Boston Partners Small Cap Value Fund II (BPSCX) Alternatives
Boston Partners Small Cap Value Fund II (BPSCX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BPSCX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to BPSCX
BPSCX charges 1.24% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among BPSCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | BPSCX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | BPSCX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | BPSCX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | BPSCX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | BPSCX vs VRTVX |
Best Risk-Adjusted Alternatives to BPSCX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | BPSCX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | BPSCX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | BPSCX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | BPSCX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | BPSCX vs MMEYX |
Top Performing BPSCX Alternatives (YTD)
BPSCX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | BPSCX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | BPSCX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | BPSCX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | BPSCX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | BPSCX vs MMEYX |
Lowest Volatility Alternatives to BPSCX
BPSCX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | BPSCX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | BPSCX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | BPSCX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | BPSCX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | BPSCX vs TASCX |
Lowest Drawdown Alternatives to BPSCX
BPSCX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | BPSCX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | BPSCX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | BPSCX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | BPSCX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | BPSCX vs JMCRX |
Other Mutual Funds from Boston Partners
Most popular Boston Partners mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | Long-Short | 93 | 0.57% | Nov 16, 1998 | BPSCX vs BPLEX | |
| Boston Partners Long/Short Research Fund | Long-Short | 62 | -2.07% | Sep 29, 2010 | BPSCX vs BPIRX | |
| WPG Partners Small/Micro Cap Value Fund | Small Cap Value Equities | 41 | 1.86% | Mar 30, 1972 | BPSCX vs WPGTX | |
| Boston Partners All Cap Value Fund | Large Cap Value Equities | 23 | -4.93% | Jul 1, 2002 | BPSCX vs BPAVX | |
| Boston Partners Global Equity Fund | Global Equities | 72 | -2.56% | Dec 29, 2011 | BPSCX vs BPGIX | |
| Boston Partners Small Cap Value Fund Class I | Small Cap Value Equities | 25 | -1.61% | Jul 25, 2000 | BPSCX vs BPSIX |
Often Compared With BPSCX
What investors most often compare with BPSCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Akre Focus Fund Retail Class | Large Cap Growth Equities | — | — | Aug 31, 2009 | BPSCX vs AKREX | |
| Boston Partners Long/Short Equity Fund Institution... | Long-Short | 93 | 0.62% | Dec 27, 2000 | BPSCX vs BPLSX | |
| Boston Partners Global Sustainability Fund | Global Equities | 89 | 2.43% | Dec 28, 2021 | BPSCX vs BPGSX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | BPSCX vs VSCAX | |
| Heartland Value Fund | Small Cap Value Equities | 78 | 4.83% | Dec 28, 1984 | BPSCX vs HRTVX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | BPSCX vs PRVIX |
Compare BPSCX with Any Fund or Stock
Compare BPSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.