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 a closer substitute for your current allocation.
Cheapest Alternatives to MSVVX
MSVVX charges 3.06% annually. There are 171 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 Plus S... | 0.03% | — | Dec 2010 | MSVVX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | MSVVX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | MSVVX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | MSVVX vs VSMAX |
Best Risk-Adjusted Alternatives to MSVVX
MSVVX has a PortfoliosLab risk / return rank of 16. There are 158 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | MSVVX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | MSVVX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | MSVVX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | MSVVX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | MSVVX vs WWSIX |
Top Performing MSVVX Alternatives (YTD)
MSVVX is at 4.38% YTD. There are 168 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | MSVVX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | MSVVX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | MSVVX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | MSVVX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | MSVVX vs MOPIX |
Lowest Volatility Alternatives to MSVVX
MSVVX has 16.94% 1-year volatility. There are 37 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | MSVVX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | MSVVX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | MSVVX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | MSVVX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | MSVVX vs BOSOX |
Lowest Drawdown Alternatives to MSVVX
MSVVX has a 1-year max drawdown of -13.36%. There are 162 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% | 2.80B | Apr 2006 | MSVVX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | MSVVX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | MSVVX vs BIAUX |
Other Mutual Funds from Mesirow
The 1 most viewed Mesirow mutual funds shown here include MFHVX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Mesirow High Yield Fund | High Yield Bonds | 71 | 3.07% | — | Dec 2018 | MSVVX vs MFHVX |
Often Compared With MSVVX
Investors most often compare MSVVX with PRCGX, HASCX, TISBX. These 11 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
Mesirow Small Company Sustainability Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MSVVX.
Explore MSVVX Diversifiers