Columbia Small Cap Value Fund II (NSVAX) 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 NSVAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to NSVAX
NSVAX charges 1.02% annually. There are 59 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 | NSVAX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | NSVAX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | NSVAX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | NSVAX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | NSVAX vs VSMVX |
Best Risk-Adjusted Alternatives to NSVAX
NSVAX has a PortfoliosLab risk / return rank of 62. There are 66 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 | NSVAX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | NSVAX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | NSVAX vs WSCVX | |
| Aegis Value Fund | 89 | — | May 1998 | NSVAX vs AVALX | |
| First Eagle Small Cap Opportunity Fund | 88 | — | Apr 2021 | NSVAX vs FESCX |
Top Performing NSVAX Alternatives (YTD)
NSVAX is at 16.40% YTD. There are 86 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 33.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 33.00% | — | Dec 1996 | NSVAX vs MMEYX | |
| Royce Opportunity Fund | 29.82% | — | Nov 1996 | NSVAX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 29.72% | — | Apr 2021 | NSVAX vs FESCX | |
| Invesco Small Cap Value Fund | 29.12% | — | Jun 1999 | NSVAX vs VSCAX | |
| Walthausen Small Cap Value Fund | 27.05% | — | Feb 2008 | NSVAX vs WSCVX |
Lowest Volatility Alternatives to NSVAX
NSVAX has 17.99% 1-year volatility. There are 75 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.58% | — | Sep 2017 | NSVAX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.24% | — | Apr 2019 | NSVAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.33% | — | Apr 1997 | NSVAX vs TASCX | |
| VELA Small Cap Fund | 14.35% | — | Sep 2020 | NSVAX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.48% | — | Mar 2007 | NSVAX vs ARSMX |
Lowest Drawdown Alternatives to NSVAX
NSVAX has a 1-year max drawdown of -9.51%. There are 50 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 | NSVAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | NSVAX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | NSVAX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | NSVAX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | NSVAX vs TSLTX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 96 | 54.09% | — | Jun 1983 | NSVAX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 80 | 9.08% | — | Mar 1998 | NSVAX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 80 | 9.17% | — | Nov 2012 | NSVAX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 79 | 8.95% | — | Nov 2002 | NSVAX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 95 | 53.00% | — | May 1994 | NSVAX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 64 | 24.56% | — | Nov 2000 | NSVAX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 65 | 24.70% | — | Nov 2000 | NSVAX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 41 | 6.77% | — | Dec 1992 | NSVAX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 46 | 4.72% | — | Sep 1991 | NSVAX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 19 | -1.27% | — | Mar 2008 | NSVAX vs COSZX |
Often Compared With NSVAX
Investors most often compare NSVAX with FSCRX, FTIHX, HRTVX. These 16 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare NSVAX with Any Fund or Stock
Compare NSVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair NSVAX with funds that move differently
Columbia Small Cap Value Fund II alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NSVAX.
Explore NSVAX Diversifiers