Neuberger Berman Intrinsic Value Fund (NINLX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NINLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NINLX
NINLX charges 1.01% annually. There are 97 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | NINLX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | NINLX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | NINLX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | NINLX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | NINLX vs TISBX |
Best Risk-Adjusted Alternatives to NINLX
NINLX has a PortfoliosLab risk / return rank of 87. There are 6 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | NINLX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | NINLX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | NINLX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | NINLX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | NINLX vs RYOTX |
Top Performing NINLX Alternatives (YTD)
NINLX is at 23.42% YTD. There are 28 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | NINLX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | NINLX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | NINLX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | NINLX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | NINLX vs HASCX |
Lowest Volatility Alternatives to NINLX
NINLX has 21.08% 1-year volatility. There are 160 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | NINLX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | NINLX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | NINLX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | NINLX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | NINLX vs BOSOX |
Lowest Drawdown Alternatives to NINLX
NINLX has a 1-year max drawdown of -9.39%. There are 55 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | NINLX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | NINLX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | NINLX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | NINLX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | NINLX vs SSCDX |
Other Mutual Funds from Neuberger Berman
The 10 most viewed Neuberger Berman mutual funds shown here include NBGNX, NML, NLSIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Genesis Fund | Small Cap Growth Equities | 10 | 9.74% | — | Sep 1988 | NINLX vs NBGNX | |
| Neuberger Berman MLP | MLPs, Energy Equities | 25 | 19.29% | — | Mar 2013 | NINLX vs NML | |
| Neuberger Berman Long Short Fund | Long-Short | 18 | 1.05% | — | Dec 2011 | NINLX vs NLSIX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 33 | 0.26% | — | Jul 2003 | NINLX vs NSTLX | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 19 | 4.24% | — | Jun 1950 | NINLX vs NGUAX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 95 | 20.12% | — | Jan 1975 | NINLX vs NPRTX | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 7 | 11.12% | — | Mar 1979 | NINLX vs NMANX | |
| Neuberger Berman Next Generation Connectivity Fund | Technology Equities | 26 | 18.24% | — | May 2021 | NINLX vs NBXG | |
| Neuberger Berman Genesis Fund Institutional Class | Small Cap Growth Equities | 11 | 9.83% | — | Jul 1999 | NINLX vs NBGIX | |
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 76 | 14.50% | — | Mar 1994 | NINLX vs NBSRX |
Often Compared With NINLX
Investors most often compare NINLX with NEMIX, SMGIX, NBIIX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare NINLX with Any Fund or Stock
Compare NINLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NINLX with funds that move differently
Neuberger Berman Intrinsic Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NINLX.
Explore NINLX Diversifiers