FPA Queens Road Small Cap Value Fund Investor Class (QRSVX) 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 QRSVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to QRSVX
QRSVX charges 0.94% annually. There are 43 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 | QRSVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | QRSVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | QRSVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | QRSVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | QRSVX vs VRTVX |
Best Risk-Adjusted Alternatives to QRSVX
QRSVX has a PortfoliosLab risk / return rank of 91. There are 26 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 97 | — | Dec 1996 | QRSVX vs MMEYX | |
| Royce Special Equity Fund | 97 | — | May 1998 | QRSVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | 96 | — | Apr 1997 | QRSVX vs TASCX | |
| PGIM Quant Solutions Small-Cap Value Fund | 96 | — | Jan 1993 | QRSVX vs TASVX | |
| Transamerica Small Cap Value | 96 | — | Jan 2003 | QRSVX vs TSLTX |
Top Performing QRSVX Alternatives (YTD)
QRSVX is at 27.35% YTD. There are 12 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 37.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 37.97% | — | Dec 1996 | QRSVX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 29.57% | — | Dec 2000 | QRSVX vs DHSIX | |
| Royce Special Equity Fund | 29.51% | — | May 1998 | QRSVX vs RYSEX | |
| Diamond Hill Small Cap Fund | 29.35% | — | Dec 2000 | QRSVX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 28.96% | — | Apr 1997 | QRSVX vs SSCVX |
Lowest Volatility Alternatives to QRSVX
QRSVX has 15.04% 1-year volatility. There are 12 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.48% | — | Apr 2019 | QRSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 13.95% | — | Apr 1997 | QRSVX vs TASCX | |
| VELA Small Cap Fund | 14.01% | — | Sep 2020 | QRSVX vs VESMX | |
| Pear Tree Polaris Small Cap Fund | 14.22% | — | Aug 1992 | QRSVX vs USBNX | |
| AMG River Road Small-Mid Cap Value Fund | 14.32% | — | Mar 2007 | QRSVX vs ARSMX |
Lowest Drawdown Alternatives to QRSVX
QRSVX has a 1-year max drawdown of -7.93%. There are 6 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 | QRSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | QRSVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | QRSVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | QRSVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | QRSVX vs TSLTX |
Other Mutual Funds from FPA
The 4 most viewed FPA mutual funds shown here include FPACX, FPNIX, FPFIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| FPA Crescent Fund Institutional Class | Diversified Portfolio | 78 | 8.99% | — | Jun 1993 | QRSVX vs FPACX | |
| FPA New Income Fund | Short-Term Bond | 25 | 0.02% | — | Jul 1984 | QRSVX vs FPNIX | |
| FPA Flexible Fixed Income Fund | Nontraditional Bonds | 22 | -0.16% | — | Dec 2018 | QRSVX vs FPFIX | |
| FPA Queens Road Value Fund | Large Cap Value Equities | 32 | 12.27% | — | Jun 2002 | QRSVX vs QRVLX |
Often Compared With QRSVX
Investors most often compare QRSVX with RPTIX, AFMC, HAMVX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare QRSVX with Any Fund or Stock
Compare QRSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair QRSVX with funds that move differently
FPA Queens Road Small Cap Value Fund Investor Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to QRSVX.
Explore QRSVX Diversifiers