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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

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
DWS Small Cap Core FundSmall Cap Blend EquitiesJul 14, 20000.95%
2.64%
10.16%
1.18%
18
SEI Institutional Investments Trust Small/Mid Cap ...Small Cap Blend EquitiesDec 15, 20030.72%
1.75%
8.51%
7.60%
20
SouthernSun Small CapSmall Cap Blend EquitiesOct 1, 20031.30%
5.37%
8.87%
4.78%
43
SEI Institutional Managed Trust Tax-Managed Small/...Small Cap Blend EquitiesOct 31, 20001.11%
0.84%
8.38%
4.38%
32
Sterling Capital Stratton Small Cap Value FundSmall Cap Blend EquitiesApr 12, 19930.98%
6.72%
11.68%
19.00%
64
BNY Mellon Small Cap Value FundSmall Cap Blend EquitiesFeb 1, 20001.03%
4.66%
8.67%
36.41%
37
Schwab Small-Cap Equity Fund™Small Cap Blend EquitiesJul 1, 20031.08%
2.24%
9.10%
0.00%
29
Schwab Small-Cap Index Fund-Select SharesSmall Cap Blend EquitiesMay 19, 19970.04%
1.56%
9.95%
1.27%
57
TIAA-CREF Small-Cap Blend Index FundSmall Cap Blend EquitiesOct 1, 20020.05%
1.55%
9.85%
4.06%
55
TIAA-CREF Quant Small-Cap Equity FundSmall Cap Blend EquitiesOct 1, 20020.41%
1.94%
11.48%
8.94%
67
1290 GAMCO Small/Mid Cap Value FundSmall Cap Blend EquitiesNov 12, 20140.95%
7.87%
10.79%
3.66%
71
Timothy Plan Small Cap Value FundSmall Cap Blend EquitiesMar 24, 19941.52%
4.30%
8.39%
4.95%
16
T. Rowe Price Integrated US Small-Mid Cap Equity F...Small Cap Blend EquitiesFeb 26, 20160.87%
2.18%
11.68%
1.83%
49
T. Rowe Price Small-Cap Index FundSmall Cap Blend EquitiesDec 8, 20150.14%
1.57%
2.36%
36
Crossmark Steward Values-FocusedSmall-Mid Cap Enha...Small Cap Blend EquitiesJan 31, 19520.80%
3.39%
9.00%
8.47%
35
Thrivent Small Cap Stock Fund Class SSmall Cap Blend EquitiesJul 1, 19960.80%
-0.19%
11.87%
2.36%
19
Touchstone Small Cap FundSmall Cap Blend EquitiesSep 30, 20090.94%
-1.50%
9.21%
5.96%
19
TIAA-CREF Quant Small/Mid-Cap Equity FundSmall Cap Blend EquitiesAug 5, 20160.47%
3.63%
8.61%
66
USAA Small Cap Stock FundSmall Cap Blend EquitiesAug 2, 19991.10%
1.71%
9.01%
7.40%
45
VALIC Company I Small Cap Index FundSmall Cap Blend EquitiesMay 1, 19920.36%
1.36%
8.48%
6.03%
53

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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.

0%Annualized Volatility0%Annualized Return

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