Allspring Small Company Value Fund (SCVAX) 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 SCVAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SCVAX
SCVAX charges 1.15% annually. There are 75 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | SCVAX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | SCVAX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 64.90B | Sep 2011 | SCVAX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | SCVAX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | SCVAX vs VSMVX |
Best Risk-Adjusted Alternatives to SCVAX
SCVAX has a PortfoliosLab risk / return rank of 45. There are 81 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 94 | — | May 1998 | SCVAX vs AVALX | |
| Invesco Small Cap Value Fund | 89 | — | Jun 1999 | SCVAX vs VSCAX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | SCVAX vs MMEYX | |
| Transamerica Small Cap Value | 86 | — | Jan 2003 | SCVAX vs TSLTX | |
| Walthausen Small Cap Value Fund | 84 | — | Feb 2008 | SCVAX vs WSCVX |
Top Performing SCVAX Alternatives (YTD)
SCVAX is at 16.22% YTD. There are 54 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 31.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 31.33% | — | Jun 1999 | SCVAX vs VSCAX | |
| Victory Integrity Discovery Fund | 30.40% | — | Dec 1996 | SCVAX vs MMEYX | |
| Royce Opportunity Fund | 29.63% | — | Nov 1996 | SCVAX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 25.67% | — | Apr 2021 | SCVAX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 25.02% | — | Jun 2002 | SCVAX vs QRSVX |
Lowest Volatility Alternatives to SCVAX
SCVAX has 16.95% 1-year volatility. There are 46 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 1.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 1.07% | — | Sep 2017 | SCVAX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | SCVAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.23% | — | Apr 1997 | SCVAX vs TASCX | |
| VELA Small Cap Fund | 14.38% | — | Sep 2020 | SCVAX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.38% | — | Mar 2007 | SCVAX vs ARSMX |
Lowest Drawdown Alternatives to SCVAX
SCVAX has a 1-year max drawdown of -8.21%. There are 9 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | SCVAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | SCVAX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | SCVAX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | SCVAX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | SCVAX vs TSLTX |
Other Mutual Funds from Allspring Global Investments
The 10 most viewed Allspring Global Investments mutual funds shown here include EKWAX, EKBAX, WFMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Allspring Precious Metals Fund | Precious Metals | 28 | 2.44% | — | Jan 1998 | SCVAX vs EKWAX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 97 | 36.56% | — | Jan 1998 | SCVAX vs EKBAX | |
| Allspring Special Mid Cap Value Fund Class I | Mid Cap Value Equities | 27 | 10.96% | — | — | SCVAX vs WFMIX | |
| Allspring Short-Term Bond Plus Fund | Short-Term Bond | 82 | 0.61% | — | Aug 1999 | SCVAX vs SSHIX | |
| Allspring Premier Large Company Growth Fund | Large Cap Growth Equities | 14 | 7.22% | — | Jan 1998 | SCVAX vs EKJAX | |
| Allspring Ultra Short-Term Income Fund | Ultrashort Bond | 98 | 1.49% | — | Aug 1999 | SCVAX vs SADIX | |
| Allspring Special Small Cap Value Fund | Small Cap Value Equities | 14 | 9.42% | — | May 1993 | SCVAX vs ESPAX | |
| Allspring Disciplined U.S. Core Fund | Large Cap Blend Equities | 75 | 12.18% | — | Feb 1990 | SCVAX vs EVSAX | |
| Allspring Discovery Mid Cap Growth Fund | Mid Cap Growth Equities | 11 | 7.68% | — | Feb 2000 | SCVAX vs SENAX | |
| Allspring Opportunity Fund | Large Cap Growth Equities | 29 | 9.42% | — | Feb 2000 | SCVAX vs SOPVX |
Often Compared With SCVAX
Investors most often compare SCVAX with APGZX, AVUV, QQQ. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare SCVAX with Any Fund or Stock
Compare SCVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SCVAX with funds that move differently
Allspring Small Company Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SCVAX.
Explore SCVAX Diversifiers