The Best Small Cap Value Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 132 Small Cap Value Equities mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.

Category: Small Cap Value Equities

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
ABYSX	AB Discovery Value Fund	Small Cap Value Equities	Mar 29, 2001	0.83%	-1.53%	7.08%	6.89%
ADKSX	Adirondack Small Cap Fund	Small Cap Value Equities	Apr 6, 2005	1.43%	-2.27%	5.40%	0.00%
ANCIX	Ancora MicroCap Fund	Small Cap Value Equities	Sep 2, 2008	1.74%	-0.30%	5.66%	4.59%
ARSMX	AMG River Road Small-Mid Cap Value Fund	Small Cap Value Equities	Mar 29, 2007	1.27%	2.15%	9.06%	3.81%
ARSVX	AMG River Road Small Cap Value Fund	Small Cap Value Equities	Jun 28, 2005	1.35%	2.04%	8.60%	4.69%
ASVIX	American Century Small Cap Value Fund	Small Cap Value Equities	Jul 31, 1998	1.09%	-2.25%	8.59%	0.98%
AVALX	Aegis Value Fund	Small Cap Value Equities	May 15, 1998	1.50%	2.91%	9.61%	2.17%
AVFIX	American Beacon Small Cap Value Fund	Small Cap Value Equities	Dec 31, 1998	0.81%	-3.17%	7.06%	5.07%
AVUVX	Avantis U.S. Small Cap Value Fund	Small Cap Value Equities	Dec 4, 2019	0.25%	-2.03%	—	1.60%
AXVIX	Acclivity Small Cap Value Fund	Small Cap Value Equities	Dec 31, 2018	3.64%	-4.94%	—	1.05%
BOSVX	Bridgeway Omni Small-Cap Value Fund	Small Cap Value Equities	Aug 31, 2011	0.60%	-6.83%	7.23%	9.18%
BPSCX	Boston Partners Small Cap Value Fund II	Small Cap Value Equities	Jul 1, 1998	1.24%	-1.88%	5.79%	13.53%
BRSIX	Bridgeway Ultra Small Company Market Fund	Small Cap Value Equities	Jul 31, 1997	0.78%	-3.36%	4.63%	0.93%
BRSVX	Bridgeway Small Cap Value Fund	Small Cap Value Equities	Oct 31, 2003	0.83%	-6.67%	8.69%	2.83%
BRUSX	Bridgeway Ultra Small Company Fund	Small Cap Value Equities	Aug 5, 1994	1.26%	-3.01%	4.87%	5.13%
BSCMX	Brandes Small Cap Value Fund	Small Cap Value Equities	Jan 2, 2018	0.91%	5.39%	—	2.78%
CSCVX	CornerCap Small-Cap Value Fund	Small Cap Value Equities	Sep 30, 1992	1.30%	-3.70%	7.78%	1.18%
CSMIX	Columbia Small Cap Value Fund I	Small Cap Value Equities	Jul 25, 1986	1.26%	-4.04%	7.65%	7.88%
CUSIX	Cullen Small Cap Value Fund	Small Cap Value Equities	Oct 1, 2009	1.00%	-5.13%	4.58%	2.06%
CWSIX	Chartwell Small Cap Value Fund	Small Cap Value Equities	Mar 16, 2012	1.05%	-3.63%	4.85%	1.15%

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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