Mesirow Small Company Sustainability Fund (MSVVX) Alternatives
Mesirow Small Company Sustainability 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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MSVVX
MSVVX charges 3.06% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among MSVVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | MSVVX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | MSVVX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | MSVVX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | MSVVX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | MSVVX vs VSMAX |
Best Risk-Adjusted Alternatives to MSVVX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | MSVVX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | MSVVX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | MSVVX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | MSVVX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | MSVVX vs PRSVX |
Top Performing MSVVX Alternatives (YTD)
MSVVX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | MSVVX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | MSVVX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | MSVVX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | MSVVX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | MSVVX vs RIVSX |
Lowest Volatility Alternatives to MSVVX
MSVVX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | MSVVX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | MSVVX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | MSVVX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | MSVVX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | MSVVX vs CSMDX |
Lowest Drawdown Alternatives to MSVVX
MSVVX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | MSVVX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | MSVVX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | MSVVX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | MSVVX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | MSVVX vs BOSOX |
Other Mutual Funds from Mesirow
Most popular Mesirow mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Mesirow High Yield Fund | High Yield Bonds | 31 | -1.48% | Dec 3, 2018 | MSVVX vs MFHVX |
Often Compared With MSVVX
What investors most often compare with MSVVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 47 | -2.48% | Oct 1, 2002 | MSVVX vs TISBX | |
| Perritt MicroCap Opportunities Fund | Small Cap Blend Equities | — | — | Apr 11, 1988 | MSVVX vs PRCGX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | MSVVX vs TNVIX |
Compare MSVVX with Any Fund or Stock
Compare MSVVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.