SA U.S. Small Company Fund (SAUMX) Alternatives
SA U.S. Small Company Fund (SAUMX) 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 SAUMX. 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 SAUMX
SAUMX charges 0.87% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among SAUMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | SAUMX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | SAUMX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | SAUMX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | SAUMX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | SAUMX vs VSMAX |
Best Risk-Adjusted Alternatives to SAUMX
Among mutual funds in the Small Cap Blend 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | SAUMX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | SAUMX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | SAUMX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | SAUMX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | SAUMX vs PRSVX |
Top Performing SAUMX Alternatives (YTD)
SAUMX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | SAUMX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | SAUMX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | SAUMX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | SAUMX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | SAUMX vs RIVSX |
Lowest Volatility Alternatives to SAUMX
SAUMX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | SAUMX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | SAUMX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | SAUMX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | SAUMX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | SAUMX vs CSMDX |
Lowest Drawdown Alternatives to SAUMX
SAUMX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | SAUMX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | SAUMX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | SAUMX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | SAUMX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | SAUMX vs BOSOX |
Other Mutual Funds from SA Funds
Most popular SA Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| SA Emerging Markets Value Fund | Emerging Markets Diversified | 83 | 2.65% | Apr 1, 2007 | SAUMX vs SAEMX | |
| SA International Value Fund | Foreign Large Cap Equities | 92 | 3.60% | Aug 4, 1999 | SAUMX vs SAHMX | |
| SA Real Estate Securities Fund | REIT | 7 | 1.73% | Apr 2, 2007 | SAUMX vs SAREX | |
| SA International Small Company Fund | Foreign Small & Mid Cap Equities | 81 | -2.08% | Aug 4, 1999 | SAUMX vs SAISX | |
| SA U.S. Value Fund | Large Cap Value Equities | 47 | 2.28% | Aug 5, 1999 | SAUMX vs SABTX | |
| SA U.S. Core Market Fund | Large Cap Blend Equities | 27 | -6.27% | Aug 5, 1999 | SAUMX vs SAMKX | |
| SA Worldwide Moderate Growth Fund | Global Allocation | 77 | 0.40% | Jun 30, 2015 | SAUMX vs SAWMX | |
| SA Global Fixed Income Fund | Global Bonds | 90 | 0.12% | Jul 28, 1999 | SAUMX vs SAXIX | |
| SA U.S. Fixed Income Fund | Ultrashort Bond | 92 | 0.29% | Apr 2, 2007 | SAUMX vs SAUFX |
Often Compared With SAUMX
What investors most often compare with SAUMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Information Technology ETF | Technology Equities | 67 | -7.34% | Mar 25, 2004 | SAUMX vs VGT | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 47 | -2.48% | Oct 1, 2002 | SAUMX vs TISBX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | SAUMX vs TNVIX |
Compare SAUMX with Any Fund or Stock
Compare SAUMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.