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 | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | LSVQX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | LSVQX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | LSVQX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | LSVQX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | LSVQX vs VRTVX |
Best Risk-Adjusted Alternatives to LSVQX
LSVQX has a PortfoliosLab risk / return rank of 58. There are 65 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | LSVQX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | LSVQX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | LSVQX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | LSVQX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | LSVQX vs AVALX |
Top Performing LSVQX Alternatives (YTD)
LSVQX is at 15.45% YTD. There are 89 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | LSVQX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | LSVQX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | LSVQX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | LSVQX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | LSVQX vs WSCVX |
Lowest Volatility Alternatives to LSVQX
LSVQX has 15.70% 1-year volatility. There are 14 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | LSVQX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | LSVQX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | LSVQX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | LSVQX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | LSVQX vs ARSMX |
Lowest Drawdown Alternatives to LSVQX
LSVQX has a 1-year max drawdown of -8.48%. There are 17 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 | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | LSVQX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | LSVQX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | LSVQX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | LSVQX vs PMJAX | |
| 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, LVAZX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| LSV Value Equity Fund | Large Cap Value Equities | 86 | 13.91% | — | Mar 1999 | LSVQX vs LSVEX | |
| LSV Conservative Value Equity Fund | Large Cap Value Equities | 93 | 16.28% | — | Mar 2007 | LSVQX vs LSVVX | |
| LSV Emerging Markets Equity Fund | Emerging Markets Diversified | 96 | 36.39% | — | Jan 2019 | LSVQX vs LVAZX | |
| LSV Global Value Fund | Global Equities | 95 | 23.39% | — | Jun 2014 | LSVQX vs LVAGX |
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.
Compare LSVQX with Any Fund or Stock
Compare LSVQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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