Boston Partners Small Cap Value Fund Class I (BPSIX) 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 BPSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BPSIX
BPSIX charges 0.99% annually. There are 50 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 | BPSIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | BPSIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | BPSIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | BPSIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | BPSIX vs VRTVX |
Best Risk-Adjusted Alternatives to BPSIX
BPSIX has a PortfoliosLab risk / return rank of 46. There are 97 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 | BPSIX vs AVALX | |
| Victory Integrity Discovery Fund | 92 | — | Dec 1996 | BPSIX vs MMEYX | |
| Transamerica Small Cap Value | 91 | — | Jan 2003 | BPSIX vs TSLTX | |
| Third Avenue Small Cap Value Fund | 91 | — | Apr 1997 | BPSIX vs TASCX | |
| VY Columbia Small Cap Value II Portfolio | 90 | — | Apr 2006 | BPSIX vs ICISX |
Top Performing BPSIX Alternatives (YTD)
BPSIX is at 16.84% YTD. There are 98 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 | BPSIX vs MMEYX | |
| Royce Opportunity Fund | 29.70% | — | Nov 1996 | BPSIX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 27.73% | — | Apr 2021 | BPSIX vs FESCX | |
| AB Small Cap Value Portfolio | 27.16% | — | Dec 2014 | BPSIX vs SCYVX | |
| American Beacon Small Cap Value Fund | 26.72% | — | Dec 1998 | BPSIX vs AVFIX |
Lowest Volatility Alternatives to BPSIX
BPSIX has 15.89% 1-year volatility. There are 18 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 | BPSIX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.32% | — | Apr 2019 | BPSIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | BPSIX vs TASCX | |
| VELA Small Cap Fund | 14.26% | — | Sep 2020 | BPSIX vs VESMX | |
| Royce Special Equity Fund | 14.28% | — | May 1998 | BPSIX vs RYSEX |
Lowest Drawdown Alternatives to BPSIX
BPSIX has a 1-year max drawdown of -10.39%. There are 78 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 | BPSIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | BPSIX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | BPSIX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | BPSIX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | BPSIX 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 | BPSIX vs BPLEX | |
| Boston Partners Long/Short Research Fund | Long-Short | 63 | 6.05% | — | Sep 2010 | BPSIX vs BPIRX | |
| WPG Partners Small/Micro Cap Value Fund | Small Cap Value Equities | 76 | 21.67% | — | Mar 1972 | BPSIX vs WPGTX | |
| Boston Partners All Cap Value Fund | Large Cap Value Equities | 70 | 13.61% | — | Jul 2002 | BPSIX vs BPAVX | |
| Boston Partners Small Cap Value Fund II | Small Cap Value Equities | 45 | 16.69% | — | Jul 1998 | BPSIX vs BPSCX | |
| Boston Partners Global Equity Fund | Global Equities | 52 | 9.20% | — | Dec 2011 | BPSIX vs BPGIX |
Often Compared With BPSIX
Investors most often compare BPSIX with BPLSX, VOO, BPGSX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare BPSIX with Any Fund or Stock
Compare BPSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BPSIX with funds that move differently
Boston Partners Small Cap Value Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BPSIX.
Explore BPSIX Diversifiers