LSV Small Cap Value Fund (LSVQX) Alternatives

LSV Small Cap Value Fund (LSVQX) 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 LSVQX. 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 LSVQX

LSVQX charges 0.83% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among LSVQX alternatives.

Symbol	Name	Expense Ratio	Inception
FISVX	Fidelity Small Cap Value Index Fund	0.05%	Jul 11, 2019	LSVQX vs FISVX
VSIIX	Vanguard Small-Cap Value Index Fund Institutional ...	0.06%	Dec 7, 1999	LSVQX vs VSIIX
VSIAX	Vanguard Small-Cap Value Index Fund Admiral Shares	0.07%	Sep 27, 2011	LSVQX vs VSIAX
VRTVX	Vanguard Russell 2000 Value Index Fund Institution...	0.08%	Jul 13, 2012	LSVQX vs VRTVX
VSMVX	Vanguard S&P Small-Cap 600 Value Index Fund Instit...	0.08%	Nov 19, 2014	LSVQX vs VSMVX

Best Risk-Adjusted Alternatives to LSVQX

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
AVALX	Aegis Value Fund	98	May 15, 1998	LSVQX vs AVALX
BSCMX	Brandes Small Cap Value Fund	90	Jan 2, 2018	LSVQX vs BSCMX
TASCX	Third Avenue Small Cap Value Fund	81	Apr 1, 1997	LSVQX vs TASCX
BRSIX	Bridgeway Ultra Small Company Market Fund	80	Jul 31, 1997	LSVQX vs BRSIX
MMEYX	Victory Integrity Discovery Fund	78	Dec 26, 1996	LSVQX vs MMEYX

Top Performing LSVQX Alternatives (YTD)

LSVQX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
AVALX	Aegis Value Fund	13.53%	May 15, 1998	LSVQX vs AVALX
HWSIX	Hotchkis & Wiley Small Cap Value Fund	7.19%	Sep 20, 1985	LSVQX vs HWSIX
HWSAX	Hotchkis & Wiley Small Cap Value Fund Class A	7.13%	Jun 10, 2000	LSVQX vs HWSAX
NSDVX	North Star Dividend Fund	7.11%	May 31, 2013	LSVQX vs NSDVX
MMEYX	Victory Integrity Discovery Fund	6.96%	Dec 26, 1996	LSVQX vs MMEYX

Lowest Volatility Alternatives to LSVQX

LSVQX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
PVCMX	Palm Valley Capital Fund Investor Class	4.75%	Apr 30, 2019	LSVQX vs PVCMX
NSDVX	North Star Dividend Fund	17.10%	May 31, 2013	LSVQX vs NSDVX
RYSEX	Royce Special Equity Fund	18.16%	May 1, 1998	LSVQX vs RYSEX
ARSMX	AMG River Road Small-Mid Cap Value Fund	18.46%	Mar 29, 2007	LSVQX vs ARSMX
TASCX	Third Avenue Small Cap Value Fund	18.59%	Apr 1, 1997	LSVQX vs TASCX

Lowest Drawdown Alternatives to LSVQX

LSVQX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
PVCMX	Palm Valley Capital Fund Investor Class	-2.81%	Apr 30, 2019	LSVQX vs PVCMX
NSDVX	North Star Dividend Fund	-10.48%	May 31, 2013	LSVQX vs NSDVX
RYSEX	Royce Special Equity Fund	-10.97%	May 1, 1998	LSVQX vs RYSEX
TASCX	Third Avenue Small Cap Value Fund	-12.12%	Apr 1, 1997	LSVQX vs TASCX
JMCRX	James Micro Cap Fund	-12.23%	Jul 1, 2010	LSVQX vs JMCRX

Other Mutual Funds from LSV

Most popular LSV mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
LSVEX	LSV Value Equity Fund	Large Cap Value Equities	65	0.97%	Mar 31, 1999	LSVQX vs LSVEX
LSVVX	LSV Conservative Value Equity Fund	Large Cap Value Equities	65	0.14%	Mar 30, 2007	LSVQX vs LSVVX
LVAZX	LSV Emerging Markets Equity Fund	Emerging Markets Diversified	95	4.90%	Jan 16, 2019	LSVQX vs LVAZX
LVAGX	LSV Global Value Fund	Global Equities	85	2.44%	Jun 24, 2014	LSVQX vs LVAGX

Often Compared With LSVQX

What investors most often compare with LSVQX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
AVUV	Avantis US Small Cap Value ETF	Small Cap Value Equities	74	8.60%	Sep 24, 2019	LSVQX vs AVUV
IUSV	iShares Core S&P U.S. Value ETF	Large Cap Value Equities	51	0.10%	Jul 24, 2000	LSVQX vs IUSV
DFAS	Dimensional U.S. Small Cap ETF	Small Cap Blend Equities, Actively Managed	58	2.33%	Jun 14, 2021	LSVQX vs DFAS
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	LSVQX vs VOO
FDGRX	Fidelity Growth Company Fund	Large Cap Growth Equities	61	-6.86%	—	LSVQX vs FDGRX
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	LSVQX vs SPY
AVLV	Avantis U.S. Large Cap Value ETF	Large Cap Value Equities	79	6.69%	Sep 21, 2021	LSVQX vs AVLV
ACWD.L	SPDR MSCI All Country World UCITS ETF	Global Equities	74	-4.40%	May 13, 2011	LSVQX vs ACWD.L
NOIEX	Northern Income Equity Fund	Large Cap Value Equities	50	-4.59%	Mar 31, 1994	LSVQX vs NOIEX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	LSVQX vs SCHD
VSCAX	Invesco Small Cap Value Fund	Small Cap Value Equities	71	6.56%	Jun 21, 1999	LSVQX vs VSCAX
SCHA	Schwab U.S. Small-Cap ETF	Small Cap Growth Equities	70	2.24%	Nov 3, 2009	LSVQX vs SCHA
PRVIX	T. Rowe Price Small-Cap Value Fund Class I	Small Cap Value Equities	78	1.00%	Aug 28, 2015	LSVQX vs PRVIX
SSCVX	Columbia Select Small Cap Value Fund	Small Cap Value Equities	55	5.82%	Apr 25, 1997	LSVQX vs SSCVX

Compare LSVQX with Any Fund or Stock

Compare LSVQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

LSV Small Cap Value Fund

Symbol name