AB Small Cap Value Portfolio (SCYVX) Alternatives
AB Small Cap Value Portfolio (SCYVX) 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 SCYVX. 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 SCYVX
SCYVX charges 0.92% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among SCYVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | SCYVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | SCYVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | SCYVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | SCYVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | SCYVX vs VSMVX |
Best Risk-Adjusted Alternatives to SCYVX
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 | SCYVX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | SCYVX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | SCYVX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | SCYVX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | SCYVX vs MMEYX |
Top Performing SCYVX Alternatives (YTD)
SCYVX 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 | SCYVX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | SCYVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | SCYVX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | SCYVX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | SCYVX vs MMEYX |
Lowest Volatility Alternatives to SCYVX
SCYVX 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 | SCYVX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | SCYVX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | SCYVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | SCYVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | SCYVX vs TASCX |
Lowest Drawdown Alternatives to SCYVX
SCYVX 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 | SCYVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | SCYVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | SCYVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | SCYVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | SCYVX vs JMCRX |
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 | SCYVX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 15 | -12.78% | Jan 10, 1996 | SCYVX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 15 | -12.76% | Jul 1, 2015 | SCYVX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 12 | -12.87% | Sep 4, 1990 | SCYVX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 43 | -0.64% | Aug 31, 2010 | SCYVX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 81 | -1.79% | Feb 25, 1994 | SCYVX vs AGDAX | |
| AB Income Fund | Intermediate Core-Plus Bond | 42 | -1.08% | Aug 28, 1987 | SCYVX vs ACGYX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 18 | -7.77% | Feb 12, 1969 | SCYVX vs QUASX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 9 | -3.52% | Jul 28, 1993 | SCYVX vs AWF | |
| AB Sustainable Global Thematic Fund | Global Equities | 6 | -10.89% | Feb 28, 1982 | SCYVX vs ALTFX |
Often Compared With SCYVX
What investors most often compare with SCYVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | SCYVX vs QQQ | |
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | SCYVX vs FXAIX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | SCYVX vs SSCVX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | SCYVX vs VSCAX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | SCYVX vs PRVIX |
Compare SCYVX with Any Fund or Stock
Compare SCYVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.