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% | 65.50B | 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 77. There are 24 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 | GCAVX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | GCAVX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | GCAVX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | GCAVX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | GCAVX vs AVALX |
Top Performing GCAVX Alternatives (YTD)
GCAVX is at 18.63% YTD. There are 53 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 | GCAVX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | GCAVX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | GCAVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | GCAVX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | GCAVX vs WSCVX |
Lowest Volatility Alternatives to GCAVX
GCAVX has 18.92% 1-year volatility. There are 108 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 | GCAVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | GCAVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | GCAVX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | GCAVX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | 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, GMOIX, GMOQX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GMO Quality Fund | Large Cap Blend Equities | 32 | 3.91% | — | Feb 2004 | GCAVX vs GQETX | |
| GMO International Equity Fund | Foreign Large Cap Equities | 86 | 21.29% | — | Mar 1987 | GCAVX vs GMOIX | |
| GMO Emerging Country Debt Fund Class VI | Emerging Markets Bonds | 98 | 9.35% | — | Apr 1994 | GCAVX vs GMOQX | |
| GMO U.S. Treasury Fund | Government Bonds | 99 | 1.26% | — | Mar 2009 | GCAVX vs GUSTX | |
| GMO Global Equity Allocation Fund | Global Equities | 91 | 18.76% | — | Nov 1996 | GCAVX vs GMGEX | |
| GMO International Developed Equity Allocation Fund | Foreign Large Cap Equities | 89 | 19.59% | — | Jun 2006 | GCAVX vs GIOTX | |
| GMO Multi-Sector Fixed Income Fund | Intermediate Core-Plus Bond | 76 | 0.96% | — | Apr 1997 | GCAVX vs GUGAX | |
| GMO Benchmark-Free Fund | Global Allocation | 95 | 10.65% | — | Jun 2011 | GCAVX vs GBFFX | |
| GMO Asset Allocation Bond Fund | Inflation-Protected Bonds | 3 | -4.93% | — | Mar 2009 | GCAVX vs GABFX | |
| GMO Alternative Allocation Fund | Multistrategy | 69 | 1.36% | — | May 2019 | GCAVX vs GAAVX |
Often Compared With GCAVX
Investors most often compare GCAVX with GMWAX, SSCVX, GMCDX. These 9 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| GMO Global Asset Allocation Fund | Global Allocation | 91 | 11.93% | — | Oct 1996 | GCAVX vs GMWAX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 73 | 22.84% | — | Apr 1997 | GCAVX vs SSCVX | |
| GMO Emerging Country Debt Fund | Emerging Markets Bonds | 98 | 9.32% | — | Apr 1994 | GCAVX vs GMCDX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 74 | 18.55% | — | Jul 1997 | GCAVX vs BRSIX | |
| Brandes Small Cap Value Fund | Small Cap Value Equities | 83 | 17.47% | — | Jan 2018 | GCAVX vs BSCMX | |
| VY Columbia Small Cap Value II Portfolio | Small Cap Value Equities | 86 | 21.41% | — | Apr 2006 | GCAVX vs ICISX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | Small Cap Value Equities | 87 | 26.22% | — | Jun 2002 | GCAVX vs QRSVX | |
| Royce Special Equity Fund | Small Cap Value Equities | 83 | 20.74% | — | May 1998 | GCAVX vs RYSEX | |
| North Star Dividend Fund | Small Cap Value Equities | 34 | 17.74% | — | May 2013 | GCAVX vs NSDVX |
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