Foundry Partners Fundamental 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% | 65.50B | Sep 2011 | DRSVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | DRSVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | DRSVX vs VRTVX |
Best Risk-Adjusted Alternatives to DRSVX
DRSVX has a PortfoliosLab risk / return rank of 72. There are 42 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | DRSVX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | DRSVX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | DRSVX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | DRSVX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | DRSVX vs AVALX |
Top Performing DRSVX Alternatives (YTD)
DRSVX is at 20.90% YTD. There are 30 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | DRSVX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | DRSVX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | DRSVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | DRSVX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | DRSVX vs WSCVX |
Lowest Volatility Alternatives to DRSVX
DRSVX has 16.87% 1-year volatility. There are 39 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | DRSVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | DRSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | DRSVX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | DRSVX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | DRSVX vs ARSMX |
Lowest Drawdown Alternatives to DRSVX
DRSVX has a 1-year max drawdown of -9.82%. There are 58 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 |
Often Compared With DRSVX
Investors most often compare DRSVX with NSDVX, HRTVX, SSCVX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| North Star Dividend Fund | Small Cap Value Equities | 34 | 17.74% | — | May 2013 | DRSVX vs NSDVX | |
| Heartland Value Fund | Small Cap Value Equities | 82 | 21.79% | — | Dec 1984 | DRSVX vs HRTVX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 73 | 22.84% | — | Apr 1997 | DRSVX vs SSCVX | |
| Brandes Small Cap Value Fund | Small Cap Value Equities | 83 | 17.47% | — | Jan 2018 | DRSVX vs BSCMX | |
| Royce Special Equity Fund | Small Cap Value Equities | 83 | 20.74% | — | May 1998 | DRSVX vs RYSEX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 74 | 18.55% | — | Jul 1997 | DRSVX vs BRSIX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | Small Cap Value Equities | 87 | 26.22% | — | Jun 2002 | DRSVX vs QRSVX |
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
Foundry Partners Fundamental 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