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 a closer substitute for your current allocation.
Cheapest Alternatives to BPSCX
BPSCX charges 1.24% annually. There are 91 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | BPSCX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | BPSCX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 64.90B | Sep 2011 | BPSCX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | BPSCX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | BPSCX vs VSMVX |
Best Risk-Adjusted Alternatives to BPSCX
BPSCX has a PortfoliosLab risk / return rank of 29. There are 104 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 94 | — | May 1998 | BPSCX vs AVALX | |
| Invesco Small Cap Value Fund | 89 | — | Jun 1999 | BPSCX vs VSCAX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | BPSCX vs MMEYX | |
| Transamerica Small Cap Value | 86 | — | Jan 2003 | BPSCX vs TSLTX | |
| Walthausen Small Cap Value Fund | 84 | — | Feb 2008 | BPSCX vs WSCVX |
Top Performing BPSCX Alternatives (YTD)
BPSCX is at 11.21% YTD. There are 107 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 31.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 31.33% | — | Jun 1999 | BPSCX vs VSCAX | |
| Victory Integrity Discovery Fund | 30.40% | — | Dec 1996 | BPSCX vs MMEYX | |
| Royce Opportunity Fund | 29.63% | — | Nov 1996 | BPSCX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 25.67% | — | Apr 2021 | BPSCX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 25.02% | — | Jun 2002 | BPSCX vs QRSVX |
Lowest Volatility Alternatives to BPSCX
BPSCX has 15.86% 1-year volatility. There are 21 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 1.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 1.07% | — | Sep 2017 | BPSCX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | BPSCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.23% | — | Apr 1997 | BPSCX vs TASCX | |
| VELA Small Cap Fund | 14.38% | — | Sep 2020 | BPSCX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.38% | — | Mar 2007 | BPSCX vs ARSMX |
Lowest Drawdown Alternatives to BPSCX
BPSCX has a 1-year max drawdown of -10.45%. There are 83 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | BPSCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | BPSCX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | BPSCX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | BPSCX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | BPSCX vs TSLTX |
Other Mutual Funds from Boston Partners
The 6 most viewed Boston Partners mutual funds shown here include BPLEX, BPIRX, WPGTX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | Long-Short | 94 | 11.29% | — | Nov 1998 | BPSCX vs BPLEX | |
| Boston Partners Long/Short Research Fund | Long-Short | 35 | 4.06% | — | Sep 2010 | BPSCX vs BPIRX | |
| WPG Partners Small/Micro Cap Value Fund | Small Cap Value Equities | 56 | 17.63% | — | Mar 1972 | BPSCX vs WPGTX | |
| Boston Partners All Cap Value Fund | Large Cap Value Equities | 50 | 10.48% | — | Jul 2002 | BPSCX vs BPAVX | |
| Boston Partners Small Cap Value Fund Class I | Small Cap Value Equities | 30 | 11.30% | — | Jul 2000 | BPSCX vs BPSIX | |
| Boston Partners Global Equity Fund | Global Equities | 31 | 5.99% | — | Dec 2011 | BPSCX vs BPGIX |
Often Compared With BPSCX
Investors most often compare BPSCX with AKREX, BPGSX, BPLSX. These 14 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare BPSCX with Any Fund or Stock
Compare BPSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BPSCX with funds that move differently
Boston Partners Small Cap Value Fund II alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BPSCX.
Explore BPSCX Diversifiers