Allspring Small Company Value Fund (SCVAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SCVAX
SCVAX charges 1.15% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among SCVAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | SCVAX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | SCVAX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | SCVAX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | SCVAX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | SCVAX vs VSMVX |
Best Risk-Adjusted Alternatives to SCVAX
Among mutual funds in the Small Cap Value 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | SCVAX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | SCVAX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | SCVAX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | SCVAX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | SCVAX vs MMEYX |
Top Performing SCVAX Alternatives (YTD)
SCVAX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | SCVAX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | SCVAX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | SCVAX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | SCVAX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | SCVAX vs MMEYX |
Lowest Volatility Alternatives to SCVAX
SCVAX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | SCVAX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | SCVAX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | SCVAX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | SCVAX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | SCVAX vs TASCX |
Lowest Drawdown Alternatives to SCVAX
SCVAX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | SCVAX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | SCVAX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | SCVAX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | SCVAX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | SCVAX vs JMCRX |
Other Mutual Funds from Allspring Global Investments
Most popular Allspring Global Investments mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Allspring Precious Metals Fund | Precious Metals | 93 | 1.81% | Jan 19, 1998 | SCVAX vs EKWAX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | SCVAX vs EKBAX | |
| Allspring Special Mid Cap Value Fund Class I | Mid Cap Value Equities | 23 | 0.81% | — | SCVAX vs WFMIX | |
| Allspring Short-Term Bond Plus Fund | Short-Term Bond | 98 | 0.10% | Aug 31, 1999 | SCVAX vs SSHIX | |
| Allspring Premier Large Company Growth Fund | Large Cap Growth Equities | 21 | -13.16% | Jan 20, 1998 | SCVAX vs EKJAX | |
| Allspring Ultra Short-Term Income Fund | Ultrashort Bond | 99 | 0.33% | Aug 31, 1999 | SCVAX vs SADIX | |
| Allspring Disciplined U.S. Core Fund | Large Cap Blend Equities | 56 | -6.75% | Feb 28, 1990 | SCVAX vs EVSAX | |
| Allspring Special Small Cap Value Fund | Small Cap Value Equities | 7 | -1.86% | May 7, 1993 | SCVAX vs ESPAX | |
| Allspring Discovery Mid Cap Growth Fund | Mid Cap Growth Equities | 27 | -9.06% | Feb 24, 2000 | SCVAX vs SENAX | |
| Allspring Opportunity Fund | Large Cap Growth Equities | 10 | -9.05% | Feb 24, 2000 | SCVAX vs SOPVX |
Often Compared With SCVAX
What investors most often compare with SCVAX, 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.