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 90 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% | 65.50B | Sep 2011 | BPSCX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | BPSCX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | BPSCX vs VRTVX |
Best Risk-Adjusted Alternatives to BPSCX
BPSCX has a PortfoliosLab risk / return rank of 45. There are 99 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 92 | — | May 1998 | BPSCX vs AVALX | |
| Victory Integrity Discovery Fund | 92 | — | Dec 1996 | BPSCX vs MMEYX | |
| Transamerica Small Cap Value | 91 | — | Jan 2003 | BPSCX vs TSLTX | |
| Third Avenue Small Cap Value Fund | 91 | — | Apr 1997 | BPSCX vs TASCX | |
| VY Columbia Small Cap Value II Portfolio | 90 | — | Apr 2006 | BPSCX vs ICISX |
Top Performing BPSCX Alternatives (YTD)
BPSCX is at 16.69% YTD. There are 99 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.94% | — | Dec 1996 | BPSCX vs MMEYX | |
| Royce Opportunity Fund | 29.70% | — | Nov 1996 | BPSCX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 27.73% | — | Apr 2021 | BPSCX vs FESCX | |
| AB Small Cap Value Portfolio | 27.16% | — | Dec 2014 | BPSCX vs SCYVX | |
| American Beacon Small Cap Value Fund | 26.72% | — | Dec 1998 | BPSCX vs AVFIX |
Lowest Volatility Alternatives to BPSCX
BPSCX has 15.90% 1-year volatility. There are 19 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | BPSCX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.32% | — | Apr 2019 | BPSCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | BPSCX vs TASCX | |
| VELA Small Cap Fund | 14.26% | — | Sep 2020 | BPSCX vs VESMX | |
| Royce Special Equity Fund | 14.28% | — | May 1998 | BPSCX vs RYSEX |
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 | 97 | 18.98% | — | Nov 1998 | BPSCX vs BPLEX | |
| Boston Partners Long/Short Research Fund | Long-Short | 63 | 6.05% | — | Sep 2010 | BPSCX vs BPIRX | |
| WPG Partners Small/Micro Cap Value Fund | Small Cap Value Equities | 76 | 21.67% | — | Mar 1972 | BPSCX vs WPGTX | |
| Boston Partners All Cap Value Fund | Large Cap Value Equities | 70 | 13.61% | — | Jul 2002 | BPSCX vs BPAVX | |
| Boston Partners Global Equity Fund | Global Equities | 52 | 9.20% | — | Dec 2011 | BPSCX vs BPGIX | |
| Boston Partners Small Cap Value Fund Class I | Small Cap Value Equities | 46 | 16.84% | — | Jul 2000 | BPSCX vs BPSIX |
Often Compared With BPSCX
Investors most often compare BPSCX with AKREX, BPLSX, BPGSX. These 20 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