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
VSCAX	Invesco Small Cap Value Fund	Small Cap Value Equities	Jun 21, 1999	1.12%	10.59%	15.75%	8.34%	75
VSCVX	Victory Integrity Small-Cap Value Fund	Small Cap Value Equities	Mar 30, 2004	1.45%	5.25%	8.56%	0.66%	39
VSFAX	Federated Hermes Clover Small Value Fund	Small Cap Value Equities	Feb 28, 1996	1.14%	0.79%	9.65%	3.42%	26
VSIAX	Vanguard Small-Cap Value Index Fund Admiral Shares	Small Cap Value Equities	Sep 27, 2011	0.07%	3.57%	10.13%	1.89%	39
VSIIX	Vanguard Small-Cap Value Index Fund Institutional ...	Small Cap Value Equities	Dec 7, 1999	0.06%	3.56%	10.14%	1.91%	39
VSMVX	Vanguard S&P Small-Cap 600 Value Index Fund Instit...	Small Cap Value Equities	Nov 19, 2014	0.08%	4.50%	9.54%	1.82%	44
VSSVX	VALIC Company I Small Cap Special Values Fund	Small Cap Value Equities	Dec 5, 2005	0.87%	0.18%	5.96%	10.03%	6
VVSCX	VALIC Company I Small Cap Value Fund	Small Cap Value Equities	Aug 31, 2006	0.76%	4.18%	—	18.72%	56
VYSVX	Vericimetry U.S. Small Cap Value Fund	Small Cap Value Equities	Dec 27, 2011	0.63%	6.84%	10.31%	14.26%	57
WCMJX	WCM Focused Small Cap Fund	Small Cap Value Equities	Oct 30, 2019	1.25%	—	—	3.80%	—
WPGTX	WPG Partners Small/Micro Cap Value Fund	Small Cap Value Equities	Mar 30, 1972	1.10%	4.83%	9.25%	9.68%	44
WSCVX	Walthausen Small Cap Value Fund	Small Cap Value Equities	Feb 1, 2008	1.21%	8.97%	—	12.14%	75

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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