Longleaf Partners Small-Cap Fund (LLSCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LLSCX
LLSCX charges 0.95% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among LLSCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | LLSCX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | LLSCX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | LLSCX vs VMCIX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | LLSCX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | LLSCX vs VEMPX |
Best Risk-Adjusted Alternatives to LLSCX
Among mutual funds in the Mid Cap Blend 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | LLSCX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | LLSCX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | LLSCX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | LLSCX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | LLSCX vs BIGTX |
Top Performing LLSCX Alternatives (YTD)
LLSCX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | LLSCX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | LLSCX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | LLSCX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | LLSCX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | LLSCX vs FTSIX |
Lowest Volatility Alternatives to LLSCX
LLSCX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | LLSCX vs QCGDX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | LLSCX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | LLSCX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | LLSCX vs GABVX | |
| Gabelli Focused Growth and Income Fund | 16.10% | Dec 31, 2002 | LLSCX vs GWSAX |
Lowest Drawdown Alternatives to LLSCX
LLSCX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | LLSCX vs QCGDX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | LLSCX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | LLSCX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | LLSCX vs KMVAX | |
| Government Street Mid Cap Fund | -11.61% | Nov 17, 2003 | LLSCX vs GVMCX |
Other Mutual Funds from Longleaf Partners
Most popular Longleaf Partners mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Longleaf Partners Fund | Large Cap Value Equities | 7 | -5.68% | Apr 8, 1987 | LLSCX vs LLPFX | |
| Longleaf Partners Global Fund | Global Equities | 25 | -5.57% | Dec 26, 2012 | LLSCX vs LLGLX |
Often Compared With LLSCX
What investors most often compare with LLSCX, 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.