Segall Bryant & Hamill Small Cap Core Fund (SBASX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SBASX
SBASX charges 0.99% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among SBASX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | SBASX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | SBASX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | SBASX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | SBASX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | SBASX vs VISGX |
Best Risk-Adjusted Alternatives to SBASX
Among mutual funds in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | SBASX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | SBASX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | SBASX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | SBASX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | SBASX vs HRSMX |
Top Performing SBASX Alternatives (YTD)
SBASX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | SBASX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | SBASX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | SBASX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | SBASX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | SBASX vs OBMCX |
Lowest Volatility Alternatives to SBASX
SBASX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | SBASX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | SBASX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | SBASX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | SBASX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | SBASX vs ETEGX |
Lowest Drawdown Alternatives to SBASX
SBASX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | SBASX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | SBASX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | SBASX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | SBASX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | SBASX vs CTSIX |
Other Mutual Funds from Segall Bryant & Hamill
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