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.

Number of Funds: 178
Avg. Expense Ratio: 0.91%
Avg. Yield: 6.77%
Avg. 1 Year Return: 32.81%
Median Risk/Return Score: 54 / 100

176 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
ORSIX	North Square Dynamic Small Cap Fund	Small Cap Blend Equities	Sep 30, 2015	1.36%	19.14%	14.30%	2.37%	67
OSSIX	Invesco Main Street Small Cap Fund	Small Cap Blend Equities	May 17, 2013	0.68%	13.08%	11.31%	7.17%	33
PCKPX	PIMCO StocksPLUS Small Fund	Small Cap Blend Equities	Apr 30, 2008	0.80%	18.05%	10.56%	3.59%	56
PENNX	Royce Pennsylvania Mutual Fund	Small Cap Blend Equities	Oct 31, 1972	0.92%	17.42%	11.79%	5.71%	53
PRCGX	Perritt MicroCap Opportunities Fund	Small Cap Blend Equities	Apr 11, 1988	1.56%	—	—	12.01%	—
PRSVX	T. Rowe Price Small-Cap Value Fund	Small Cap Blend Equities	Jun 30, 1988	0.78%	17.58%	10.56%	10.06%	64
PSBMX	Principal SmallCap Fund	Small Cap Blend Equities	Dec 6, 2000	1.31%	13.60%	10.49%	4.91%	54
PSCSX	PIMCO StocksPLUS Small Fund	Small Cap Blend Equities	Mar 31, 2006	0.70%	18.16%	11.39%	3.54%	56
PSSMX	Principal SmallCap S&P 600 Index Fund	Small Cap Blend Equities	Dec 6, 2000	0.73%	16.48%	10.75%	8.57%	56
PVFAX	Paradigm Value Fund	Small Cap Blend Equities	Dec 31, 2002	1.50%	23.54%	12.56%	16.72%	60
PVIVX	Paradigm Micro-cap Fund	Small Cap Blend Equities	Dec 31, 2007	1.25%	33.55%	14.84%	11.93%	51
PXSCX	Pax Small Cap Fund	Small Cap Blend Equities	Mar 27, 2008	1.15%	12.78%	8.60%	5.74%	54
QISCX	Federated Hermes MDT Small Cap Core Fund	Small Cap Blend Equities	Sep 15, 2005	0.89%	15.20%	12.26%	6.92%	49
QSMLX	AQR Small Cap Multi-Style Fund	Small Cap Blend Equities	Mar 26, 2013	0.72%	22.41%	12.34%	8.42%	71
REBYX	Russell Investments U.S. Small Cap Equity Fund	Small Cap Blend Equities	Mar 29, 2000	0.90%	17.70%	9.29%	7.03%	63
RIVSX	River Oak Discovery Fund	Small Cap Blend Equities	Jun 30, 2005	1.18%	32.26%	12.09%	0.22%	88
RPMAX	Reinhart Genesis PMV Fund	Small Cap Blend Equities	May 31, 2018	1.20%	20.44%	—	6.38%	53
RTSSX	Russell Investment Tax-Managed U.S. Mid & Small Ca...	Small Cap Blend Equities	Nov 30, 1999	1.20%	15.74%	9.25%	0.40%	49
RYOTX	Royce Micro Cap Series Fund	Small Cap Blend Equities	Dec 31, 1991	1.20%	38.01%	13.76%	10.83%	87
RYPRX	Royce Premier Fund	Small Cap Blend Equities	Dec 31, 1991	1.17%	16.02%	10.94%	10.38%	27

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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Time Period

Best Small Cap Blend Equities Mutual funds by Risk/Return Score

The top Small Cap Blend Equities Mutual funds by PortfoliosLab Risk/Return Score are MOPIX (91) and AUERX (90). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
MOPIX	MainStay WMC Small Companies Fund	91	—	Jan 1987
AUERX	Auer Growth Fund	90	—	Dec 2007
WWSIX	Keeley Small Cap Fund Class Institutional	89	—	Apr 1997
WESCX	TETON Westwood SmallCap Equity Fund	89	—	Apr 1997
RIVSX	River Oak Discovery Fund	88	—	Jun 2005

Best-Performing Small Cap Blend Equities Mutual funds Over 5 Years

The top Small Cap Blend Equities Mutual funds is AUERX (19.76%). Across the lineup, Small Cap Blend Equities Mutual funds show an average 1-year return of 32.81% and an average 5-year return of 7.14%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
AUERX	Auer Growth Fund	19.76%	—	Dec 2007
HDPSX	Hodges Small Cap Fund	16.90%	—	Dec 2007
HFCGX	Hennessy Cornerstone Growth Fund	13.65%	—	Nov 1996
DLBMX	MassMutual Small Cap Opportunities Fund	13.58%	—	Jul 1998
NSMRX	Nuveen Small/Mid Cap Value Fund	13.51%	—	Dec 2006

Lowest-Cost Small Cap Blend Equities Mutual funds

The top Small Cap Blend Equities Mutual funds is FSSNX (0.03%). With an average expense ratio of 0.91%, Small Cap Blend Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
FSSNX	Fidelity Small Cap Index Fund	0.03%	—	Sep 2011
VSCPX	Vanguard Small-Cap Index Fund Institutional Plus S...	0.03%	—	Dec 2010
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	0.04%	177.40B	Jul 1997
SWSSX	Schwab Small-Cap Index Fund-Select Shares	0.04%	7.51B	May 1997
VSMAX	Vanguard Small-Cap Index Fund Admiral Shares	0.05%	177.40B	Nov 2000

Highest-Yield Small Cap Blend Equities Mutual funds

The top Small Cap Blend Equities Mutual funds is MSVVX (162.39%). Across the lineup, Small Cap Blend Equities Mutual funds show an average dividend yield of 6.77%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
MSVVX	Mesirow Small Company Sustainability Fund	162.39%	—	Dec 2018
STSVX	BNY Mellon Small Cap Value Fund	32.34%	—	Feb 2000
NWGSX	Nationwide WCM Focused Small Cap Fund	24.22%	—	Mar 2007
SLPAX	SEI Institutional Investments Trust Small Cap Fund	23.74%	—	Jun 1996
VSEAX	JPMorgan Small Cap Equity Fund	23.37%	—	Dec 1994

Top Mutual funds Categories

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