LSVQX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to LSVQX

LSVQX charges 0.83% annually. There are 27 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
FISVX	Fidelity Small Cap Value Index Fund	0.05%	—	Jul 2019	LSVQX vs FISVX
VSIIX	Vanguard Small-Cap Value Index Fund Institutional ...	0.06%	—	Dec 1999	LSVQX vs VSIIX
VSIAX	Vanguard Small-Cap Value Index Fund Admiral Shares	0.07%	65.50B	Sep 2011	LSVQX vs VSIAX
VRTVX	Vanguard Russell 2000 Value Index Fund Institution...	0.08%	—	Jul 2012	LSVQX vs VRTVX
VSMVX	Vanguard S&P Small-Cap 600 Value Index Fund Instit...	0.08%	—	Nov 2014	LSVQX vs VSMVX

Best Risk-Adjusted Alternatives to LSVQX

LSVQX has a PortfoliosLab risk / return rank of 60. There are 55 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
AVALX	Aegis Value Fund	90	—	May 1998	LSVQX vs AVALX
MMEYX	Victory Integrity Discovery Fund	89	—	Dec 1996	LSVQX vs MMEYX
TSLTX	Transamerica Small Cap Value	88	—	Jan 2003	LSVQX vs TSLTX
ICISX	VY Columbia Small Cap Value II Portfolio	86	—	Apr 2006	LSVQX vs ICISX
TASCX	Third Avenue Small Cap Value Fund	86	—	Apr 1997	LSVQX vs TASCX

Top Performing LSVQX Alternatives (YTD)

LSVQX is at 19.13% YTD. There are 66 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
MMEYX	Victory Integrity Discovery Fund	34.12%	—	Dec 1996	LSVQX vs MMEYX
RYPNX	Royce Opportunity Fund	29.57%	—	Nov 1996	LSVQX vs RYPNX
FESCX	First Eagle Small Cap Opportunity Fund	28.34%	—	Apr 2021	LSVQX vs FESCX
VSCAX	Invesco Small Cap Value Fund	27.70%	—	Jun 1999	LSVQX vs VSCAX
SSCVX	Columbia Select Small Cap Value Fund	26.68%	—	Apr 1997	LSVQX vs SSCVX

Lowest Volatility Alternatives to LSVQX

LSVQX has 15.33% 1-year volatility. There are 14 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
SHDPX	American Beacon Shapiro SMID Cap Equity Fund	0.66%	—	Sep 2017	LSVQX vs SHDPX
PVCMX	Palm Valley Capital Fund Investor Class	4.30%	—	Apr 2019	LSVQX vs PVCMX
TASCX	Third Avenue Small Cap Value Fund	14.18%	—	Apr 1997	LSVQX vs TASCX
VESMX	VELA Small Cap Fund	14.29%	—	Sep 2020	LSVQX vs VESMX
RYSEX	Royce Special Equity Fund	14.30%	—	May 1998	LSVQX vs RYSEX

Lowest Drawdown Alternatives to LSVQX

LSVQX has a 1-year max drawdown of -8.48%. There are 16 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
PVCMX	Palm Valley Capital Fund Investor Class	-2.81%	—	Apr 2019	LSVQX vs PVCMX
TASCX	Third Avenue Small Cap Value Fund	-6.29%	—	Apr 1997	LSVQX vs TASCX
PMJIX	PIMCO RAE US Small Fund	-7.62%	—	Jun 2015	LSVQX vs PMJIX
PMJAX	PIMCO RAE US Small Fund Class A	-7.66%	—	Jun 2015	LSVQX vs PMJAX
TSLTX	Transamerica Small Cap Value	-7.73%	—	Jan 2003	LSVQX vs TSLTX

Other Mutual Funds from LSV

The 4 most viewed LSV mutual funds shown here include LSVEX, LSVVX, LVAGX and span 3 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LSVEX	LSV Value Equity Fund	Large Cap Value Equities	89	16.85%	—	Mar 1999	LSVQX vs LSVEX
LSVVX	LSV Conservative Value Equity Fund	Large Cap Value Equities	94	17.83%	—	Mar 2007	LSVQX vs LSVVX
LVAGX	LSV Global Value Fund	Global Equities	94	23.91%	—	Jun 2014	LSVQX vs LVAGX
LVAZX	LSV Emerging Markets Equity Fund	Emerging Markets Diversified	91	29.35%	—	Jan 2019	LSVQX vs LVAZX

Often Compared With LSVQX

Investors most often compare LSVQX with AVUV, DFAS, IUSV. These 19 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AVUV	Avantis US Small Cap Value ETF	Small Cap Value Equities	78	22.32%	28.73B	Sep 2019	LSVQX vs AVUV
DFAS	Dimensional U.S. Small Cap ETF	Small Cap Blend Equities	59	16.47%	15.07B	Jun 2021	LSVQX vs DFAS
IUSV	iShares Core S&P U.S. Value ETF	Large Cap Value Equities	73	9.97%	27.02B	Jul 2000	LSVQX vs IUSV
VOO	Vanguard S&P 500 ETF	S&P 500	66	10.45%	1.70T	Sep 2010	LSVQX vs VOO
FDGRX	Fidelity Growth Company Fund	Large Cap Growth Equities	71	22.61%	—	Jan 1983	LSVQX vs FDGRX
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.45%	783.21B	Jan 1993	LSVQX vs SPY
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	86	20.66%	98.55B	Oct 2011	LSVQX vs SCHD
AVLV	Avantis U.S. Large Cap Value ETF	Large Cap Value Equities	93	21.82%	16.76B	Sep 2021	LSVQX vs AVLV
ACWD.L	SPDR MSCI All Country World UCITS ETF	Global Equities	71	10.83%	18.67B	May 2011	LSVQX vs ACWD.L
MLAIX	NYLI Winslow Large Cap Growth Fund Class I	Large Cap Growth Equities	9	5.41%	—	Apr 2005	LSVQX vs MLAIX
NOIEX	Northern Income Equity Fund	Large Cap Value Equities	77	12.82%	—	Mar 1994	LSVQX vs NOIEX
BEXIX	Baron Emerging Markets Fund	Emerging Markets Diversified	37	16.15%	—	Dec 2010	LSVQX vs BEXIX
PCLIX	PIMCO CommoditiesPLUS Strategy Fund	Commodities	49	26.92%	—	May 2010	LSVQX vs PCLIX
TMCGX	Thrivent Mid Cap Growth Fund	Mid Cap Growth Equities	12	11.65%	—	Feb 2020	LSVQX vs TMCGX
LZEMX	Lazard Emerging Markets Equity Portfolio	Emerging Markets Diversified	94	25.19%	—	Jul 1994	LSVQX vs LZEMX
UMBMX	Carillon Scout Mid Cap Fund	Mid Cap Blend Equities	48	14.12%	—	Oct 2006	LSVQX vs UMBMX
AEPFX	American Funds EUPAC Fund Class F-2	Foreign Large Cap Equities	37	10.60%	—	Aug 2008	LSVQX vs AEPFX
FIFGX	Fidelity SAI Inflation-Focused	Commodities	54	33.90%	—	Dec 2018	LSVQX vs FIFGX
FSSNX	Fidelity Small Cap Index Fund	Small Cap Blend Equities	65	20.76%	—	Sep 2011	LSVQX vs FSSNX

Compare LSVQX with Any Fund or Stock

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

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Diversifiers

Pair LSVQX with funds that move differently

LSV Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSVQX.

Explore LSVQX Diversifiers

LSV Small Cap Value Fund (LSVQX) Alternatives