MetLife Small Company Equity Fund (MSVVX) belongs to the Small 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 MSVVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MSVVX
MSVVX charges 3.06% annually. There are 172 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | MSVVX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | MSVVX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | MSVVX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | MSVVX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 188.20B | Nov 2000 | MSVVX vs VSMAX |
Best Risk-Adjusted Alternatives to MSVVX
MSVVX has a PortfoliosLab risk / return rank of 37. There are 154 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 97 | — | Nov 2017 | MSVVX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 96 | — | Apr 1997 | MSVVX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 96 | — | Apr 1997 | MSVVX vs WESCX | |
| MainStay WMC Small Companies Fund | 94 | — | Jan 1987 | MSVVX vs MOPIX | |
| Voya Index Plus SmallCap Portfolio | 94 | — | Dec 1997 | MSVVX vs IPSIX |
Top Performing MSVVX Alternatives (YTD)
MSVVX is at 14.54% YTD. There are 164 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 41.18% | — | Dec 1991 | MSVVX vs RYOTX | |
| Paradigm Micro-cap Fund | 39.04% | — | Dec 2007 | MSVVX vs PVIVX | |
| River Oak Discovery Fund | 34.66% | — | Jun 2005 | MSVVX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 34.08% | — | Apr 1997 | MSVVX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 33.87% | — | Apr 1997 | MSVVX vs WESCX |
Lowest Volatility Alternatives to MSVVX
MSVVX has 17.38% 1-year volatility. There are 48 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.45% | — | Feb 2017 | MSVVX vs CSMDX | |
| DFA International Small Company Portfolio | 14.47% | 16.04B | Sep 1996 | MSVVX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.59% | — | Nov 1996 | MSVVX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.95% | — | Sep 2011 | MSVVX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.97% | — | Sep 2011 | MSVVX vs FTHNX |
Lowest Drawdown Alternatives to MSVVX
MSVVX has a 1-year max drawdown of -13.36%. There are 163 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | MSVVX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | MSVVX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | MSVVX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | Dec 1981 | MSVVX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | MSVVX vs SSCDX |
Other Mutual Funds from MetLife
The 3 most viewed MetLife mutual funds shown here include MFHVX, LPCIX, MFHIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MetLife Opportunistic High Yield Fund | High Yield Bonds | 76 | 4.82% | — | Dec 2018 | MSVVX vs MFHVX | |
| MetLife Core Plus Fund | Intermediate Core-Plus Bond | 13 | 0.01% | — | Dec 2014 | MSVVX vs LPCIX | |
| MetLife Opportunistic High Yield Fund Institutiona... | High Yield Bonds | 78 | 4.97% | — | Dec 2018 | MSVVX vs MFHIX |
Often Compared With MSVVX
Investors most often compare MSVVX with PRCGX, HASCX, SSLCX. These 16 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare MSVVX with Any Fund or Stock
Compare MSVVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MSVVX with funds that move differently
MetLife Small Company Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSVVX.
Explore MSVVX Diversifiers