Columbia Small Cap Index Fund (NMSCX) 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 NMSCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NMSCX
NMSCX charges 0.20% annually. There are 16 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 | NMSCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | NMSCX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | NMSCX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | NMSCX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | NMSCX vs VSMAX |
Best Risk-Adjusted Alternatives to NMSCX
NMSCX has a PortfoliosLab risk / return rank of 57. There are 77 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | NMSCX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | NMSCX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | NMSCX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | NMSCX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | NMSCX vs WWSIX |
Top Performing NMSCX Alternatives (YTD)
NMSCX is at 16.29% YTD. There are 86 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | NMSCX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | NMSCX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | NMSCX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | NMSCX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | NMSCX vs MOPIX |
Lowest Volatility Alternatives to NMSCX
NMSCX has 17.58% 1-year volatility. There are 70 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | NMSCX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | NMSCX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | NMSCX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | NMSCX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | NMSCX vs BOSOX |
Lowest Drawdown Alternatives to NMSCX
NMSCX has a 1-year max drawdown of -8.68%. There are 10 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 | NMSCX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | NMSCX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | NMSCX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | NMSCX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | NMSCX vs BIAUX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 97 | 58.65% | — | Jun 1983 | NMSCX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 68 | 8.09% | — | Mar 1998 | NMSCX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 68 | 8.15% | — | Nov 2012 | NMSCX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 66 | 7.98% | — | Nov 2002 | NMSCX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 97 | 58.37% | — | May 1994 | NMSCX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 83 | 32.06% | — | Nov 2000 | NMSCX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 84 | 32.19% | — | Nov 2000 | NMSCX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 58 | 10.46% | — | Dec 1992 | NMSCX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 64 | 6.82% | — | Sep 1991 | NMSCX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 41 | 7.46% | — | Mar 2008 | NMSCX vs COSZX |
Often Compared With NMSCX
Investors most often compare NMSCX with ^GSPC, PRSVX, AZBIX. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare NMSCX with Any Fund or Stock
Compare NMSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NMSCX with funds that move differently
Columbia Small Cap Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NMSCX.
Explore NMSCX Diversifiers