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 a closer substitute for your current allocation.
Cheapest Alternatives to SAUMX
SAUMX charges 0.87% annually. There are 61 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 | SAUMX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | SAUMX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | SAUMX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | SAUMX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | SAUMX vs VSMAX |
Best Risk-Adjusted Alternatives to SAUMX
SAUMX has a PortfoliosLab risk / return rank of 61. There are 84 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | SAUMX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | SAUMX vs WESCX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 90 | — | Nov 2017 | SAUMX vs GQSCX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | SAUMX vs MOPIX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | SAUMX vs RIVSX |
Top Performing SAUMX Alternatives (YTD)
SAUMX is at 17.51% YTD. There are 111 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 39.62% | — | Dec 2007 | SAUMX vs PVIVX | |
| Royce Micro Cap Series Fund | 38.19% | — | Dec 1991 | SAUMX vs RYOTX | |
| River Oak Discovery Fund | 31.64% | — | Jun 2005 | SAUMX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 30.11% | — | Apr 1997 | SAUMX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 29.96% | — | Apr 1997 | SAUMX vs WESCX |
Lowest Volatility Alternatives to SAUMX
SAUMX has 16.46% 1-year volatility. There are 14 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | SAUMX vs HFCGX | |
| DFA International Small Company Portfolio | 14.33% | 15.72B | Sep 1996 | SAUMX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | SAUMX vs CSMDX | |
| DWS Small Cap Core Fund | 15.05% | — | Jul 2000 | SAUMX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.14% | — | — | SAUMX vs BOSOX |
Lowest Drawdown Alternatives to SAUMX
SAUMX has a 1-year max drawdown of -9.11%. There are 32 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 | SAUMX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | SAUMX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | SAUMX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | SAUMX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | SAUMX vs SSCDX |
Other Mutual Funds from SA Funds
The 9 most viewed SA Funds mutual funds shown here include SAEMX, SAHMX, SABTX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SA Emerging Markets Value Fund | Emerging Markets Diversified | 77 | 19.87% | — | Apr 2007 | SAUMX vs SAEMX | |
| SA International Value Fund | Foreign Large Cap Equities | 90 | 12.06% | — | Aug 1999 | SAUMX vs SAHMX | |
| SA U.S. Value Fund | Large Cap Value Equities | 94 | 19.47% | — | Aug 1999 | SAUMX vs SABTX | |
| SA International Small Company Fund | Foreign Small & Mid Cap Equities | 29 | 6.06% | — | Aug 1999 | SAUMX vs SAISX | |
| SA Worldwide Moderate Growth Fund | Global Allocation | 93 | 10.75% | — | Jun 2015 | SAUMX vs SAWMX | |
| SA Global Fixed Income Fund | Global Bonds | 70 | 1.50% | — | Jul 1999 | SAUMX vs SAXIX | |
| SA Real Estate Securities Fund | REIT | 19 | 16.15% | — | Apr 2007 | SAUMX vs SAREX | |
| SA U.S. Core Market Fund | Large Cap Blend Equities | 67 | 10.25% | — | Aug 1999 | SAUMX vs SAMKX | |
| SA U.S. Fixed Income Fund | Ultrashort Bond | 91 | 0.96% | — | Apr 2007 | SAUMX vs SAUFX |
Often Compared With SAUMX
Investors most often compare SAUMX with VGT, LMSIX, AZBIX. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare SAUMX with Any Fund or Stock
Compare SAUMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SAUMX with funds that move differently
SA U.S. Small Company Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SAUMX.
Explore SAUMX Diversifiers