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
JESVX	John Hancock Variable Insurance Trust Small Cap Va...	Small Cap Value Equities	Apr 28, 2005	1.04%	0.41%	—	11.67%	8
JMCRX	James Micro Cap Fund	Small Cap Value Equities	Jul 1, 2010	1.51%	6.99%	8.47%	0.95%	50
JSIVX	Janus Henderson Small Cap Value Fund	Small Cap Value Equities	Feb 14, 1985	0.81%	3.32%	8.59%	3.94%	36
KSDIX	Keeley Small Cap Dividend Value Fund	Small Cap Value Equities	Dec 1, 2009	1.17%	8.26%	9.20%	4.23%	46
LMVYX	Lord Abbett Focused Small Cap Value Fund	Small Cap Value Equities	Jul 9, 1999	0.97%	1.34%	8.60%	4.46%	15
LRSCX	Lord Abbett Small Cap Value Fund	Small Cap Value Equities	Dec 13, 1995	1.17%	1.32%	6.58%	6.59%	17
LSVQX	LSV Small Cap Value Fund	Small Cap Value Equities	Feb 28, 2013	0.83%	3.20%	8.11%	7.87%	28
MAVKX	Mutual of America Small Cap Value Fund	Small Cap Value Equities	Nov 29, 2021	0.82%	2.20%	—	5.03%	13
MMEYX	Victory Integrity Discovery Fund	Small Cap Value Equities	Dec 26, 1996	1.38%	9.11%	11.00%	8.88%	80
MXLSX	Great-West Small Cap Value Fund	Small Cap Value Equities	Nov 1, 1994	1.09%	4.19%	8.44%	0.46%	28
NDVAX	MFS New Discovery Value Fund Class A	Small Cap Value Equities	May 26, 2011	1.21%	1.38%	9.90%	10.48%	13
NDVIX	MFS New Discovery Value Fund	Small Cap Value Equities	May 26, 2011	0.93%	2.08%	10.01%	10.54%	14
NOSGX	Northern Small Cap Value Fund	Small Cap Value Equities	Mar 31, 1994	1.00%	5.47%	7.87%	41.71%	48
NSDVX	North Star Dividend Fund	Small Cap Value Equities	May 31, 2013	1.37%	8.39%	6.83%	3.05%	17
NSVAX	Columbia Small Cap Value Fund II	Small Cap Value Equities	May 1, 2002	1.02%	5.24%	9.53%	15.10%	60
NWHFX	Nationwide Bailard Cognitive Value Fund	Small Cap Value Equities	May 30, 2001	1.00%	5.84%	9.78%	10.94%	65
OFSAX	Olstein Strategic Opportunities Fund	Small Cap Value Equities	Nov 1, 2006	1.60%	-3.32%	6.21%	2.72%	14
OISVX	Optimum Small-Mid Cap Value Fund	Small Cap Value Equities	Aug 1, 2003	1.18%	1.23%	6.80%	6.53%	16
OWLLX	Channing Intrinsic Value Small-Cap Fund	Small Cap Value Equities	Jun 29, 2021	0.95%	4.20%	—	0.62%	51
PCFAX	PIMCO RAE PLUS Small Fund	Small Cap Value Equities	Sep 30, 2011	1.21%	0.46%	3.25%	2.96%	26

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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