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 a closer substitute for your current allocation.
Cheapest Alternatives to SCYVX
SCYVX charges 0.92% annually. There are 39 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 | SCYVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | SCYVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | SCYVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | SCYVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | SCYVX vs VRTVX |
Best Risk-Adjusted Alternatives to SCYVX
SCYVX has a PortfoliosLab risk / return rank of 59. There are 63 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | SCYVX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | SCYVX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | SCYVX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | SCYVX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | SCYVX vs AVALX |
Top Performing SCYVX Alternatives (YTD)
SCYVX is at 24.26% YTD. There are 8 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | SCYVX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | SCYVX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | SCYVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | SCYVX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | SCYVX vs WSCVX |
Lowest Volatility Alternatives to SCYVX
SCYVX has 17.29% 1-year volatility. There are 52 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | SCYVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | SCYVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | SCYVX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | SCYVX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | SCYVX vs ARSMX |
Lowest Drawdown Alternatives to SCYVX
SCYVX has a 1-year max drawdown of -8.71%. There are 23 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 | SCYVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | SCYVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | SCYVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | SCYVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | SCYVX vs TSLTX |
Other Mutual Funds from AllianceBernstein
The 10 most viewed AllianceBernstein mutual funds shown here include APGAX, APGYX, APGZX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Class A | Large Cap Growth Equities | 12 | 2.04% | — | Oct 1996 | SCYVX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 12 | 2.16% | — | Jan 1996 | SCYVX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 12 | 2.21% | — | Jul 2015 | SCYVX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 13 | 4.80% | — | Sep 1990 | SCYVX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 70 | 2.13% | — | Aug 2010 | SCYVX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 69 | 1.78% | — | Feb 1994 | SCYVX vs AGDAX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 41 | 25.68% | — | Feb 1969 | SCYVX vs QUASX | |
| AB Income Fund | Intermediate Core-Plus Bond | 18 | 0.15% | — | Aug 1987 | SCYVX vs ACGYX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 3 | -1.55% | — | Jul 1993 | SCYVX vs AWF | |
| AB Sustainable Global Thematic Fund | Global Equities | 7 | 4.72% | — | Feb 1982 | SCYVX vs ALTFX |
Often Compared With SCYVX
Investors most often compare SCYVX with QQQ, HWSAX, BRSIX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SCYVX with Any Fund or Stock
Compare SCYVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SCYVX with funds that move differently
AB Small Cap Value Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SCYVX.
Explore SCYVX Diversifiers