Boston Partners Small Cap Value Fund Class I (BPSIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BPSIX
BPSIX charges 0.99% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among BPSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | BPSIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | BPSIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | BPSIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | BPSIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | BPSIX vs VRTVX |
Best Risk-Adjusted Alternatives to BPSIX
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 | BPSIX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | BPSIX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | BPSIX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | BPSIX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | BPSIX vs MMEYX |
Top Performing BPSIX Alternatives (YTD)
BPSIX 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 | BPSIX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | BPSIX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | BPSIX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | BPSIX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | BPSIX vs MMEYX |
Lowest Volatility Alternatives to BPSIX
BPSIX 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 | BPSIX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | BPSIX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | BPSIX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | BPSIX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | BPSIX vs TASCX |
Lowest Drawdown Alternatives to BPSIX
BPSIX 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 | BPSIX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | BPSIX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | BPSIX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | BPSIX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | BPSIX 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 | BPSIX vs BPLEX | |
| Boston Partners Long/Short Research Fund | Long-Short | 62 | -2.07% | Sep 29, 2010 | BPSIX vs BPIRX | |
| WPG Partners Small/Micro Cap Value Fund | Small Cap Value Equities | 41 | 1.86% | Mar 30, 1972 | BPSIX vs WPGTX | |
| Boston Partners All Cap Value Fund | Large Cap Value Equities | 23 | -4.93% | Jul 1, 2002 | BPSIX vs BPAVX | |
| Boston Partners Small Cap Value Fund II | Small Cap Value Equities | 25 | -1.66% | Jul 1, 1998 | BPSIX vs BPSCX | |
| Boston Partners Global Equity Fund | Global Equities | 72 | -2.56% | Dec 29, 2011 | BPSIX vs BPGIX |
Often Compared With BPSIX
What investors most often compare with BPSIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | Small Cap Blend Equities | 50 | -2.46% | Sep 8, 2011 | BPSIX vs FSSNX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | BPSIX vs VOO | |
| Boston Partners Long/Short Equity Fund Institution... | Long-Short | 93 | 0.62% | Dec 27, 2000 | BPSIX vs BPLSX | |
| Boston Partners Global Sustainability Fund | Global Equities | 89 | 2.43% | Dec 28, 2021 | BPSIX vs BPGSX |
Compare BPSIX with Any Fund or Stock
Compare BPSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.