Segall Bryant & Hamill Small Cap Core Fund (SBASX) 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 SBASX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SBASX
SBASX charges 0.99% annually. There are 57 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 | SBASX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 47.00B | May 2000 | SBASX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 47.00B | Sep 2011 | SBASX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | SBASX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | SBASX vs VISGX |
Best Risk-Adjusted Alternatives to SBASX
SBASX has a PortfoliosLab risk / return rank of 48. There are 48 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | 91 | — | Nov 2015 | SBASX vs DSCIX | |
| Needham Small Cap Growth Fund Institutional | 83 | — | Dec 2016 | SBASX vs NESIX | |
| Needham Small Cap Growth Fund | 82 | — | May 2002 | SBASX vs NESGX | |
| North Square Spectrum Alpha Fund | 79 | — | Jan 1994 | SBASX vs ORIGX | |
| Driehaus Micro Cap Growth Fund | 77 | — | Nov 2013 | SBASX vs DMCRX |
Top Performing SBASX Alternatives (YTD)
SBASX is at 18.73% YTD. There are 45 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 56.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 56.00% | — | Dec 2016 | SBASX vs NESIX | |
| Needham Small Cap Growth Fund | 55.46% | — | May 2002 | SBASX vs NESGX | |
| Oberweis Micro Cap Fund | 35.75% | — | Dec 1995 | SBASX vs OBMCX | |
| Needham Aggressive Growth Fund Institutional Class | 33.50% | — | Dec 2016 | SBASX vs NEAIX | |
| Needham Aggressive Growth Fund Retail Class | 33.20% | — | Sep 2001 | SBASX vs NEAGX |
Lowest Volatility Alternatives to SBASX
SBASX has 18.38% 1-year volatility. There are 32 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 | SBASX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.38% | — | Jul 2011 | SBASX vs CMCIX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | SBASX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.31% | — | Jul 1999 | SBASX vs NBGIX | |
| Eaton Vance Small-Cap Fund | 16.33% | — | Jan 1997 | SBASX vs ETEGX |
Lowest Drawdown Alternatives to SBASX
SBASX has a 1-year max drawdown of -11.44%. There are 34 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 | SBASX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | SBASX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | SBASX vs WMKSX | |
| Empiric Fund | -8.60% | — | Nov 1995 | SBASX vs EMCAX | |
| ProFunds Small Cap Growth Fund | -9.15% | — | Sep 2001 | SBASX vs SGPIX |
Other Mutual Funds from Segall Bryant & Hamill
The 10 most viewed Segall Bryant & Hamill mutual funds shown here include SBSIX, WISGX, WTCOX and span 9 categories.
Often Compared With SBASX
Investors most often compare SBASX with FGROX, RFIMX, CTSIX. These 15 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare SBASX with Any Fund or Stock
Compare SBASX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SBASX with funds that move differently
Segall Bryant & Hamill Small Cap Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SBASX.
Explore SBASX Diversifiers