Brandes Small Cap Value Fund (BSCMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BSCMX
BSCMX charges 0.91% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among BSCMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | BSCMX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | BSCMX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | BSCMX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | BSCMX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | BSCMX vs VRTVX |
Best Risk-Adjusted Alternatives to BSCMX
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 | BSCMX vs AVALX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | BSCMX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | BSCMX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | BSCMX vs MMEYX | |
| Heartland Value Fund | 78 | Dec 28, 1984 | BSCMX vs HRTVX |
Top Performing BSCMX Alternatives (YTD)
BSCMX 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 | BSCMX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | BSCMX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | BSCMX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | BSCMX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | BSCMX vs MMEYX |
Lowest Volatility Alternatives to BSCMX
BSCMX 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 | BSCMX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | BSCMX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | BSCMX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | BSCMX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | BSCMX vs TASCX |
Lowest Drawdown Alternatives to BSCMX
BSCMX 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 | BSCMX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | BSCMX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | BSCMX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | BSCMX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | BSCMX vs JMCRX |
Other Mutual Funds from Brandes
Most popular Brandes mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Brandes International Small Cap Equity Fund | Foreign Small & Mid Cap Equities | 87 | -3.38% | Jan 30, 2012 | BSCMX vs BISAX | |
| Brandes International Equity Fund | Foreign Large Cap Equities | 83 | 0.11% | Jan 1, 1997 | BSCMX vs BIIEX | |
| Brandes Emerging Markets Fund | Emerging Markets Diversified | 96 | 2.96% | Jan 30, 2011 | BSCMX vs BEMIX | |
| Brandes International Small Cap Equity Fund Class ... | Foreign Small & Mid Cap Equities | 87 | -3.35% | Feb 1, 2012 | BSCMX vs BISMX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 53 | -0.55% | Dec 28, 2007 | BSCMX vs BCPIX | |
| Brandes Global Equity Fund | Global Equities | 72 | -2.73% | Oct 5, 2008 | BSCMX vs BGVIX | |
| Brandes International Small Cap Equity Fund Class ... | Foreign Small & Mid Cap Equities | 85 | -3.51% | Jan 31, 2013 | BSCMX vs BINCX |
Often Compared With BSCMX
What investors most often compare with BSCMX, 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.