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
NSMRX	Nuveen Small/Mid Cap Value Fund	Small Cap Blend Equities	Dec 15, 2006	1.05%	2.30%	11.18%	6.73%	38
NSMVX	North Star Micro Cap Fund	Small Cap Blend Equities	May 31, 2013	1.30%	2.61%	8.92%	3.62%	18
NWGSX	Nationwide WCM Focused Small Cap Fund	Small Cap Blend Equities	Mar 1, 2007	0.89%	-7.26%	6.96%	27.68%	3
ORSIX	North Square Dynamic Small Cap Fund	Small Cap Blend Equities	Sep 30, 2015	1.36%	2.47%	12.49%	2.75%	49
OSSIX	Invesco Main Street Small Cap Fund	Small Cap Blend Equities	May 17, 2013	0.68%	-0.22%	10.53%	8.13%	18
PCKPX	PIMCO StocksPLUS Small Fund	Small Cap Blend Equities	Apr 30, 2008	0.80%	0.37%	9.47%	4.22%	42
PENNX	Royce Pennsylvania Mutual Fund	Small Cap Blend Equities	Oct 31, 1972	0.92%	5.09%	10.88%	6.38%	58
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%	4.55%	11.00%	21.79%	78
PSBMX	Principal SmallCap Fund	Small Cap Blend Equities	Dec 6, 2000	1.31%	-0.40%	9.52%	5.61%	50
PSCSX	PIMCO StocksPLUS Small Fund	Small Cap Blend Equities	Mar 31, 2006	0.70%	0.48%	10.30%	4.16%	42
PSSMX	Principal SmallCap S&P 600 Index Fund	Small Cap Blend Equities	Dec 6, 2000	0.73%	3.88%	9.96%	9.61%	37
PVFAX	Paradigm Value Fund	Small Cap Blend Equities	Dec 31, 2002	1.50%	0.95%	10.26%	20.46%	36
PVIVX	Paradigm Micro-cap Fund	Small Cap Blend Equities	Dec 31, 2007	1.25%	3.95%	11.91%	15.33%	19
PXSCX	Pax Small Cap Fund	Small Cap Blend Equities	Mar 27, 2008	1.15%	-1.21%	7.50%	6.55%	43
QISCX	Federated Hermes MDT Small Cap Core Fund	Small Cap Blend Equities	Sep 15, 2005	0.89%	-0.95%	11.25%	8.04%	55
QSMLX	AQR Small Cap Multi-Style Fund	Small Cap Blend Equities	Mar 26, 2013	0.72%	3.80%	10.88%	9.93%	70
REBYX	Russell Investments U.S. Small Cap Equity Fund	Small Cap Blend Equities	Mar 29, 2000	0.90%	2.89%	8.40%	8.05%	50
RIVSX	River Oak Discovery Fund	Small Cap Blend Equities	Jun 30, 2005	1.18%	8.14%	10.02%	0.27%	66
RPMAX	Reinhart Genesis PMV Fund	Small Cap Blend Equities	May 31, 2018	1.20%	2.31%	—	7.51%	22

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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