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: 5.60%
Avg. 1 Year Return: 33.67%
Median Risk/Return Score: 59 / 100

128 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FRMCX	Franklin MicroCap Value Fund	Small Cap Value Equities	Dec 12, 1995	1.23%	13.78%	12.03%	13.40%	33
FRVLX	Franklin Small Cap Value Fund	Small Cap Value Equities	Mar 11, 1996	1.00%	19.28%	10.30%	6.70%	57
FSCCX	Nuveen Small Cap Value Fund	Small Cap Value Equities	Aug 1, 1994	0.95%	15.78%	7.83%	0.95%	40
GCAVX	GMO U.S. Small Cap Value Fund	Small Cap Value Equities	Jul 2, 2019	0.42%	18.50%	—	2.48%	78
GOGFX	Victory Sycamore Small Company Opportunity Fund	Small Cap Value Equities	Aug 16, 1983	1.42%	17.92%	10.07%	5.08%	47
GSITX	Goldman Sachs Small Cap Value Insights Fund	Small Cap Value Equities	Jun 25, 2007	0.84%	21.88%	13.50%	3.97%	86
GTTTX	Goldman Sachs Small Cap Value Insights Fund Invest...	Small Cap Value Equities	Nov 30, 2007	0.95%	21.83%	14.66%	6.89%	85
HDSVX	Hodges Small Intrinsic Value Fund	Small Cap Value Equities	Dec 26, 2013	1.29%	21.79%	10.88%	0.90%	51
HRTVX	Heartland Value Fund	Small Cap Value Equities	Dec 28, 1984	1.04%	21.67%	12.03%	7.63%	83
HRVIX	Heartland Value Plus Fund	Small Cap Value Equities	Oct 26, 1993	1.15%	21.78%	9.59%	0.51%	59
HSMYX	Hartford Small Cap Value Fund	Small Cap Value Equities	Dec 31, 2004	0.85%	18.21%	11.09%	5.65%	52
HUMDX	Huber Mid Cap Value Fund	Small Cap Value Equities	Dec 31, 2015	1.40%	12.16%	8.22%	0.68%	45
HUSIX	Huber Small Cap Value Fund	Small Cap Value Equities	Jun 29, 2007	1.75%	12.31%	9.75%	0.96%	29
HWSAX	Hotchkis & Wiley Small Cap Value Fund Class A	Small Cap Value Equities	Jun 10, 2000	1.21%	15.33%	10.59%	0.60%	33
HWSIX	Hotchkis & Wiley Small Cap Value Fund	Small Cap Value Equities	Sep 20, 1985	1.06%	15.44%	10.83%	0.87%	34
HWVIX	Hotchkis & Wiley Small Cap Diversified Value Fund	Small Cap Value Equities	Jun 30, 2014	0.80%	16.08%	10.89%	0.98%	52
ICISX	VY Columbia Small Cap Value II Portfolio	Small Cap Value Equities	Apr 28, 2006	0.92%	21.34%	10.94%	23.03%	87
JASCX	James Small Cap Fund	Small Cap Value Equities	Oct 2, 1998	1.56%	18.64%	10.37%	2.85%	65
JESVX	John Hancock Variable Insurance Trust Small Cap Va...	Small Cap Value Equities	Apr 28, 2005	1.04%	22.28%	—	9.59%	67
JMCRX	James Micro Cap Fund	Small Cap Value Equities	Jul 1, 2010	1.51%	18.52%	9.64%	0.86%	54

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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Time Period

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 (91) and TSLTX (91). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
MMEYX	Victory Integrity Discovery Fund	91	—	Dec 1996
TSLTX	Transamerica Small Cap Value	91	—	Jan 2003
WSCVX	Walthausen Small Cap Value Fund	90	—	Feb 2008
FESCX	First Eagle Small Cap Opportunity Fund	89	—	Apr 2021
AVALX	Aegis Value Fund	88	—	May 1998

Best-Performing Small Cap Value Equities Mutual funds Over 5 Years

The top Small Cap Value Equities Mutual funds is AVALX (21.59%). Across the lineup, Small Cap Value Equities Mutual funds show an average 1-year return of 33.67% and an average 5-year return of 9.14%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
AVALX	Aegis Value Fund	21.59%	—	May 1998
VSCAX	Invesco Small Cap Value Fund	21.19%	—	Jun 1999
GTTTX	Goldman Sachs Small Cap Value Insights Fund Invest...	16.64%	—	Nov 2007
BSCMX	Brandes Small Cap Value Fund	16.32%	—	Jan 2018
JASCX	James Small Cap Fund	14.68%	—	Oct 1998

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
FISVX	Fidelity Small Cap Value Index Fund	0.05%	—	Jul 2019
VSIIX	Vanguard Small-Cap Value Index Fund Institutional ...	0.06%	—	Dec 1999
VSIAX	Vanguard Small-Cap Value Index Fund Admiral Shares	0.07%	65.50B	Sep 2011
VSMVX	Vanguard S&P Small-Cap 600 Value Index Fund Instit...	0.08%	—	Nov 2014
VRTVX	Vanguard Russell 2000 Value Index Fund Institution...	0.08%	—	Jul 2012

Highest-Yield Small Cap Value Equities Mutual funds

The top Small Cap Value Equities Mutual funds is NOSGX (37.31%). Across the lineup, Small Cap Value Equities Mutual funds show an average dividend yield of 5.60%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
NOSGX	Northern Small Cap Value Fund	37.31%	—	Mar 1994
ICISX	VY Columbia Small Cap Value II Portfolio	23.03%	—	Apr 2006
CWSIX	Chartwell Small Cap Value Fund	18.40%	—	Mar 2012
VVSCX	VALIC Company I Small Cap Value Fund	16.31%	—	Aug 2006
FRMCX	Franklin MicroCap Value Fund	13.40%	—	Dec 1995

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