Russell Investments U.S. Small Cap Equity Fund (REBYX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with REBYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to REBYX
REBYX charges 0.90% annually. There are 69 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | REBYX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | REBYX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | REBYX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | REBYX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | REBYX vs VSMAX |
Best Risk-Adjusted Alternatives to REBYX
REBYX has a PortfoliosLab risk / return rank of 64. There are 53 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | REBYX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | REBYX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | REBYX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | REBYX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | REBYX vs WWSIX |
Top Performing REBYX Alternatives (YTD)
REBYX is at 17.23% YTD. There are 65 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | REBYX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | REBYX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | REBYX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | REBYX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | REBYX vs MOPIX |
Lowest Volatility Alternatives to REBYX
REBYX has 17.84% 1-year volatility. There are 93 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | REBYX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | REBYX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | REBYX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | REBYX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | REBYX vs BOSOX |
Lowest Drawdown Alternatives to REBYX
REBYX has a 1-year max drawdown of -9.16%. There are 35 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | REBYX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | REBYX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | REBYX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | REBYX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | REBYX vs BIAUX |
Other Mutual Funds from Russell
The 10 most viewed Russell mutual funds shown here include RLVSX, RGEAX, RGIYX and span 8 categories.
Often Compared With REBYX
Investors most often compare REBYX with QQQI, SSCDX, EDOW. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare REBYX with Any Fund or Stock
Compare REBYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair REBYX with funds that move differently
Russell Investments U.S. Small Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to REBYX.
Explore REBYX Diversifiers