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 a closer substitute for your current allocation.
Cheapest Alternatives to BVAOX
BVAOX charges 1.10% annually. There are 109 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | BVAOX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | BVAOX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | BVAOX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | BVAOX vs SWSSX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | 0.05% | 11.50B | Mar 1999 | BVAOX vs VTMSX |
Best Risk-Adjusted Alternatives to BVAOX
BVAOX has a PortfoliosLab risk / return rank of 21. There are 169 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 97 | — | Nov 2017 | BVAOX vs GQSCX | |
| TETON Westwood SmallCap Equity Fund | 96 | — | Apr 1997 | BVAOX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 96 | — | Apr 1997 | BVAOX vs WWSIX | |
| MainStay WMC Small Companies Fund | 94 | — | Jan 1987 | BVAOX vs MOPIX | |
| Vanguard Strategic Small-Cap Equity Fund | 94 | 3.10B | Apr 2006 | BVAOX vs VSTCX |
Top Performing BVAOX Alternatives (YTD)
BVAOX is at 11.61% YTD. There are 167 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.56% | — | Dec 1991 | BVAOX vs RYOTX | |
| Paradigm Micro-cap Fund | 37.36% | — | Dec 2007 | BVAOX vs PVIVX | |
| River Oak Discovery Fund | 31.95% | — | Jun 2005 | BVAOX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.53% | — | Apr 1997 | BVAOX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 31.36% | — | Apr 1997 | BVAOX vs WESCX |
Lowest Volatility Alternatives to BVAOX
BVAOX has 18.14% 1-year volatility. There are 93 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.41% | — | Feb 2017 | BVAOX vs CSMDX | |
| DFA International Small Company Portfolio | 14.46% | 16.04B | Sep 1996 | BVAOX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.52% | — | Nov 1996 | BVAOX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.88% | — | Sep 2011 | BVAOX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.89% | — | Sep 2011 | BVAOX vs FTHNX |
Lowest Drawdown Alternatives to BVAOX
BVAOX has a 1-year max drawdown of -10.65%. There are 102 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | BVAOX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | BVAOX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | BVAOX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | BVAOX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | BVAOX vs SSCDX |
Other Mutual Funds from Madison
The 10 most viewed Madison mutual funds shown here include MAGSX, GTSGX, BHBFX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Madison Aggressive Allocation Fund Class A | Diversified Portfolio | 73 | 12.22% | — | Jun 2006 | BVAOX vs MAGSX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 20 | 8.33% | — | Jul 1983 | BVAOX vs GTSGX | |
| Madison Dividend Income Fund | Large Cap Value Equities | 59 | 12.00% | — | Dec 1986 | BVAOX vs BHBFX | |
| Madison Core Bond Fund | Intermediate Core Bond | 8 | -1.01% | — | Dec 1997 | BVAOX vs MBOAX | |
| Madison Covered Call & Equity Income Fund | Derivative Income | 28 | 5.63% | — | Oct 2009 | BVAOX vs MENYX | |
| Madison Tax-Free National Fund | Municipal Bonds | 60 | -0.06% | — | Dec 1982 | BVAOX vs GTFHX | |
| Madison Conservative Allocation Fund | Diversified Portfolio | 54 | 5.02% | — | Jun 2006 | BVAOX vs MCNAX | |
| Madison Investors Fund | Large Cap Blend Equities | 32 | 9.14% | — | Nov 1978 | BVAOX vs MINVX | |
| Madison Moderate Allocation Fund | Diversified Portfolio | 64 | 9.07% | — | Jun 2006 | BVAOX vs MMDAX | |
| Madison Diversified Income Fund | Diversified Portfolio | 52 | 4.32% | — | Dec 1997 | BVAOX vs MBLAX |
Often Compared With BVAOX
Investors most often compare BVAOX with SCMIX, VOO, MIIBX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare BVAOX with Any Fund or Stock
Compare BVAOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BVAOX with funds that move differently
Madison Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BVAOX.
Explore BVAOX Diversifiers