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 Small Cap Value Equities mutual funds.
- Number of Funds
- 130
- Avg. Expense Ratio
- 1.07%
- Avg. Yield
- 5.65%
- Avg. 1 Year Return
- 31.12%
- Median Risk/Return Score
- 78 / 100
The Best Small Cap Value Equities Mutual Funds
128 results
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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5 Years
Best Small Cap Value Equities Mutual funds by Risk/Return Score
The top Small Cap Value Equities Mutual funds by PortfoliosLab Risk/Return Score are MMEYX (95) and TASCX (94).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | |
| Third Avenue Small Cap Value Fund | 94 | — | Apr 1997 | |
| Aegis Value Fund Class I | 94 | — | May 1998 | |
| Royce Special Equity Fund | 94 | — | May 1998 | |
| PGIM Quant Solutions Small-Cap Value Fund | 93 | — | Jan 1993 |
Best-Performing Small Cap Value Equities Mutual funds Over 5 Years
The top Small Cap Value Equities Mutual funds is AVALX (22.70%).
Across the lineup, Small Cap Value Equities Mutual funds show an average 1-year return of 31.12% and an average 5-year return of 9.61%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Aegis Value Fund Class I | 22.70% | — | May 1998 | |
| Invesco Small Cap Value Fund | 19.52% | — | Jun 1999 | |
| Brandes Small Cap Value Fund | 17.32% | — | Jan 2018 | |
| Goldman Sachs Small Cap Value Insights Fund Invest... | 17.11% | — | Nov 2007 | |
| Goldman Sachs Small Cap Value Insights Fund | 14.58% | — | Jun 2007 |
Lowest-Cost Small Cap Value Equities Mutual funds
The top Small Cap Value Equities Mutual funds is FISVX (0.05%).
With an average expense ratio of 1.07%, Small Cap Value 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 |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 |
Highest-Yield Small Cap Value Equities Mutual funds
The top Small Cap Value Equities Mutual funds is NOSGX (36.06%).
Across the lineup, Small Cap Value Equities Mutual funds show an average dividend yield of 5.65%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Northern Small Cap Value Fund | 36.06% | — | Mar 1994 | |
| VY Columbia Small Cap Value II Portfolio | 22.36% | — | Apr 2006 | |
| Chartwell Small Cap Value Fund | 17.86% | — | Mar 2012 | |
| VALIC Company I Small Cap Value Fund | 16.00% | — | Aug 2006 | |
| Columbia Small Cap Value Fund II | 14.99% | — | May 2002 |
Top Mutual funds Categories
Target Retirement Date · 681 Mutual fundsDiversified Portfolio · 562 Mutual fundsMunicipal Bonds · 505 Mutual fundsForeign Large Cap Equities · 457 Mutual fundsLarge Cap Growth Equities · 433 Mutual fundsLarge Cap Blend Equities · 406 Mutual fundsLarge Cap Value Equities · 331 Mutual fundsGlobal Equities · 264 Mutual fundsEmerging Markets Equities · 219 Mutual fundsHigh Yield Bonds · 210 Mutual fundsSmall Cap Blend Equities · 179 Mutual fundsSmall Cap Growth Equities · 175 Mutual fundsMid Cap Growth Equities · 169 Mutual fundsShort-Term Bond · 144 Mutual fundsIntermediate Core-Plus Bond · 139 Mutual fundsMid Cap Blend Equities · 131 Mutual fundsMid Cap Value Equities · 116 Mutual fundsREIT · 114 Mutual fundsIntermediate Core Bond · 112 Mutual fundsMultisector Bonds · 107 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 99 Mutual fundsEnergy Equities · 95 Mutual fundsTotal Bond Market · 93 Mutual fundsGlobal Allocation · 88 Mutual fundsDividend · 87 Mutual fundsTactical Allocation · 85 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTechnology Equities · 81 Mutual fundsNontraditional Bonds · 76 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
VSIAX vs. VBRVSIAX vs. VSGAXVSIAX vs. VINIXVSIAX vs. VOOVSIAX vs. SWSSXDFSVX vs. AVUVDFSVX vs. DFSVDFSVX vs. VOODFSVX vs. DFSCXDFSVX vs. FSMAXFISVX vs. AVUVFISVX vs. FSSNXFISVX vs. VBRFISVX vs. IJSFISVX vs. FXAIXAVUVX vs. AVUVAVUVX vs. SCHDAVUVX vs. RWJAVUVX vs. AVDVXAVUVX vs. ADVDXDFFVX vs. AVUVDFFVX vs. VBRDFFVX vs. VISVXDFFVX vs. VOODFFVX vs. VEXRXAVALX vs. WMICXAVALX vs. NSDVXAVALX vs. HWSIXAVALX vs. TASCXAVALX vs. SPYFCPVX vs. AVUVFCPVX vs. VBRFCPVX vs. XSMOFCPVX vs. FDSCXFCPVX vs. FEDDXVSIIX vs. VRTIXVSIIX vs. VSMAXVSIIX vs. IJRVSIIX vs. VIOVVSIIX vs. FSKAXVSCAX vs. VFIAXVSCAX vs. BRSVXVSCAX vs. HFMDXVSCAX vs. SCETXVSCAX vs. VTIPMJIX vs. FSSNXPMJIX vs. DEVLXPMJIX vs. FFLEXPMJIX vs. DAABXPMJIX vs. VSMAX