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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
Private Capital Management Value FundSmall Cap Blend EquitiesMay 28, 20101.20%
-6.00%
10.64%
2.28%
6
Vanguard Russell 2000 Index Fund Institutional Sha...Small Cap Blend EquitiesDec 22, 20100.08%
1.55%
9.98%
1.25%
56
Vanguard Small-Cap Index Fund Institutional SharesSmall Cap Blend EquitiesJul 7, 19970.04%
2.53%
10.57%
1.34%
41
Vanguard Small-Cap Index Fund Institutional Plus S...Small Cap Blend EquitiesDec 17, 20100.03%
2.54%
10.58%
1.35%
41
JPMorgan Small Cap Equity FundSmall Cap Blend EquitiesDec 20, 19941.27%
-1.51%
7.93%
25.84%
6
Vanguard Small-Cap Index Fund Admiral SharesSmall Cap Blend EquitiesNov 13, 20000.05%
2.53%
10.56%
1.33%
41
Vanguard S&P Small-Cap 600 Index Fund Institutiona...Small Cap Blend EquitiesApr 1, 20110.08%
4.09%
9.94%
1.34%
40
Victory Sycamore Small Company Opportunity Fund Cl...Small Cap Blend EquitiesDec 15, 20150.85%
4.54%
9.73%
5.56%
22
Vanguard Strategic Small-Cap Equity FundSmall Cap Blend EquitiesApr 24, 20060.26%
3.14%
11.39%
7.32%
71
Vanguard Tax-Managed Small-Cap Fund Admiral SharesSmall Cap Blend EquitiesMar 25, 19990.09%
4.24%
9.89%
1.29%
40
Vanguard Tax-Managed Small-Cap Fund Institutional ...Small Cap Blend EquitiesApr 21, 19990.06%
4.25%
9.92%
1.31%
40
Vulcan Value Partners Small Cap FundSmall Cap Blend EquitiesDec 30, 20091.25%
-7.09%
3.19%
2.56%
8
William Blair Small-Mid Cap Core FundSmall Cap Blend EquitiesOct 1, 20191.25%
-0.72%
3.01%
13
TETON Westwood Mighty Mites FundSmall Cap Blend EquitiesMay 11, 19981.41%
8.11%
8.51%
21.09%
70
TETON Westwood SmallCap Equity FundSmall Cap Blend EquitiesApr 15, 19971.25%
10.78%
13.56%
6.77%
85
Westwood Quality SmallCap FundSmall Cap Blend EquitiesApr 2, 20070.92%
4.66%
8.70%
5.84%
16
Wasatch Small Cap Value FundSmall Cap Blend EquitiesDec 17, 19971.16%
1.45%
10.07%
6.10%
11
Zacks Small-Cap Core FundSmall Cap Blend EquitiesJun 30, 20111.39%
1.51%
11.26%
0.00%
50

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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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