Longleaf Partners Small-Cap Fund (LLSCX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LLSCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LLSCX
LLSCX charges 0.95% annually. There are 67 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | LLSCX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | LLSCX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | LLSCX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | LLSCX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | LLSCX vs VMCIX |
Best Risk-Adjusted Alternatives to LLSCX
LLSCX has a PortfoliosLab risk / return rank of 1. There are 126 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | LLSCX vs PFSLX | |
| Destinations Small-Mid Cap Equity Fund | 83 | — | Mar 2017 | LLSCX vs DSMFX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 83 | — | Aug 2015 | LLSCX vs FZFLX | |
| Vanguard Strategic Equity Fund | 83 | 11.50B | Aug 1995 | LLSCX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 83 | — | Aug 2013 | LLSCX vs FZAMX |
Top Performing LLSCX Alternatives (YTD)
LLSCX is at -7.36% YTD. There are 128 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 46.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 46.57% | — | Jan 2005 | LLSCX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 37.72% | — | Aug 2015 | LLSCX vs FZFLX | |
| Hodges Fund | 32.69% | — | Oct 1992 | LLSCX vs HDPMX | |
| 13D Activist Fund | 27.51% | — | Dec 2011 | LLSCX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 26.02% | — | Aug 2013 | LLSCX vs FZAMX |
Lowest Volatility Alternatives to LLSCX
LLSCX has 13.14% 1-year volatility. There are 16 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.84% | — | Dec 2002 | LLSCX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.83% | — | Jul 1999 | LLSCX vs TLVAX | |
| Boston Trust Midcap Fund | 11.93% | — | — | LLSCX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.04% | — | Aug 2011 | LLSCX vs WAMFX | |
| Victory RS Investors Fund | 12.11% | — | Nov 2005 | LLSCX vs RSINX |
Lowest Drawdown Alternatives to LLSCX
LLSCX has a 1-year max drawdown of -11.44%. There are 98 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | LLSCX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | LLSCX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | LLSCX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | LLSCX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | LLSCX vs DNLDX |
Other Mutual Funds from Longleaf Partners
The 2 most viewed Longleaf Partners mutual funds shown here include LLPFX, LLGLX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Longleaf Partners Fund | Large Cap Value Equities | 3 | -4.50% | — | Apr 1987 | LLSCX vs LLPFX | |
| Longleaf Partners Global Fund | Global Equities | 8 | -1.57% | — | Dec 2012 | LLSCX vs LLGLX |
Often Compared With LLSCX
Investors most often compare LLSCX with JCMAX, KMVAX, VNVYX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare LLSCX with Any Fund or Stock
Compare LLSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LLSCX with funds that move differently
Longleaf Partners Small-Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LLSCX.
Explore LLSCX Diversifiers