First Eagle Small Cap Opportunity Fund (FESCX) Alternatives
First Eagle Small Cap Opportunity Fund (FESCX) 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 FESCX. 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 FESCX
FESCX charges 1.00% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among FESCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | FESCX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | FESCX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | FESCX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | FESCX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | FESCX vs VSMVX |
Best Risk-Adjusted Alternatives to FESCX
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 | FESCX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | FESCX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | FESCX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | FESCX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | FESCX vs MMEYX |
Top Performing FESCX Alternatives (YTD)
FESCX 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 | FESCX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | FESCX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | FESCX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | FESCX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | FESCX vs MMEYX |
Lowest Volatility Alternatives to FESCX
FESCX 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 | FESCX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | FESCX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | FESCX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | FESCX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | FESCX vs TASCX |
Lowest Drawdown Alternatives to FESCX
FESCX 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 | FESCX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | FESCX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | FESCX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | FESCX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | FESCX vs JMCRX |
Other Mutual Funds from First Eagle
Most popular First Eagle mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| First Eagle Global Fund Class I | Global Equities | 86 | -0.43% | — | FESCX vs SGIIX | |
| First Eagle Global Fund Class A | Global Equities | 85 | -0.50% | Jan 1, 1979 | FESCX vs SGENX | |
| First Eagle Gold Fund | Precious Metals | 90 | 2.57% | Aug 30, 1993 | FESCX vs SGGDX | |
| First Eagle Gold Fund Class I | Precious Metals, Commodities | 90 | 2.63% | Aug 31, 1993 | FESCX vs FEGIX | |
| First Eagle Overseas Fund Class I | Large Cap Blend Equities, Foreign Large Cap Equities | 89 | 1.44% | — | FESCX vs SGOIX | |
| First Eagle Overseas Fund | Foreign Large Cap Equities | 89 | 1.35% | Aug 31, 1993 | FESCX vs SGOVX | |
| First Eagle Global Income Builder Fund | Global Allocation | 93 | 2.85% | Apr 30, 2012 | FESCX vs FEBIX | |
| First Eagle High Income Fund | High Yield Bonds | 3 | -0.97% | Nov 19, 2007 | FESCX vs FEHIX | |
| First Eagle U.S. Value Fund | Diversified Portfolio | 77 | -0.55% | Sep 3, 2001 | FESCX vs FEVIX | |
| First Eagle Fund of America | Large Cap Blend Equities | 70 | -2.22% | Mar 2, 1998 | FESCX vs FEAMX |
Often Compared With FESCX
What investors most often compare with FESCX, based on PortfoliosLab usage data.
Compare FESCX with Any Fund or Stock
Compare FESCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.