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.

Category is Small Cap Value Equities

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
CUSIX	Cullen Small Cap Value Fund	Small Cap Value Equities	Oct 1, 2009	1.00%	-4.18%	6.29%	1.13%	8
CWSIX	Chartwell Small Cap Value Fund	Small Cap Value Equities	Mar 16, 2012	1.05%	3.65%	7.11%	21.54%	25
DAABX	DFA U.S. Sustainability Targeted Value Portfolio	Small Cap Value Equities	Oct 5, 2020	0.36%	-0.90%	—	1.45%	34
DASCX	Dean Small Cap Value Fund	Small Cap Value Equities	May 28, 1997	1.13%	2.13%	7.30%	1.95%	33
DCSVX	Dunham Small Cap Value Fund	Small Cap Value Equities	Dec 10, 2004	2.05%	2.51%	6.13%	7.29%	55
DEVLX	Delaware Small Cap Value Fund	Small Cap Value Equities	Jun 24, 1987	1.11%	3.11%	8.78%	13.34%	41
DFFVX	DFA U.S. Targeted Value Portfolio	Small Cap Value Equities	Feb 23, 2000	0.29%	3.27%	10.23%	1.66%	54
DFSVX	DFA U.S. Small Cap Value Portfolio I	Small Cap Value Equities	Mar 2, 1993	0.30%	4.70%	10.61%	1.66%	57
DHSCX	Diamond Hill Small Cap Fund	Small Cap Value Equities	Dec 29, 2000	1.26%	0.74%	8.55%	5.76%	69
DHSIX	Diamond Hill Small Cap Fund Class I	Small Cap Value Equities	Dec 29, 2000	0.97%	0.83%	8.87%	5.69%	68
DRSVX	Foundry Partners Fundamental Small Cap Value Fund	Small Cap Value Equities	Dec 31, 2003	1.28%	4.14%	8.67%	0.93%	41
ESPAX	Allspring Special Small Cap Value Fund	Small Cap Value Equities	May 7, 1993	1.24%	-1.86%	7.26%	8.41%	7
ESPRX	Allspring Special Small Cap Value Fund Class R6	Small Cap Value Equities	Oct 31, 2014	0.82%	-1.74%	7.83%	8.55%	6
FCPVX	Fidelity Small Cap Value Fund	Small Cap Value Equities	Nov 3, 2004	0.99%	-0.85%	9.45%	10.24%	28
FCVAX	Fidelity Advisor Small Cap Value Fund Class A	Small Cap Value Equities	Nov 3, 2004	1.26%	-0.94%	9.03%	10.39%	25
FCVCX	Fidelity Advisor Small Cap Value Fund Class C	Small Cap Value Equities	Nov 3, 2004	2.02%	-1.11%	8.21%	12.49%	23
FCVIX	Fidelity Advisor Small Cap Value Fund Class I	Small Cap Value Equities	Nov 3, 2004	0.99%	-0.85%	9.44%	10.18%	27
FCVTX	Fidelity Advisor Small Cap Value Fund Class M	Small Cap Value Equities	Nov 3, 2004	1.50%	-0.99%	8.78%	10.80%	25
FESCX	First Eagle Small Cap Opportunity Fund	Small Cap Value Equities	Apr 26, 2021	1.00%	3.36%	—	1.00%	71
FIKNX	Fidelity Advisor Small Cap Value Fund Class Z	Small Cap Value Equities	Oct 2, 2018	0.87%	-0.85%	—	10.33%	27

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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