AB Small Cap Core Portfolio (SCRZX) Alternatives
AB Small Cap Core Portfolio (SCRZX) 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 SCRZX. 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 SCRZX
SCRZX charges 0.87% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among SCRZX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | SCRZX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | SCRZX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | SCRZX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | SCRZX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | SCRZX vs VSMAX |
Best Risk-Adjusted Alternatives to SCRZX
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 | SCRZX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | SCRZX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | SCRZX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | SCRZX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | SCRZX vs PRSVX |
Top Performing SCRZX Alternatives (YTD)
SCRZX 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 | SCRZX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | SCRZX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | SCRZX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | SCRZX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | SCRZX vs RIVSX |
Lowest Volatility Alternatives to SCRZX
SCRZX 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 | SCRZX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | SCRZX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | SCRZX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | SCRZX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | SCRZX vs CSMDX |
Lowest Drawdown Alternatives to SCRZX
SCRZX 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 | SCRZX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | SCRZX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | SCRZX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | SCRZX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | SCRZX vs BOSOX |
Other Mutual Funds from AllianceBernstein
Most popular AllianceBernstein mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Class A | Large Cap Growth Equities | 15 | -12.84% | Oct 1, 1996 | SCRZX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 15 | -12.78% | Jan 10, 1996 | SCRZX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 15 | -12.76% | Jul 1, 2015 | SCRZX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 12 | -12.87% | Sep 4, 1990 | SCRZX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 43 | -0.64% | Aug 31, 2010 | SCRZX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 81 | -1.79% | Feb 25, 1994 | SCRZX vs AGDAX | |
| AB Income Fund | Intermediate Core-Plus Bond | 42 | -1.08% | Aug 28, 1987 | SCRZX vs ACGYX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 18 | -7.77% | Feb 12, 1969 | SCRZX vs QUASX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 9 | -3.52% | Jul 28, 1993 | SCRZX vs AWF | |
| AB Sustainable Global Thematic Fund | Global Equities | 6 | -10.89% | Feb 28, 1982 | SCRZX vs ALTFX |
Often Compared With SCRZX
What investors most often compare with SCRZX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Northern Small Cap Core Fund | Small Cap Blend Equities | 40 | -0.95% | Sep 30, 1999 | SCRZX vs NSGRX | |
| Vanguard Small-Cap ETF | Small Cap Growth Equities | 59 | 1.92% | Jan 26, 2004 | SCRZX vs VB | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 47 | -2.48% | Oct 1, 2002 | SCRZX vs TISBX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | SCRZX vs TNVIX |
Compare SCRZX with Any Fund or Stock
Compare SCRZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.