Great-West Small Cap Value Fund (MXLSX) 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 MXLSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXLSX
MXLSX charges 1.09% annually. There are 66 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 | MXLSX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | MXLSX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | MXLSX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | MXLSX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | MXLSX vs VRTVX |
Best Risk-Adjusted Alternatives to MXLSX
MXLSX has a PortfoliosLab risk / return rank of 54. There are 73 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 | MXLSX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | MXLSX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | MXLSX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | MXLSX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | MXLSX vs AVALX |
Top Performing MXLSX Alternatives (YTD)
MXLSX is at 18.63% YTD. There are 53 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 | MXLSX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | MXLSX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | MXLSX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | MXLSX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | MXLSX vs WSCVX |
Lowest Volatility Alternatives to MXLSX
MXLSX has 16.51% 1-year volatility. There are 25 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 | MXLSX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | MXLSX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | MXLSX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | MXLSX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | MXLSX vs ARSMX |
Lowest Drawdown Alternatives to MXLSX
MXLSX has a 1-year max drawdown of -9.84%. There are 59 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 | MXLSX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | MXLSX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | MXLSX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | MXLSX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | MXLSX vs TSLTX |
Other Mutual Funds from Great-West
The 10 most viewed Great-West mutual funds shown here include MXVIX, MXEOX, MXISX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Great-West S&P 500 Index Fund | Large Cap Blend Equities | 65 | 9.55% | — | Sep 2003 | MXLSX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 89 | 33.84% | — | Jan 2018 | MXLSX vs MXEOX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 69 | 19.44% | — | Dec 1993 | MXLSX vs MXISX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 36 | 10.72% | — | Jan 2011 | MXLSX vs MXINX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 53 | 4.12% | — | Sep 1999 | MXLSX vs MXCPX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 52 | 15.57% | — | Jan 2011 | MXLSX vs MXMDX | |
| Great-West Real Estate Index Fund | REIT | 35 | 15.55% | — | Nov 2012 | MXLSX vs MXREX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 18 | 0.15% | — | Dec 1992 | MXLSX vs MXBIX | |
| Great-West Moderately Aggressive Profile Fund | Diversified Portfolio | 44 | 8.98% | — | Sep 1999 | MXLSX vs MXBPX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 45 | 5.85% | — | Sep 1999 | MXLSX vs MXDPX |
Often Compared With MXLSX
Investors most often compare MXLSX with FTHNX, USBNX, PRVIX. These 17 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare MXLSX with Any Fund or Stock
Compare MXLSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXLSX with funds that move differently
Great-West Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXLSX.
Explore MXLSX Diversifiers