Great-West Small Cap Value Fund (MXLSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MXLSX
MXLSX charges 1.09% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among MXLSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | MXLSX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | MXLSX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | MXLSX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | MXLSX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | MXLSX vs VSMVX |
Best Risk-Adjusted Alternatives to MXLSX
Among mutual funds in the Small Cap Value 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | MXLSX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | MXLSX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | MXLSX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | MXLSX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | MXLSX vs MMEYX |
Top Performing MXLSX Alternatives (YTD)
MXLSX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | MXLSX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | MXLSX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | MXLSX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | MXLSX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | MXLSX vs MMEYX |
Lowest Volatility Alternatives to MXLSX
MXLSX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | MXLSX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | MXLSX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | MXLSX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | MXLSX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | MXLSX vs TASCX |
Lowest Drawdown Alternatives to MXLSX
MXLSX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | MXLSX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | MXLSX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | MXLSX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | MXLSX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | MXLSX vs JMCRX |
Other Mutual Funds from Great-West
Most popular Great-West mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Great-West S&P 500 Index Fund | Large Cap Blend Equities | 38 | -7.14% | Sep 8, 2003 | MXLSX vs MXVIX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 31 | 0.54% | Dec 1, 1993 | MXLSX vs MXISX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 81 | 1.01% | Jan 4, 2018 | MXLSX vs MXEOX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 26 | -0.47% | Jan 20, 2011 | MXLSX vs MXMDX | |
| Great-West Large Cap Growth Fund | Large Cap Growth Equities | 15 | -11.42% | May 21, 2003 | MXLSX vs MXLGX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 60 | -0.90% | Sep 29, 1999 | MXLSX vs MXCPX | |
| Great-West Real Estate Index Fund | REIT | 15 | 2.86% | Nov 27, 2012 | MXLSX vs MXREX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 44 | -1.31% | Sep 26, 1999 | MXLSX vs MXDPX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 50 | -2.03% | Jan 13, 2011 | MXLSX vs MXINX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 52 | -0.23% | Dec 1, 1992 | MXLSX vs MXBIX |
Often Compared With MXLSX
What investors most often compare with MXLSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fuller & Thaler Behavioral Small-Cap Equity Fund | Small Cap Blend Equities | 52 | -1.81% | Sep 8, 2011 | MXLSX vs FTHNX | |
| Pear Tree Polaris Small Cap Fund | Small Cap Value Equities | 30 | 1.48% | Aug 3, 1992 | MXLSX vs USBNX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | MXLSX vs PRVIX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | MXLSX vs VSCAX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | MXLSX vs SSCVX | |
| Heartland Value Fund | Small Cap Value Equities | 78 | 4.83% | Dec 28, 1984 | MXLSX vs HRTVX |
Compare MXLSX with Any Fund or Stock
Compare MXLSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.