Invesco Small Cap Value Fund Class R6 (SMVSX) Alternatives
Invesco Small Cap Value Fund Class R6 (SMVSX) 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 SMVSX. 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 SMVSX
SMVSX charges 0.72% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among SMVSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | SMVSX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | SMVSX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | SMVSX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | SMVSX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | SMVSX vs VSMVX |
Best Risk-Adjusted Alternatives to SMVSX
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 | SMVSX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | SMVSX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | SMVSX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | SMVSX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | SMVSX vs MMEYX |
Top Performing SMVSX Alternatives (YTD)
SMVSX 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 | SMVSX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | SMVSX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | SMVSX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | SMVSX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | SMVSX vs MMEYX |
Lowest Volatility Alternatives to SMVSX
SMVSX 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 | SMVSX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | SMVSX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | SMVSX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | SMVSX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | SMVSX vs TASCX |
Lowest Drawdown Alternatives to SMVSX
SMVSX 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 | SMVSX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | SMVSX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | SMVSX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | SMVSX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | SMVSX vs JMCRX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 48 | -8.99% | Oct 13, 2020 | SMVSX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 28 | -1.47% | — | SMVSX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | SMVSX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 92 | 0.44% | Jul 18, 1983 | SMVSX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 36 | -2.22% | Oct 7, 1968 | SMVSX vs ACSTX | |
| Invesco Global Fund | Global Equities | 9 | -13.35% | Dec 21, 1969 | SMVSX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 20 | -9.61% | Feb 3, 1988 | SMVSX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 56 | -1.20% | Aug 2, 1960 | SMVSX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 29 | -1.41% | Jul 28, 1997 | SMVSX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 3.20% | Jun 25, 2001 | SMVSX vs VVOAX |
Often Compared With SMVSX
What investors most often compare with SMVSX, based on PortfoliosLab usage data.
Compare SMVSX with Any Fund or Stock
Compare SMVSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.