GMO U.S. Small Cap Value Fund (GCAVX) 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 GCAVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GCAVX
GCAVX charges 0.42% annually. There are 10 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 | GCAVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | GCAVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | GCAVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | GCAVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | GCAVX vs VRTVX |
Best Risk-Adjusted Alternatives to GCAVX
GCAVX has a PortfoliosLab risk / return rank of 87. There are 27 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 | GCAVX vs MMEYX | |
| Royce Special Equity Fund | 95 | — | May 1998 | GCAVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | 95 | — | Apr 1997 | GCAVX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | GCAVX vs AVALX | |
| PGIM Quant Solutions Small-Cap Value Fund | 94 | — | Jan 1993 | GCAVX vs TASVX |
Top Performing GCAVX Alternatives (YTD)
GCAVX is at 20.34% YTD. There are 63 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.19% | — | Dec 1996 | GCAVX vs MMEYX | |
| Columbia Select Small Cap Value Fund | 27.88% | — | Apr 1997 | GCAVX vs SSCVX | |
| Diamond Hill Small Cap Fund Class I | 27.79% | — | Dec 2000 | GCAVX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.58% | — | Dec 2000 | GCAVX vs DHSCX | |
| Royce Special Equity Fund | 26.73% | — | May 1998 | GCAVX vs RYSEX |
Lowest Volatility Alternatives to GCAVX
GCAVX has 18.55% 1-year volatility. There are 106 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.47% | — | Apr 2019 | GCAVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 13.98% | — | Apr 1997 | GCAVX vs TASCX | |
| VELA Small Cap Fund | 14.27% | — | Sep 2020 | GCAVX vs VESMX | |
| Pear Tree Polaris Small Cap Fund | 14.36% | — | Aug 1992 | GCAVX vs USBNX | |
| AMG River Road Small-Mid Cap Value Fund | 14.37% | — | Mar 2007 | GCAVX vs ARSMX |
Lowest Drawdown Alternatives to GCAVX
GCAVX has a 1-year max drawdown of -10.64%. There are 88 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 | GCAVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | GCAVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | GCAVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | GCAVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | GCAVX vs TSLTX |
Other Mutual Funds from GMO
The 10 most viewed GMO mutual funds shown here include GQETX, GMGEX, GMOIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GMO Quality Fund | Quality Factor, Large Cap Blend Equities | 53 | 7.37% | — | Feb 2004 | GCAVX vs GQETX | |
| GMO Global Equity Allocation Fund | Global Equities | 94 | 19.72% | — | Nov 1996 | GCAVX vs GMGEX | |
| GMO International Equity Fund | Foreign Large Cap Equities | 87 | 19.87% | — | Mar 1987 | GCAVX vs GMOIX | |
| GMO Emerging Country Debt Fund Class VI | Emerging Markets Bonds | 98 | 8.28% | — | Apr 1994 | GCAVX vs GMOQX | |
| GMO U.S. Treasury Fund | Government Bonds | 99 | 1.59% | — | Mar 2009 | GCAVX vs GUSTX | |
| GMO International Developed Equity Allocation Fund | Foreign Large Cap Equities | 92 | 20.64% | — | Jun 2006 | GCAVX vs GIOTX | |
| GMO Tax-Managed International Equities Fund | Foreign Large Cap Equities | 97 | 21.02% | — | Jul 1998 | GCAVX vs GTMIX | |
| GMO Benchmark-Free Fund | Global Allocation | 97 | 13.32% | — | Jun 2011 | GCAVX vs GBFFX | |
| GMO Multi-Sector Fixed Income Fund | Intermediate Core-Plus Bond | 89 | 0.96% | — | Apr 1997 | GCAVX vs GUGAX | |
| GMO Global Developed Equity Allocation Fund | Global Equities | 94 | 17.69% | — | Jun 2005 | GCAVX vs GWOAX |
Often Compared With GCAVX
Investors most often compare GCAVX with GMWAX, SHDPX, VSCAX. These 17 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare GCAVX with Any Fund or Stock
Compare GCAVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GCAVX with funds that move differently
GMO U.S. Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GCAVX.
Explore GCAVX Diversifiers