James Small Cap Fund (JASCX) 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 JASCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JASCX
JASCX charges 1.56% annually. There are 118 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 | JASCX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | JASCX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | JASCX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | JASCX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | JASCX vs VSMVX |
Best Risk-Adjusted Alternatives to JASCX
JASCX has a PortfoliosLab risk / return rank of 62. There are 54 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 90 | — | May 1998 | JASCX vs AVALX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | JASCX vs MMEYX | |
| Transamerica Small Cap Value | 88 | — | Jan 2003 | JASCX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 86 | — | Apr 2006 | JASCX vs ICISX | |
| Third Avenue Small Cap Value Fund | 86 | — | Apr 1997 | JASCX vs TASCX |
Top Performing JASCX Alternatives (YTD)
JASCX is at 19.12% YTD. There are 67 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.12% | — | Dec 1996 | JASCX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | JASCX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.34% | — | Apr 2021 | JASCX vs FESCX | |
| Invesco Small Cap Value Fund | 27.70% | — | Jun 1999 | JASCX vs VSCAX | |
| Columbia Select Small Cap Value Fund | 26.68% | — | Apr 1997 | JASCX vs SSCVX |
Lowest Volatility Alternatives to JASCX
JASCX has 15.92% 1-year volatility. There are 18 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | JASCX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.30% | — | Apr 2019 | JASCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | JASCX vs TASCX | |
| VELA Small Cap Fund | 14.29% | — | Sep 2020 | JASCX vs VESMX | |
| Royce Special Equity Fund | 14.30% | — | May 1998 | JASCX vs RYSEX |
Lowest Drawdown Alternatives to JASCX
JASCX has a 1-year max drawdown of -9.09%. There are 34 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 | JASCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | JASCX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | JASCX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | JASCX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | JASCX vs TSLTX |
Other Mutual Funds from James Advantage
The 3 most viewed James Advantage mutual funds shown here include JMCRX, JAVAX, GLRBX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| James Micro Cap Fund | Small Cap Value Equities | 36 | 18.43% | — | Jul 2010 | JASCX vs JMCRX | |
| James Aggressive Allocation Fund | Diversified Portfolio | 80 | 13.01% | — | Jun 2015 | JASCX vs JAVAX | |
| James Balanced: Golden Rainbow Fund | Diversified Portfolio | 73 | 5.80% | — | Jun 1991 | JASCX vs GLRBX |
Often Compared With JASCX
Investors most often compare JASCX with VSTCX, HWSAX, BSCMX. These 16 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare JASCX with Any Fund or Stock
Compare JASCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JASCX with funds that move differently
James Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JASCX.
Explore JASCX Diversifiers