NESIX Alternatives & Similar Mutual Funds

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 105 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
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	NESIX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	45.50B	May 2000	NESIX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	45.50B	Sep 2011	NESIX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	NESIX vs VRTGX
VISGX	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 95. No mutual funds in the Small Cap Growth Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
NESGX	Needham Small Cap Growth Fund	95	—	May 2002	NESIX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	93	—	Dec 2016	NESIX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	93	—	Sep 2001	NESIX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	92	—	Dec 1995	NESIX vs OBMCX
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	92	—	Nov 2015	NESIX vs DSCIX

Top Performing NESIX Alternatives (YTD)

NESIX is at 83.93% 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 83.39%.

Symbol	Name	YTD Return	AUM	Inception
NESGX	Needham Small Cap Growth Fund	83.39%	—	May 2002	NESIX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	64.46%	—	Dec 2016	NESIX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	64.16%	—	Sep 2001	NESIX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	52.27%	—	Dec 1995	NESIX vs OBMCX
OBSOX	Oberweis Small-Cap Opportunities Fund	42.09%	—	Sep 1996	NESIX vs OBSOX

Lowest Volatility Alternatives to NESIX

NESIX has 31.35% 1-year volatility. There are 164 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.

Symbol	Name	Volatility 1Y	AUM	Inception
EMCAX	Empiric 2500 Fund	14.48%	—	Nov 1995	NESIX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.39%	—	Jul 2011	NESIX vs CMCIX
ETEGX	Eaton Vance Small-Cap Fund	16.28%	—	Jan 1997	NESIX vs ETEGX
NBGNX	Neuberger Berman Genesis Fund	16.32%	—	Sep 1988	NESIX vs NBGNX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	16.32%	—	Jul 1999	NESIX vs NBGIX

Lowest Drawdown Alternatives to NESIX

NESIX has a 1-year max drawdown of -17.12%. There are 141 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
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	NESIX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	NESIX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	NESIX vs WMKSX
EMCAX	Empiric 2500 Fund	-8.60%	—	Nov 1995	NESIX vs EMCAX
RFIMX	Ranger Micro Cap Fund	-9.11%	—	Jun 2018	NESIX 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
NEEGX	Needham Growth Fund	Mid Cap Growth Equities	93	65.21%	—	Jan 1996	NESIX vs NEEGX
NEEIX	Needham Growth Fund Institutional Class	Mid Cap Growth Equities	93	65.52%	—	Dec 2016	NESIX vs NEEIX

Often Compared With NESIX

Investors most often compare NESIX with FGROX, BUFOX, LADYX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	89	35.00%	—	Oct 2008	NESIX vs FGROX
BUFOX	Buffalo Early Stage Growth Fund	Small Cap Growth Equities	27	15.88%	—	May 2004	NESIX vs BUFOX
LADYX	Lord Abbett Developing Growth Fund Class I	Small Cap Growth Equities	75	37.78%	—	Dec 1997	NESIX vs LADYX
NBMIX	Neuberger Berman Small Cap Growth Fund	Small Cap Growth Equities	42	23.76%	—	Oct 1998	NESIX vs NBMIX
ALMAX	Alger Weatherbie Specialized Growth Fund	Small Cap Growth Equities	11	9.54%	—	May 2002	NESIX vs ALMAX
BSCFX	Baron Small Cap Fund	Small Cap Growth Equities	3	-2.27%	—	Sep 1997	NESIX vs BSCFX
ASMOX	AQR Small Cap Momentum Style Fund	Small Cap Growth Equities	—	—	—	Jul 2009	NESIX vs ASMOX
JMIGX	Jacob Discovery Fund	Small Cap Growth Equities	36	-4.30%	—	Dec 1997	NESIX vs JMIGX
QUASX	AB Small Cap Growth Portfolio	Small Cap Growth Equities	41	25.68%	—	Feb 1969	NESIX vs QUASX
RMBBX	RMB Small Cap Fund	Small Cap Growth Equities	—	—	—	Aug 2002	NESIX vs RMBBX
FAMFX	FAM Small Cap Fund	Small Cap Growth Equities	1	-6.70%	—	Mar 2012	NESIX vs FAMFX
MSSGX	Morgan Stanley Institutional Fund, Inc. Inception ...	Small Cap Growth Equities	4	3.37%	—	Nov 1989	NESIX vs MSSGX
ODIIX	Invesco Discovery Fund Class R6	Small Cap Growth Equities	89	39.19%	—	Jan 2012	NESIX vs ODIIX
SSCGX	SEI Institutional Managed Trust Small Cap Growth F...	Small Cap Growth Equities	44	19.63%	—	Apr 1992	NESIX vs SSCGX
WBSIX	William Blair Small Cap Growth Fund	Small Cap Growth Equities	42	19.52%	—	Dec 1999	NESIX vs WBSIX
MMGEX	MassMutual Small Cap Growth Equity Fund	Small Cap Growth Equities	76	28.07%	—	May 1999	NESIX vs MMGEX
OSTGX	Osterweis Emerging Opportunity Fund	Small Cap Growth Equities	44	23.49%	—	Nov 2016	NESIX vs OSTGX
ANOIX	American Century Small Cap Growth Fund	Small Cap Growth Equities	34	17.86%	5.06B	Jun 2001	NESIX vs ANOIX
FKASX	Federated Hermes Kaufmann Small Cap Fund	Small Cap Growth Equities	29	15.85%	—	Dec 2002	NESIX vs FKASX
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	88	37.89%	—	Jan 2003	NESIX vs HRSMX

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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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.

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Needham Small Cap Growth Fund Institutional (NESIX) Alternatives