Columbia Small Cap Value Fund II (NSVAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NSVAX
NSVAX charges 1.02% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among NSVAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | NSVAX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | NSVAX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | NSVAX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | NSVAX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | NSVAX vs VSMVX |
Best Risk-Adjusted Alternatives to NSVAX
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 | NSVAX vs AVALX | |
| Brandes Small Cap Value Fund | 91 | Jan 2, 2018 | NSVAX vs BSCMX | |
| Bridgeway Ultra Small Company Market Fund | 85 | Jul 31, 1997 | NSVAX vs BRSIX | |
| Third Avenue Small Cap Value Fund | 82 | Apr 1, 1997 | NSVAX vs TASCX | |
| Heartland Value Fund | 81 | Dec 28, 1984 | NSVAX vs HRTVX |
Top Performing NSVAX Alternatives (YTD)
NSVAX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 16.31% | May 15, 1998 | NSVAX vs AVALX | |
| Invesco Small Cap Value Fund | 9.80% | Jun 21, 1999 | NSVAX vs VSCAX | |
| Victory Integrity Discovery Fund | 9.11% | Dec 26, 1996 | NSVAX vs MMEYX | |
| Hotchkis & Wiley Small Cap Value Fund | 9.06% | Sep 20, 1985 | NSVAX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 9.00% | Jun 10, 2000 | NSVAX vs HWSAX |
Lowest Volatility Alternatives to NSVAX
NSVAX 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 | NSVAX vs PVCMX | |
| North Star Dividend Fund | 17.07% | May 31, 2013 | NSVAX vs NSDVX | |
| Royce Special Equity Fund | 18.14% | May 1, 1998 | NSVAX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.48% | Mar 29, 2007 | NSVAX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | NSVAX vs TASCX |
Lowest Drawdown Alternatives to NSVAX
NSVAX 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 | NSVAX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | NSVAX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | NSVAX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | NSVAX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | NSVAX vs JMCRX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With NSVAX
What investors most often compare with NSVAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Small Cap Discovery Fund | Small Cap Blend Equities | 33 | -1.76% | Sep 26, 2000 | NSVAX vs FSCRX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 86 | 1.79% | Jun 7, 2016 | NSVAX vs FTIHX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 61 | 8.57% | Apr 25, 1997 | NSVAX vs SSCVX | |
| Pear Tree Polaris Small Cap Fund | Small Cap Value Equities | 29 | 2.99% | Aug 3, 1992 | NSVAX vs USBNX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 77 | 3.80% | Aug 28, 2015 | NSVAX vs PRVIX |
Compare NSVAX with Any Fund or Stock
Compare NSVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.