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 a closer substitute for your current allocation.
Cheapest Alternatives to FESCX
FESCX charges 1.00% annually. There are 54 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 | FESCX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | FESCX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | FESCX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | FESCX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | FESCX vs VRTVX |
Best Risk-Adjusted Alternatives to FESCX
FESCX has a PortfoliosLab risk / return rank of 88. There are 3 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 | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | FESCX vs MMEYX | |
| Transamerica Small Cap Value | 90 | — | Jan 2003 | FESCX vs TSLTX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | FESCX vs WSCVX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 87 | — | Jun 2002 | FESCX vs QRSVX | |
| Invesco Small Cap Value Fund | 87 | — | Jun 1999 | FESCX vs VSCAX |
Top Performing FESCX Alternatives (YTD)
FESCX is at 30.40% YTD. There are 3 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 32.84% | — | Dec 1996 | FESCX vs MMEYX | |
| Royce Opportunity Fund | 31.78% | — | Nov 1996 | FESCX vs RYPNX | |
| Invesco Small Cap Value Fund | 31.37% | — | Jun 1999 | FESCX vs VSCAX | |
| Walthausen Small Cap Value Fund | 27.74% | — | Feb 2008 | FESCX vs WSCVX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 26.06% | — | Jun 2002 | FESCX vs QRSVX |
Lowest Volatility Alternatives to FESCX
FESCX has 19.79% 1-year volatility. There are 113 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.63%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.63% | — | Sep 2017 | FESCX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | FESCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.28% | — | Apr 1997 | FESCX vs TASCX | |
| VELA Small Cap Fund | 14.35% | — | Sep 2020 | FESCX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.44% | — | Mar 2007 | FESCX vs ARSMX |
Lowest Drawdown Alternatives to FESCX
FESCX has a 1-year max drawdown of -10.26%. There are 68 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 | FESCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | FESCX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | FESCX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | FESCX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | FESCX vs TSLTX |
Other Mutual Funds from First Eagle
The 10 most viewed First Eagle mutual funds shown here include SGIIX, SGENX, SGGDX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| First Eagle Global Fund Class I | Global Equities | 44 | 5.68% | — | — | FESCX vs SGIIX | |
| First Eagle Global Fund Class A | Global Equities | 43 | 5.55% | — | Jan 1979 | FESCX vs SGENX | |
| First Eagle Gold Fund | Gold, Precious Metals | 20 | -2.03% | — | Aug 1993 | FESCX vs SGGDX | |
| First Eagle Overseas Fund Class I | Large Cap Blend Equities, Foreign Large Cap Equities | 50 | 8.49% | — | — | FESCX vs SGOIX | |
| First Eagle Overseas Fund | Foreign Large Cap Equities | 49 | 8.36% | — | Aug 1993 | FESCX vs SGOVX | |
| First Eagle Gold Fund Class I | Gold, Commodities, Precious Metals | 20 | -1.91% | — | Aug 1993 | FESCX vs FEGIX | |
| First Eagle High Income Fund | High Yield Bonds | 12 | 3.27% | — | Nov 2007 | FESCX vs FEHIX | |
| First Eagle Global Income Builder Fund | Global Allocation | 60 | 7.68% | — | Apr 2012 | FESCX vs FEBIX | |
| First Eagle Global Fund Class C | Global Allocation | 40 | 5.19% | — | Jan 1979 | FESCX vs FESGX | |
| First Eagle Fund of America | Large Cap Blend Equities | 52 | 6.71% | — | Mar 1998 | FESCX vs FEAMX |
Often Compared With FESCX
Investors most often compare FESCX with XSMO, PXSGX, VBR. These 20 comparison targets span 10 categories, 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.
Pair FESCX with funds that move differently
First Eagle Small Cap Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FESCX.
Explore FESCX Diversifiers