Optimum Small-Mid Cap Value Fund (OISVX) 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 OISVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OISVX
OISVX charges 1.18% annually. There are 81 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 | OISVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | OISVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | OISVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | OISVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | OISVX vs VSMVX |
Best Risk-Adjusted Alternatives to OISVX
OISVX has a PortfoliosLab risk / return rank of 37. There are 93 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 90 | — | May 1998 | OISVX vs AVALX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | OISVX vs MMEYX | |
| Transamerica Small Cap Value | 88 | — | Jan 2003 | OISVX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 86 | — | Apr 2006 | OISVX vs ICISX | |
| Third Avenue Small Cap Value Fund | 86 | — | Apr 1997 | OISVX vs TASCX |
Top Performing OISVX Alternatives (YTD)
OISVX is at 18.52% YTD. There are 76 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.12% | — | Dec 1996 | OISVX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | OISVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.34% | — | Apr 2021 | OISVX vs FESCX | |
| Invesco Small Cap Value Fund | 27.70% | — | Jun 1999 | OISVX vs VSCAX | |
| Columbia Select Small Cap Value Fund | 26.68% | — | Apr 1997 | OISVX vs SSCVX |
Lowest Volatility Alternatives to OISVX
OISVX has 16.34% 1-year volatility. There are 28 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | OISVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.30% | — | Apr 2019 | OISVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | OISVX vs TASCX | |
| VELA Small Cap Fund | 14.29% | — | Sep 2020 | OISVX vs VESMX | |
| Royce Special Equity Fund | 14.30% | — | May 1998 | OISVX vs RYSEX |
Lowest Drawdown Alternatives to OISVX
OISVX has a 1-year max drawdown of -10.40%. There are 79 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 | OISVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | OISVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | OISVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | OISVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | OISVX vs TSLTX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WMGAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 95 | 105.52% | — | Jun 1996 | OISVX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 96 | 19.62% | — | Oct 1993 | OISVX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 3 | 2.23% | — | Jun 2000 | OISVX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 7 | 1.21% | — | Jun 2000 | OISVX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 51 | 19.50% | — | Jun 1987 | OISVX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 48 | 18.35% | — | Dec 1998 | OISVX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 24 | 6.83% | — | Aug 2003 | OISVX vs OILGX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 64 | 2.84% | — | Jan 1984 | OISVX vs DMTFX | |
| Delaware Value Fund | Large Cap Value Equities | 33 | 7.88% | — | Sep 1998 | OISVX vs DDVIX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 49 | 2.75% | — | Sep 1986 | OISVX vs CXHYX |
Often Compared With OISVX
Investors most often compare OISVX with BSCMX, ARSMX, BRSIX. These 11 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare OISVX with Any Fund or Stock
Compare OISVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OISVX with funds that move differently
Optimum Small-Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OISVX.
Explore OISVX Diversifiers