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
FISVX	Fidelity Small Cap Value Index Fund	Small Cap Value Equities	Jul 11, 2019	0.05%	2.23%	—	2.13%	66
FMIUX	FMI Common Stock Fund Institutional Class	Small Cap Value Equities	Oct 31, 2016	0.84%	-1.53%	—	13.63%	9
FRMCX	Franklin MicroCap Value Fund	Small Cap Value Equities	Dec 12, 1995	1.23%	-1.50%	10.72%	15.47%	21
FRVLX	Franklin Small Cap Value Fund	Small Cap Value Equities	Mar 11, 1996	1.00%	1.63%	9.09%	7.86%	32
FSCCX	Nuveen Small Cap Value Fund	Small Cap Value Equities	Aug 1, 1994	0.95%	-1.53%	6.61%	1.11%	14
GCAVX	GMO U.S. Small Cap Value Fund	Small Cap Value Equities	Jul 2, 2019	0.42%	0.51%	—	2.92%	61
GOGFX	Victory Sycamore Small Company Opportunity Fund	Small Cap Value Equities	Aug 16, 1983	1.42%	1.13%	8.80%	5.92%	20
GSITX	Goldman Sachs Small Cap Value Insights Fund	Small Cap Value Equities	Jun 25, 2007	0.84%	2.77%	11.96%	4.71%	68
GTTTX	Goldman Sachs Small Cap Value Insights Fund Invest...	Small Cap Value Equities	Nov 30, 2007	0.95%	2.76%	13.11%	8.17%	66
HDSVX	Hodges Small Intrinsic Value Fund	Small Cap Value Equities	Dec 26, 2013	1.29%	-0.33%	8.57%	1.10%	20
HRTVX	Heartland Value Fund	Small Cap Value Equities	Dec 28, 1984	1.04%	4.83%	10.76%	8.86%	78
HRVIX	Heartland Value Plus Fund	Small Cap Value Equities	Oct 26, 1993	1.15%	2.25%	7.92%	0.61%	22
HSMYX	Hartford Small Cap Value Fund	Small Cap Value Equities	Dec 31, 2004	0.85%	0.00%	9.24%	6.68%	19
HUMDX	Huber Mid Cap Value Fund	Small Cap Value Equities	Dec 31, 2015	1.40%	0.34%	7.39%	0.76%	34
HUSIX	Huber Small Cap Value Fund	Small Cap Value Equities	Jun 29, 2007	1.75%	-0.07%	8.83%	1.08%	28
HWSAX	Hotchkis & Wiley Small Cap Value Fund Class A	Small Cap Value Equities	Jun 10, 2000	1.21%	7.13%	9.77%	0.65%	32
HWSIX	Hotchkis & Wiley Small Cap Value Fund	Small Cap Value Equities	Sep 20, 1985	1.06%	7.19%	10.01%	0.94%	32
HWVIX	Hotchkis & Wiley Small Cap Diversified Value Fund	Small Cap Value Equities	Jun 30, 2014	0.80%	4.22%	9.97%	1.09%	33
ICISX	VY Columbia Small Cap Value II Portfolio	Small Cap Value Equities	Apr 28, 2006	0.92%	2.86%	9.37%	27.17%	35
JASCX	James Small Cap Fund	Small Cap Value Equities	Oct 2, 1998	1.56%	1.60%	8.53%	3.33%	51

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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