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 98 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 Shares | 0.03% | 188.20B | Jul 1997 | NINLX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | NINLX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | 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 84. There are 26 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 95 | — | Nov 2017 | NINLX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 95 | — | Apr 1997 | NINLX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 95 | — | Apr 1997 | NINLX vs WESCX | |
| Voya Index Plus SmallCap Portfolio | 92 | — | Dec 1997 | NINLX vs IPSIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | NINLX vs RIVSX |
Top Performing NINLX Alternatives (YTD)
NINLX is at 19.62% YTD. There are 66 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 34.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 34.02% | — | Dec 2007 | NINLX vs PVIVX | |
| Royce Micro Cap Series Fund | 33.94% | — | Dec 1991 | NINLX vs RYOTX | |
| River Oak Discovery Fund | 30.67% | — | Jun 2005 | NINLX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 29.05% | — | Apr 1997 | NINLX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 28.85% | — | Apr 1997 | NINLX vs WESCX |
Lowest Volatility Alternatives to NINLX
NINLX has 21.45% 1-year volatility. There are 167 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.39% | — | Feb 2017 | NINLX vs CSMDX | |
| DFA International Small Company Portfolio | 14.43% | 16.04B | Sep 1996 | NINLX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.57% | — | Nov 1996 | NINLX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.89% | — | Sep 2011 | NINLX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.91% | — | Sep 2011 | NINLX vs FTHNX |
Lowest Drawdown Alternatives to NINLX
NINLX has a 1-year max drawdown of -9.39%. There are 54 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% | 3.10B | Apr 2006 | NINLX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | NINLX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | NINLX vs BIAUX |
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 | 19 | 13.10% | — | Sep 1988 | NINLX vs NBGNX | |
| Neuberger Berman MLP | MLPs, Energy Equities | 66 | 28.72% | — | Mar 2013 | NINLX vs NML | |
| Neuberger Berman Long Short Fund | Long-Short | 14 | 1.49% | — | Dec 2011 | NINLX vs NLSIX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 26 | -0.36% | — | Jul 2003 | NINLX vs NSTLX | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 11 | 3.54% | — | Jun 1950 | NINLX vs NGUAX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 96 | 20.63% | — | Jan 1975 | NINLX vs NPRTX | |
| Neuberger Berman Next Generation Connectivity Fund | Technology Equities | 16 | 11.22% | — | May 2021 | NINLX vs NBXG | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 2.52% | — | Mar 1979 | NINLX vs NMANX | |
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 71 | 13.61% | — | Mar 1994 | NINLX vs NBSRX | |
| Neuberger Berman Genesis Fund Institutional Class | Small Cap Growth Equities | 20 | 13.23% | — | Jul 1999 | NINLX vs NBGIX |
Often Compared With NINLX
Investors most often compare NINLX with NEMIX, SMGIX, NBIIX. These 20 comparison targets span 14 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