North Square Small Cap Value Fund (DRSVX) 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 DRSVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DRSVX
DRSVX charges 1.28% annually. There are 99 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 | DRSVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | DRSVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | DRSVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | DRSVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | DRSVX vs VSMVX |
Best Risk-Adjusted Alternatives to DRSVX
DRSVX has a PortfoliosLab risk / return rank of 82. There are 52 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 | DRSVX vs MMEYX | |
| Third Avenue Small Cap Value Fund | 94 | — | Apr 1997 | DRSVX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | DRSVX vs AVALX | |
| Royce Special Equity Fund | 94 | — | May 1998 | DRSVX vs RYSEX | |
| PGIM Quant Solutions Small-Cap Value Fund | 93 | — | Jan 1993 | DRSVX vs TASVX |
Top Performing DRSVX Alternatives (YTD)
DRSVX is at 22.81% YTD. There are 39 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.52% | — | Dec 1996 | DRSVX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 28.15% | — | Dec 2000 | DRSVX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.91% | — | Dec 2000 | DRSVX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 27.34% | — | Apr 1997 | DRSVX vs SSCVX | |
| Royce Special Equity Fund | 27.23% | — | May 1998 | DRSVX vs RYSEX |
Lowest Volatility Alternatives to DRSVX
DRSVX has 16.36% 1-year volatility. There are 35 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.52% | — | Apr 2019 | DRSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.05% | — | Apr 1997 | DRSVX vs TASCX | |
| VELA Small Cap Fund | 14.28% | — | Sep 2020 | DRSVX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | DRSVX vs ARSMX | |
| Pear Tree Polaris Small Cap Fund | 14.43% | — | Aug 1992 | DRSVX vs USBNX |
Lowest Drawdown Alternatives to DRSVX
DRSVX has a 1-year max drawdown of -9.82%. There are 57 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 | DRSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | DRSVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | DRSVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | DRSVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | DRSVX vs TSLTX |
Other Mutual Funds from North Square
The 8 most viewed North Square mutual funds shown here include ORDNX, ADVGX, ORILX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | Preferred Stock | 59 | 1.10% | — | Jun 2013 | DRSVX vs ORDNX | |
| North Square Advisory Research Small Cap Value Fun... | Large Cap Value Equities | 46 | 22.54% | — | Nov 2009 | DRSVX vs ADVGX | |
| North Square Multi Strategy Fund | Diversified Portfolio | 67 | 9.12% | — | Feb 1999 | DRSVX vs ORILX | |
| North Square Spectrum Alpha Fund | Small Cap Growth Equities | 80 | 21.51% | — | Jan 1994 | DRSVX vs ORIGX | |
| North Square Dynamic Small Cap Fund | Small Cap Blend Equities | 84 | 20.86% | — | Sep 2015 | DRSVX vs ORSIX | |
| North Square Strategic Income Fund | Multisector Bonds | 67 | 0.57% | — | Dec 2012 | DRSVX vs ADVNX | |
| North Square McKee Bond Fund | Intermediate Core Bond | 21 | -0.33% | — | Dec 2020 | DRSVX vs NMKBX | |
| North Square Altrinsic International Equity Fund | Foreign Large Cap Equities | 62 | 10.59% | — | Dec 2020 | DRSVX vs NSIVX |
Often Compared With DRSVX
Investors most often compare DRSVX with NSDVX, VSCAX, FESCX. These 15 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare DRSVX with Any Fund or Stock
Compare DRSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DRSVX with funds that move differently
North Square Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DRSVX.
Explore DRSVX Diversifiers