The Best Small Cap Blend Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Small Cap Blend Equities mutual funds.

Category is Small Cap Blend Equities

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
CCVAX	Calvert Small-Cap Fund	Small Cap Blend Equities	Oct 1, 2004	1.19%	-2.74%	7.48%	14.52%	2
CDOFX	Crawford Small Cap Dividend Fund	Small Cap Blend Equities	Sep 26, 2012	0.99%	3.92%	8.44%	3.04%	17
CRMSX	CRM Small Cap Value Fund	Small Cap Blend Equities	Sep 29, 1995	1.17%	-1.96%	7.39%	10.92%	16
CRSSX	Catholic Responsible Investments Small-Cap Fund	Small Cap Blend Equities	Dec 2, 2021	0.29%	3.38%	—	5.18%	39
CSMDX	Copeland SMID Cap Dividend Growth Fund	Small Cap Blend Equities	Feb 27, 2017	0.95%	3.93%	—	3.02%	22
CZMSX	Multi-Manager Small Cap Equity Strategies Fund	Small Cap Blend Equities	Jan 3, 2017	0.99%	1.04%	—	8.75%	21
DCCIX	Delaware Small Cap Core Fund	Small Cap Blend Equities	Dec 29, 1998	0.81%	0.16%	9.32%	4.40%	21
DFISX	DFA International Small Company Portfolio	Foreign Small & Mid Cap Equities, Small Cap Blend Equities	Sep 30, 1996	0.39%	2.64%	8.16%	3.06%	89
DFSCX	DFA U.S. Micro Cap Portfolio	Small Cap Blend Equities	Dec 23, 1981	0.41%	4.96%	10.28%	0.91%	61
DFSTX	DFA U.S. Small Cap Portfolio	Small Cap Blend Equities	Mar 19, 1992	0.27%	3.30%	10.06%	1.05%	43
DISSX	BNY Mellon Smallcap Stock Index Fund	Small Cap Blend Equities	Jun 30, 1997	0.50%	3.97%	9.20%	14.83%	37
DLBMX	MassMutual Small Cap Opportunities Fund	Small Cap Blend Equities	Jul 17, 1998	1.20%	-1.03%	13.32%	10.22%	22
DSCPX	Davenport Small Cap Focus Fund	Small Cap Blend Equities	Dec 31, 2014	0.89%	-0.49%	9.90%	0.52%	5
DSCVX	BNY Mellon Opportunistic Small Cap Fund	Small Cap Blend Equities	Dec 29, 1993	1.11%	—	—	4.19%	—
DSM	Dimensional Small Cap Equity Fund	Small Cap Blend Equities	Jan 1, 2013	0.03%	-1.73%	1.36%	4.54%	19
DTSVX	Wilshire Small Company Value Portfolio	Small Cap Blend Equities	Sep 30, 1992	1.35%	4.74%	8.20%	10.45%	60
FCDAX	Fidelity Advisor Stock Selector Small Cap Fund Cla...	Small Cap Blend Equities	May 2, 2007	1.19%	5.10%	11.84%	0.42%	74
FCDCX	Fidelity Advisor Stock Selector Small Cap Fund Cla...	Small Cap Blend Equities	May 2, 2007	1.98%	3.87%	10.84%	0.45%	71
FCDIX	Fidelity Advisor Stock Selector Small Cap Fund Cla...	Small Cap Blend Equities	May 2, 2007	0.92%	5.17%	12.15%	0.69%	75
FCDTX	Fidelity Advisor Stock Selector Small Cap Fund Cla...	Small Cap Blend Equities	May 2, 2007	1.46%	5.01%	11.51%	0.40%	73

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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