James Small Cap Fund (JASCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to JASCX
JASCX charges 1.56% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among JASCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | JASCX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | JASCX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | JASCX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | JASCX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | JASCX vs VSMVX |
Best Risk-Adjusted Alternatives to JASCX
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 | JASCX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | JASCX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | JASCX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | JASCX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | JASCX vs MMEYX |
Top Performing JASCX Alternatives (YTD)
JASCX 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 | JASCX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | JASCX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | JASCX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | JASCX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | JASCX vs MMEYX |
Lowest Volatility Alternatives to JASCX
JASCX 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 | JASCX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | JASCX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | JASCX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | JASCX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | JASCX vs TASCX |
Lowest Drawdown Alternatives to JASCX
JASCX 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 | JASCX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | JASCX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | JASCX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | JASCX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | JASCX vs JMCRX |
Other Mutual Funds from James Advantage
Most popular James Advantage mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| James Balanced: Golden Rainbow Fund | Diversified Portfolio | 79 | -2.31% | Jun 30, 1991 | JASCX vs GLRBX | |
| James Aggressive Allocation Fund | Diversified Portfolio | 75 | -1.96% | Jun 30, 2015 | JASCX vs JAVAX |
Often Compared With JASCX
What investors most often compare with JASCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Strategic Small-Cap Equity Fund | Small Cap Blend Equities | 68 | -0.83% | Apr 24, 2006 | JASCX vs VSTCX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | JASCX vs SSCVX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | JASCX vs VSCAX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | JASCX vs PRVIX |
Compare JASCX with Any Fund or Stock
Compare JASCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.