FPA Queens Road Small Cap Value Fund Investor Class (QRSVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to QRSVX
QRSVX charges 0.94% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among QRSVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | QRSVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | QRSVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | QRSVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | QRSVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | QRSVX vs VSMVX |
Best Risk-Adjusted Alternatives to QRSVX
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 | QRSVX vs AVALX | |
| Brandes Small Cap Value Fund | 91 | Jan 2, 2018 | QRSVX vs BSCMX | |
| Bridgeway Ultra Small Company Market Fund | 85 | Jul 31, 1997 | QRSVX vs BRSIX | |
| Third Avenue Small Cap Value Fund | 82 | Apr 1, 1997 | QRSVX vs TASCX | |
| Heartland Value Fund | 81 | Dec 28, 1984 | QRSVX vs HRTVX |
Top Performing QRSVX Alternatives (YTD)
QRSVX 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 | QRSVX vs AVALX | |
| Invesco Small Cap Value Fund | 9.80% | Jun 21, 1999 | QRSVX vs VSCAX | |
| Victory Integrity Discovery Fund | 9.11% | Dec 26, 1996 | QRSVX vs MMEYX | |
| Hotchkis & Wiley Small Cap Value Fund | 9.06% | Sep 20, 1985 | QRSVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 9.00% | Jun 10, 2000 | QRSVX vs HWSAX |
Lowest Volatility Alternatives to QRSVX
QRSVX 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 | QRSVX vs PVCMX | |
| North Star Dividend Fund | 17.07% | May 31, 2013 | QRSVX vs NSDVX | |
| Royce Special Equity Fund | 18.14% | May 1, 1998 | QRSVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.48% | Mar 29, 2007 | QRSVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | QRSVX vs TASCX |
Lowest Drawdown Alternatives to QRSVX
QRSVX 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 | QRSVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | QRSVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | QRSVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | QRSVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | QRSVX vs JMCRX |
Other Mutual Funds from FPA
Most popular FPA mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 2 | -2.76% | Dec 24, 2002 | QRSVX vs PTY | |
| FPA Crescent Fund | Diversified Portfolio | 80 | -1.55% | Jun 1, 1993 | QRSVX vs FPACX | |
| FPA New Income Fund | Short-Term Bond | 87 | -0.16% | Jul 11, 1984 | QRSVX vs FPNIX | |
| FPA Flexible Fixed Income Fund | Nontraditional Bonds | 87 | -0.13% | Dec 30, 2018 | QRSVX vs FPFIX | |
| FPA Queens Road Value Fund | Large Cap Value Equities | 12 | -2.87% | Jun 13, 2002 | QRSVX vs QRVLX |
Often Compared With QRSVX
What investors most often compare with QRSVX, 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.