Madison Small Cap Fund (BVAOX) Alternatives
Madison Small Cap Fund (BVAOX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BVAOX. 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 BVAOX
BVAOX charges 1.10% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among BVAOX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | BVAOX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | BVAOX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | BVAOX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | BVAOX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | BVAOX vs TISBX |
Best Risk-Adjusted Alternatives to BVAOX
Among mutual funds in the Small Cap Blend 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | BVAOX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | BVAOX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | BVAOX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | BVAOX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | BVAOX vs PRSVX |
Top Performing BVAOX Alternatives (YTD)
BVAOX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | BVAOX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | BVAOX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | BVAOX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | BVAOX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | BVAOX vs RIVSX |
Lowest Volatility Alternatives to BVAOX
BVAOX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | BVAOX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | BVAOX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | BVAOX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | BVAOX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | BVAOX vs CSMDX |
Lowest Drawdown Alternatives to BVAOX
BVAOX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | BVAOX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | BVAOX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | BVAOX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | BVAOX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | BVAOX vs BOSOX |
Other Mutual Funds from Madison Funds
Most popular Madison Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Madison Aggressive Allocation Fund | Diversified Portfolio | 31 | -3.24% | Jun 29, 2006 | BVAOX vs MAGSX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | -6.46% | Jul 21, 1983 | BVAOX vs GTSGX | |
| Madison Investors Fund | Large Cap Blend Equities | 5 | -5.07% | Nov 1, 1978 | BVAOX vs MINVX | |
| Madison Covered Call & Equity Income Fund | Derivative Income | 50 | 4.35% | Oct 29, 2009 | BVAOX vs MENYX | |
| Madison Dividend Income Fund | Large Cap Value Equities | 34 | 4.89% | Dec 18, 1986 | BVAOX vs BHBFX | |
| Madison Moderate Allocation Fund | Diversified Portfolio | 34 | -2.67% | Jun 29, 2006 | BVAOX vs MMDAX | |
| Madison Tax-Free National Fund | Municipal Bonds | 56 | -0.51% | Dec 29, 1982 | BVAOX vs GTFHX | |
| Madison Core Bond Fund | Intermediate Core Bond | 50 | -0.36% | Dec 29, 1997 | BVAOX vs MBOAX | |
| Madison Conservative Allocation Fund | Diversified Portfolio | 46 | -1.76% | Jun 29, 2006 | BVAOX vs MCNAX | |
| Madison Diversified Income Fund | Diversified Portfolio | 55 | 1.38% | Dec 28, 1997 | BVAOX vs MBLAX |
Often Compared With BVAOX
What investors most often compare with BVAOX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund ... | Technology Equities | 91 | 0.24% | Nov 30, 2001 | BVAOX vs SCMIX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | BVAOX vs VOO | |
| Madison High Quality Bond Fund | Short-Term Bond | 84 | -0.09% | May 1, 2000 | BVAOX vs MIIBX |
Compare BVAOX with Any Fund or Stock
Compare BVAOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.