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% | 67.80B | 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 93. There are 7 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | BSCMX vs MMEYX | |
| Royce Special Equity Fund | 95 | — | May 1998 | BSCMX vs RYSEX | |
| Third Avenue Small Cap Value Fund | 95 | — | Apr 1997 | BSCMX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | BSCMX vs AVALX | |
| PGIM Quant Solutions Small-Cap Value Fund | 94 | — | Jan 1993 | BSCMX vs TASVX |
Top Performing BSCMX Alternatives (YTD)
BSCMX is at 23.52% YTD. There are 31 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.19% | — | Dec 1996 | BSCMX vs MMEYX | |
| Columbia Select Small Cap Value Fund | 27.88% | — | Apr 1997 | BSCMX vs SSCVX | |
| Diamond Hill Small Cap Fund Class I | 27.79% | — | Dec 2000 | BSCMX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.58% | — | Dec 2000 | BSCMX vs DHSCX | |
| Royce Special Equity Fund | 26.73% | — | May 1998 | BSCMX vs RYSEX |
Lowest Volatility Alternatives to BSCMX
BSCMX has 17.25% 1-year volatility. There are 65 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.47% | — | Apr 2019 | BSCMX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 13.98% | — | Apr 1997 | BSCMX vs TASCX | |
| VELA Small Cap Fund | 14.27% | — | Sep 2020 | BSCMX vs VESMX | |
| Pear Tree Polaris Small Cap Fund | 14.36% | — | Aug 1992 | BSCMX vs USBNX | |
| AMG River Road Small-Mid Cap Value Fund | 14.37% | — | Mar 2007 | BSCMX vs ARSMX |
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 | 25 | 7.04% | — | Jan 2012 | BSCMX vs BISAX | |
| Brandes International Equity Fund | Foreign Large Cap Equities | 80 | 13.86% | — | Jan 1997 | BSCMX vs BIIEX | |
| Brandes Emerging Markets Fund | Emerging Markets Equities | 90 | 22.30% | — | Jan 2011 | BSCMX vs BEMIX | |
| Brandes International Small Cap Equity Fund Class ... | Foreign Small & Mid Cap Equities | 26 | 7.15% | — | Feb 2012 | BSCMX vs BISMX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 15 | -0.77% | — | Dec 2007 | BSCMX vs BCPIX | |
| Brandes International Small Cap Equity Fund Class ... | Foreign Small & Mid Cap Equities | 23 | 6.70% | — | Jan 2013 | BSCMX vs BINCX | |
| Brandes Global Equity Fund | Global Equities | 77 | 7.45% | — | 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