Easterly Snow Capital Small Cap Value Fund (SNWIX) 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 SNWIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SNWIX
SNWIX charges 1.25% annually. There are 92 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 | SNWIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | SNWIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | SNWIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | SNWIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | SNWIX vs VRTVX |
Best Risk-Adjusted Alternatives to SNWIX
SNWIX has a PortfoliosLab risk / return rank of 58. There are 61 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 90 | — | May 1998 | SNWIX vs AVALX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | SNWIX vs MMEYX | |
| Transamerica Small Cap Value | 88 | — | Jan 2003 | SNWIX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 87 | — | Apr 2006 | SNWIX vs ICISX | |
| Third Avenue Small Cap Value Fund | 87 | — | Apr 1997 | SNWIX vs TASCX |
Top Performing SNWIX Alternatives (YTD)
SNWIX is at 13.51% YTD. There are 111 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 33.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 33.82% | — | Dec 1996 | SNWIX vs MMEYX | |
| Royce Opportunity Fund | 29.63% | — | Nov 1996 | SNWIX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.08% | — | Apr 2021 | SNWIX vs FESCX | |
| Invesco Small Cap Value Fund | 27.97% | — | Jun 1999 | SNWIX vs VSCAX | |
| Fidelity Advisor Small Cap Value Fund Class Z | 26.39% | — | Oct 2018 | SNWIX vs FIKNX |
Lowest Volatility Alternatives to SNWIX
SNWIX has 20.66% 1-year volatility. There are 120 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | SNWIX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.30% | — | Apr 2019 | SNWIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.19% | — | Apr 1997 | SNWIX vs TASCX | |
| VELA Small Cap Fund | 14.29% | — | Sep 2020 | SNWIX vs VESMX | |
| Royce Special Equity Fund | 14.30% | — | May 1998 | SNWIX vs RYSEX |
Lowest Drawdown Alternatives to SNWIX
SNWIX has a 1-year max drawdown of -14.10%. There are 120 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 | SNWIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | SNWIX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | SNWIX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | SNWIX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | SNWIX vs TSLTX |
Other Mutual Funds from Snow Capital Funds
The 1 most viewed Snow Capital Funds mutual funds shown here include SNOIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Easterly Snow Capital Long/Short Opportunity Fund | Long-Short | 78 | 7.51% | — | Apr 2006 | SNWIX vs SNOIX |
Often Compared With SNWIX
Investors most often compare SNWIX with BSCMX, ARSMX, HWSIX. These 15 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare SNWIX with Any Fund or Stock
Compare SNWIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SNWIX with funds that move differently
Easterly Snow Capital Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SNWIX.
Explore SNWIX Diversifiers