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
PCFIX	PIMCO RAE PLUS Small Fund	Small Cap Value Equities	Sep 30, 2011	0.85%	0.62%	3.88%	2.97%	27
PCSVX	PACE Small/Medium Co Value Equity Investments	Small Cap Value Equities	Aug 24, 1995	1.02%	2.94%	7.80%	3.44%	22
PFSVX	iMGP SBH Focused Small Value Fund	Small Cap Value Equities	Jul 30, 2020	1.15%	-1.78%	—	4.33%	12
PMJIX	PIMCO RAE US Small Fund	Small Cap Value Equities	Jun 5, 2015	0.50%	1.20%	12.28%	3.12%	25
PPVIX	Principal SmallCap Value Fund II	Small Cap Value Equities	Jun 1, 2004	0.96%	4.46%	10.53%	8.50%	40
PRVIX	T. Rowe Price Small-Cap Value Fund Class I	Small Cap Value Equities	Aug 28, 2015	0.66%	4.60%	11.12%	22.10%	77
PSLAX	Putnam Small Cap Value Fund	Small Cap Value Equities	Apr 12, 1999	1.15%	2.01%	9.22%	6.68%	23
PSOPX	JPMorgan Small Cap Value Fund	Small Cap Value Equities	Jan 27, 1995	0.94%	4.67%	9.54%	8.86%	59
PSVIX	Virtus NFJ Small-Cap Value Fund	Small Cap Value Equities	Oct 1, 1991	0.82%	5.55%	6.44%	3.10%	24
PVCMX	Palm Valley Capital Fund Investor Class	Small Cap Value Equities	Apr 30, 2019	1.30%	0.66%	—	4.76%	38
PZVSX	Pzena Small Cap Value Fund	Small Cap Value Equities	Apr 27, 2016	1.52%	3.18%	—	2.26%	11
QRSVX	FPA Queens Road Small Cap Value Fund Investor Clas...	Small Cap Value Equities	Jun 13, 2002	0.94%	7.43%	—	4.14%	62
RSPFX	Victory RS Partners Fund	Small Cap Value Equities	Jul 12, 1995	1.45%	5.61%	11.05%	5.16%	21
RYMMX	Rydex S&P MidCap 400 Pure Value Fund	Small Cap Value Equities	Feb 20, 2004	2.26%	2.21%	8.99%	0.18%	19
RYPNX	Royce Opportunity Fund	Small Cap Value Equities	Nov 19, 1996	1.21%	7.12%	13.12%	8.99%	71
RYSEX	Royce Special Equity Fund	Small Cap Value Equities	May 1, 1998	1.20%	5.06%	7.75%	11.76%	49
RYTRX	Royce Total Return Fund	Small Cap Value Equities	Dec 15, 1993	1.25%	-0.43%	8.67%	13.03%	11
RYVFX	Royce Small-Cap Value Fund	Small Cap Value Equities	Jun 14, 2001	1.49%	4.93%	7.21%	9.69%	52
RYYCX	Rydex S&P SmallCap 600 Pure Value Fund	Small Cap Value Equities	Feb 20, 2004	2.26%	4.26%	6.50%	0.02%	39
SCVAX	Allspring Small Company Value Fund	Small Cap Value Equities	Jan 31, 2002	1.15%	7.66%	9.44%	5.46%	33

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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