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
SCYVX	AB Small Cap Value Portfolio	Small Cap Value Equities	Dec 3, 2014	0.92%	8.13%	8.02%	4.50%	32
SESVX	SEI Institutional Managed Trust Small Cap Value Fu...	Small Cap Value Equities	Dec 20, 1994	1.14%	3.13%	8.06%	8.87%	51
SHDPX	American Beacon Shapiro SMID Cap Equity Fund	Small Cap Value Equities	Sep 12, 2017	2.31%	-9.03%	—	7.95%	6
SMVSX	Invesco Small Cap Value Fund Class R6	Small Cap Value Equities	Feb 7, 2017	0.72%	10.72%	—	7.72%	75
SNWIX	Easterly Snow Capital Small Cap Value Fund	Small Cap Value Equities	Nov 30, 2010	1.25%	-2.92%	11.05%	4.08%	54
SPSCX	Sterling Capital Behavioral Small Cap Value Equity...	Small Cap Value Equities	Jan 2, 1997	0.81%	5.37%	9.40%	10.21%	51
SSCVX	Columbia Select Small Cap Value Fund	Small Cap Value Equities	Apr 25, 1997	1.28%	9.11%	8.65%	10.05%	55
SVPIX	ProFunds Small Cap Value Fund	Small Cap Value Equities	Sep 4, 2001	1.61%	3.74%	7.44%	0.00%	35
TASCX	Third Avenue Small Cap Value Fund	Small Cap Value Equities	Apr 1, 1997	1.15%	8.00%	10.37%	3.50%	80
TASVX	PGIM Quant Solutions Small-Cap Value Fund	Small Cap Value Equities	Jan 5, 1993	0.79%	5.64%	10.23%	1.22%	72
TDVFX	Towle Deep Value Fund	Small Cap Value Equities	Oct 31, 2011	1.10%	2.30%	6.65%	0.53%	26
TSLTX	Transamerica Small Cap Value	Small Cap Value Equities	Jan 23, 2003	0.80%	7.74%	—	4.99%	67
TVOAX	Touchstone Small Cap Value Fund	Small Cap Value Equities	Mar 4, 2002	1.38%	6.31%	9.14%	0.51%	51
UBVLX	Undiscovered Managers Behavioral Value Fund	Small Cap Value Equities	Dec 28, 1998	0.90%	2.94%	9.86%	9.14%	12
UBVSX	JPMorgan Undiscovered Managers Behavioral Value Fu...	Small Cap Value Equities	Apr 30, 2013	0.99%	2.93%	9.73%	9.09%	12
USBNX	Pear Tree Polaris Small Cap Fund	Small Cap Value Equities	Aug 3, 1992	1.50%	3.54%	7.41%	13.34%	26
VESMX	VELA Small Cap Fund	Small Cap Value Equities	Sep 29, 2020	1.20%	0.44%	—	1.00%	26
VEVFX	Vanguard Explorer Value Fund	Small Cap Value Equities	Mar 30, 2010	0.52%	3.37%	9.23%	9.93%	36
VISVX	Vanguard Small Cap Value Index Fund	Small Cap Value Equities	May 21, 1998	0.19%	3.55%	9.90%	1.78%	39
VRTVX	Vanguard Russell 2000 Value Index Fund Institution...	Small Cap Value Equities	Jul 13, 2012	0.08%	5.57%	9.65%	1.78%	66

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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