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 133 Small Cap Value Equities mutual funds.

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

Category: Small Cap Value Equities

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
FSCCX	Nuveen Small Cap Value Fund	Small Cap Value Equities	Aug 1, 1994	0.95%	2.46%	6.32%	1.00%
FSVVX	Clifford Capital Focused Small Cap Value Fund	Small Cap Value Equities	Oct 1, 2019	3.01%	-9.16%	—	2.85%
GCAVX	GMO U.S. Small Cap Value Fund	Small Cap Value Equities	Jul 2, 2019	0.42%	1.21%	—	1.82%
GOGFX	Victory Sycamore Small Company Opportunity Fund	Small Cap Value Equities	Aug 16, 1983	1.42%	-1.71%	8.85%	6.99%
GSITX	Goldman Sachs Small Cap Value Insights Fund	Small Cap Value Equities	Jun 25, 2007	0.84%	1.06%	8.37%	1.34%
HDSVX	Hodges Small Intrinsic Value Fund	Small Cap Value Equities	Dec 26, 2013	1.29%	0.26%	8.68%	0.06%
HRTVX	Heartland Value Fund	Small Cap Value Equities	Dec 28, 1984	1.04%	2.76%	5.70%	5.50%
HRVIX	Heartland Value Plus Fund	Small Cap Value Equities	Oct 26, 1993	1.15%	-3.54%	4.92%	1.49%
HSMYX	Hartford Small Cap Value Fund	Small Cap Value Equities	Dec 31, 2004	0.85%	0.40%	6.60%	3.34%
HUMDX	Huber Mid Cap Value Fund	Small Cap Value Equities	Dec 31, 2015	1.40%	3.26%	—	1.11%
HUSIX	Huber Small Cap Value Fund	Small Cap Value Equities	Jun 29, 2007	1.75%	-0.70%	4.59%	0.34%
HWSAX	Hotchkis & Wiley Small Cap Value Fund Class A	Small Cap Value Equities	Jun 10, 2000	1.21%	2.40%	7.03%	1.75%
HWSIX	Hotchkis & Wiley Small Cap Value Fund	Small Cap Value Equities	Sep 20, 1985	1.06%	2.48%	7.27%	1.86%
HWVIX	Hotchkis & Wiley Small Cap Diversified Value Fund	Small Cap Value Equities	Jun 30, 2014	0.80%	-2.00%	—	8.70%
ICISX	VY Columbia Small Cap Value II Portfolio	Small Cap Value Equities	Apr 28, 2006	0.92%	2.59%	7.86%	7.49%
ICMAX	Intrepid Small Cap Fund	Small Cap Value Equities	Oct 3, 2005	1.31%	-1.25%	1.59%	0.82%
JASCX	James Small Cap Fund	Small Cap Value Equities	Oct 2, 1998	1.56%	5.03%	5.57%	0.55%
JESVX	John Hancock Variable Insurance Trust Small Cap Va...	Small Cap Value Equities	Apr 28, 2005	1.04%	-1.09%	3.99%	9.51%
JMCRX	James Micro Cap Fund	Small Cap Value Equities	Jul 1, 2010	1.51%	1.90%	7.74%	0.61%
JSCBX	John Hancock Funds II Small Cap Value Fund	Small Cap Value Equities	Dec 16, 2008	1.16%	-1.04%	6.48%	11.19%

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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