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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 123 Small Cap Value Equities mutual funds.

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

Year-to-Date Return

< 0.0%
—
> 10.0%

10-Year Annualized Return

< 0.0%
—
> 10.0%

Sharpe Ratio

< 0.0
—
> 0.1

Omega ratio

< 0.0
—
> 0.1

Sortino ratio

< 0.0
—
> 0.1

Calmar ratio

< 0.0
—
> 0.1

Ulcer Index

< 0.0%
—
> 10.0%

10Y Volatility

< 0.0%
—
> 10.0%

Maximum Drawdown

< 0.0%
—
> 10.0%

Dividend Yield

< 0.0%
—
> 10.0%
SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
DASCXDean Small Cap Value FundSmall Cap Value EquitiesMay 28, 19971.13%-5.5%6.5%1.4%-66.2%0.20.71.10.36.3%
DCSVXDunham Small Cap Value FundSmall Cap Value EquitiesDec 10, 20042.05%-0.3%5.2%10.3%-67.0%0.40.91.10.58.3%
DEVLXDelaware Small Cap Value FundSmall Cap Value EquitiesJun 24, 19871.11%-2.1%6.4%4.5%-60.1%0.30.81.10.49.1%
DFFVXDFA U.S. Targeted Value PortfolioSmall Cap Value EquitiesFeb 23, 20000.29%3.9%8.1%4.9%-64.2%0.71.31.20.97.3%
DFSVXDFA U.S. Small Cap Value Portfolio ISmall Cap Value EquitiesMar 2, 19930.30%3.1%7.6%6.6%-66.7%0.71.31.20.97.4%
DHSCXDiamond Hill Small Cap FundSmall Cap Value EquitiesDec 29, 20001.26%6.5%4.7%17.1%-53.1%0.51.11.10.86.0%
DRSVXFoundry Partners Fundamental Small Cap Value FundSmall Cap Value EquitiesDec 31, 20031.28%5.5%7.3%10.9%-54.9%0.91.71.21.46.5%
ESPAXAllspring Special Small Cap Value FundSmall Cap Value EquitiesMay 7, 19931.24%5.6%7.7%5.9%-69.2%0.71.41.21.16.1%
FCPVXFidelity Small Cap Value FundSmall Cap Value EquitiesNov 3, 20040.99%3.1%8.5%4.5%-57.6%0.51.11.10.77.2%
FCVAXFidelity Advisor Small Cap Value Fund Class ASmall Cap Value EquitiesNov 3, 20041.26%2.9%8.1%4.5%-57.8%0.51.11.10.77.2%
FCVCXFidelity Advisor Small Cap Value Fund Class CSmall Cap Value EquitiesNov 3, 20042.02%2.4%7.3%5.4%-58.4%0.41.01.10.67.4%
FCVIXFidelity Advisor Small Cap Value Fund Class ISmall Cap Value EquitiesNov 3, 20040.99%3.1%8.5%4.5%-57.6%0.51.11.10.77.2%
FCVTXFidelity Advisor Small Cap Value Fund Class MSmall Cap Value EquitiesNov 3, 20041.50%2.7%7.8%4.7%-58.0%0.51.01.10.77.3%
FIKNXFidelity Advisor Small Cap Value Fund Class ZSmall Cap Value EquitiesOct 2, 20180.87%3.2%N/A4.6%-44.1%0.51.11.10.77.2%
FISVXFidelity Small Cap Value Index FundSmall Cap Value EquitiesJul 11, 20190.05%-0.4%N/A2.4%-44.7%0.20.71.10.38.9%
FRMCXFranklin MicroCap Value FundSmall Cap Value EquitiesDec 12, 19951.23%0.3%5.5%6.1%-56.8%0.71.31.10.78.0%
FRVLXFranklin Small Cap Value FundSmall Cap Value EquitiesMar 11, 19961.00%0.7%6.5%3.2%-60.3%0.51.11.10.87.2%
FSCCXNuveen Small Cap Value FundSmall Cap Value EquitiesAug 1, 19940.95%0.3%5.8%1.2%-58.4%0.30.91.10.47.6%
FSVVXClifford Capital Focused Small Cap Value FundSmall Cap Value EquitiesOct 1, 20193.01%4.4%N/A5.3%-43.4%0.71.31.20.98.9%
GCAVXGMO U.S. Small Cap Value FundSmall Cap Value EquitiesJul 2, 20190.42%7.7%N/A2.7%-48.2%0.81.61.21.16.8%

21–40 of 123

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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