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 82 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% | 64.90B | 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 36. There are 92 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 94 | — | May 1998 | OISVX vs AVALX | |
| Invesco Small Cap Value Fund | 89 | — | Jun 1999 | OISVX vs VSCAX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | OISVX vs MMEYX | |
| Transamerica Small Cap Value | 86 | — | Jan 2003 | OISVX vs TSLTX | |
| Walthausen Small Cap Value Fund | 84 | — | Feb 2008 | OISVX vs WSCVX |
Top Performing OISVX Alternatives (YTD)
OISVX is at 14.18% YTD. There are 78 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 31.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 31.33% | — | Jun 1999 | OISVX vs VSCAX | |
| Victory Integrity Discovery Fund | 30.40% | — | Dec 1996 | OISVX vs MMEYX | |
| Royce Opportunity Fund | 29.63% | — | Nov 1996 | OISVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 25.67% | — | Apr 2021 | OISVX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 25.02% | — | Jun 2002 | OISVX vs QRSVX |
Lowest Volatility Alternatives to OISVX
OISVX has 16.30% 1-year volatility. There are 25 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 1.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 1.07% | — | Sep 2017 | OISVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | OISVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.23% | — | Apr 1997 | OISVX vs TASCX | |
| AMG River Road Small-Mid Cap Value Fund | 14.38% | — | Mar 2007 | OISVX vs ARSMX | |
| VELA Small Cap Fund | 14.38% | — | Sep 2020 | OISVX vs VESMX |
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 | 98 | 112.88% | — | Jun 1996 | OISVX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 96 | 17.90% | — | Oct 1993 | OISVX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 5 | 3.46% | — | Jun 2000 | OISVX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 9 | 2.17% | — | Jun 2000 | OISVX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 48 | 15.25% | — | Jun 1987 | OISVX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 37 | 12.71% | — | Dec 1998 | OISVX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 32 | 10.05% | — | Aug 2003 | OISVX vs OILGX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 40 | 2.21% | — | Jan 1984 | OISVX vs DMTFX | |
| Delaware Value Fund | Large Cap Value Equities | 30 | 5.83% | — | Sep 1998 | OISVX vs DDVIX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 31 | 2.60% | — | Sep 1986 | OISVX vs CXHYX |
Often Compared With OISVX
Investors most often compare OISVX with BSCMX, RYSEX, HRTVX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brandes Small Cap Value Fund | Small Cap Value Equities | 77 | 15.67% | — | Jan 2018 | OISVX vs BSCMX | |
| Royce Special Equity Fund | Small Cap Value Equities | 75 | 19.46% | — | May 1998 | OISVX vs RYSEX | |
| Heartland Value Fund | Small Cap Value Equities | 79 | 20.07% | — | Dec 1984 | OISVX vs HRTVX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 66 | 21.10% | — | Apr 1997 | OISVX vs SSCVX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 79 | 20.12% | — | Jul 1997 | OISVX vs BRSIX | |
| North Star Dividend Fund | Small Cap Value Equities | 28 | 15.13% | — | May 2013 | OISVX vs NSDVX | |
| Delaware Opportunity Fund | Mid Cap Value Equities | 82 | 18.81% | — | Aug 1992 | OISVX vs FIUSX |
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