YTD)
NESIX is at 56.00% YTD. No mutual funds in the Small Cap Growth Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 55.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund | 55.46% | — | May 2002 | NESIX vs NESGX | |
| Oberweis Micro Cap Fund | 35.75% | — | Dec 1995 | NESIX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 33.50% | — | Dec 2016 | NESIX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 33.20% | — | Sep 2001 | NESIX vs NEAGX | |
| Oberweis Small-Cap Opportunities Fund | 25.99% | — | Sep 1996 | NESIX vs OBSOX |
Lowest Volatility Alternatives to NESIX
NESIX has 34.35% 1-year volatility. There are 167 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 | NESIX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.38% | — | Jul 2011 | NESIX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | NESIX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | NESIX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.33% | — | Jan 1997 | NESIX vs ETEGX |
Lowest Drawdown Alternatives to NESIX
NESIX has a 1-year max drawdown of -22.10%. There are 155 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 | NESIX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | NESIX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | NESIX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | NESIX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | NESIX 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 | NESIX vs NEEGX | |
| Needham Growth Fund Institutional Class | Mid Cap Growth Equities | 56 | 35.91% | — | Dec 2016 | NESIX vs NEEIX |
Often Compared With NESIX
Investors most often compare NESIX with LADYX, NBMIX, BUFOX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare NESIX with Any Fund or Stock
Compare NESIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NESIX with funds that move differently
Needham Small Cap Growth Fund Institutional alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NESIX.
Explore NESIX Diversifiers