Brandes Small Cap Value Fund (BSCMX) 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 BSCMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BSCMX
BSCMX charges 0.91% annually. There are 38 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 | BSCMX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | BSCMX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | BSCMX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | BSCMX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | BSCMX vs VRTVX |
Best Risk-Adjusted Alternatives to BSCMX
BSCMX has a PortfoliosLab risk / return rank of 87. There are 4 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 91 | — | May 1998 | BSCMX vs AVALX | |
| Victory Integrity Discovery Fund | 90 | — | Dec 1996 | BSCMX vs MMEYX | |
| Transamerica Small Cap Value | 89 | — | Jan 2003 | BSCMX vs TSLTX | |
| Third Avenue Small Cap Value Fund | 88 | — | Apr 1997 | BSCMX vs TASCX | |
| VY Columbia Small Cap Value II Portfolio | 86 | — | Apr 2006 | BSCMX vs ICISX |
Top Performing BSCMX Alternatives (YTD)
BSCMX is at 21.62% YTD. There are 40 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.08% | — | Dec 1996 | BSCMX vs MMEYX | |
| Royce Opportunity Fund | 28.37% | — | Nov 1996 | BSCMX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 27.39% | — | Apr 2021 | BSCMX vs FESCX | |
| AB Small Cap Value Portfolio | 26.59% | — | Dec 2014 | BSCMX vs SCYVX | |
| Fidelity Advisor Small Cap Value Fund Class Z | 26.54% | — | Oct 2018 | BSCMX vs FIKNX |
Lowest Volatility Alternatives to BSCMX
BSCMX has 17.31% 1-year volatility. There are 62 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 | BSCMX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.33% | — | Apr 2019 | BSCMX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.20% | — | Apr 1997 | BSCMX vs TASCX | |
| Royce Special Equity Fund | 14.29% | — | May 1998 | BSCMX vs RYSEX | |
| VELA Small Cap Fund | 14.29% | — | Sep 2020 | BSCMX vs VESMX |
Lowest Drawdown Alternatives to BSCMX
BSCMX has a 1-year max drawdown of -9.65%. There are 53 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 | BSCMX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | BSCMX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | BSCMX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | BSCMX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | BSCMX vs TSLTX |
Other Mutual Funds from Brandes
The 7 most viewed Brandes mutual funds shown here include BISAX, BIIEX, BEMIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brandes International Small Cap Equity Fund | Foreign Small & Mid Cap Equities | 10 | 0.55% | — | Jan 2012 | BSCMX vs BISAX | |
| Brandes International Equity Fund | Foreign Large Cap Equities | 54 | 8.81% | — | Jan 1997 | BSCMX vs BIIEX | |
| Brandes Emerging Markets Fund | Emerging Markets Diversified | 87 | 19.07% | — | Jan 2011 | BSCMX vs BEMIX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 21 | -0.29% | — | Dec 2007 | BSCMX vs BCPIX | |
| Brandes International Small Cap Equity Fund Class ... | Foreign Small & Mid Cap Equities | 11 | 0.68% | — | Feb 2012 | BSCMX vs BISMX | |
| Brandes International Small Cap Equity Fund Class ... | Foreign Small & Mid Cap Equities | 9 | 0.43% | — | Jan 2013 | BSCMX vs BINCX | |
| Brandes Global Equity Fund | Global Equities | 43 | 4.35% | — | Oct 2008 | BSCMX vs BGVIX |
Often Compared With BSCMX
Investors most often compare BSCMX with PNSAX, DEVLX, WFGGX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare BSCMX with Any Fund or Stock
Compare BSCMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BSCMX with funds that move differently
Brandes Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BSCMX.
Explore BSCMX Diversifiers