Sterling Capital Behavioral Small Cap Value Equity Fund (SPSCX) 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 SPSCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SPSCX
SPSCX charges 0.81% annually. There are 21 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 | SPSCX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | SPSCX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 64.90B | Sep 2011 | SPSCX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | SPSCX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | SPSCX vs VSMVX |
Best Risk-Adjusted Alternatives to SPSCX
SPSCX has a PortfoliosLab risk / return rank of 65. There are 37 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 94 | — | May 1998 | SPSCX vs AVALX | |
| Invesco Small Cap Value Fund | 89 | — | Jun 1999 | SPSCX vs VSCAX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | SPSCX vs MMEYX | |
| Transamerica Small Cap Value | 86 | — | Jan 2003 | SPSCX vs TSLTX | |
| Walthausen Small Cap Value Fund | 84 | — | Feb 2008 | SPSCX vs WSCVX |
Top Performing SPSCX Alternatives (YTD)
SPSCX is at 16.62% YTD. There are 50 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 31.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 31.33% | — | Jun 1999 | SPSCX vs VSCAX | |
| Victory Integrity Discovery Fund | 30.40% | — | Dec 1996 | SPSCX vs MMEYX | |
| Royce Opportunity Fund | 29.63% | — | Nov 1996 | SPSCX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 25.67% | — | Apr 2021 | SPSCX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 25.02% | — | Jun 2002 | SPSCX vs QRSVX |
Lowest Volatility Alternatives to SPSCX
SPSCX has 15.69% 1-year volatility. There are 18 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 1.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 1.07% | — | Sep 2017 | SPSCX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | SPSCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.23% | — | Apr 1997 | SPSCX vs TASCX | |
| VELA Small Cap Fund | 14.38% | — | Sep 2020 | SPSCX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.38% | — | Mar 2007 | SPSCX vs ARSMX |
Lowest Drawdown Alternatives to SPSCX
SPSCX has a 1-year max drawdown of -8.27%. There are 11 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 | SPSCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | SPSCX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | SPSCX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | SPSCX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | SPSCX vs TSLTX |
Other Mutual Funds from Sterling Capital
The 10 most viewed Sterling Capital mutual funds shown here include BEGIX, STRGX, SCSPX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Equity Income Fund | Large Cap Value Equities | 7 | 2.71% | — | Jun 2004 | SPSCX vs BEGIX | |
| Sterling Capital Stratton Mid Cap Value Fund | Mid Cap Blend Equities | 49 | 17.06% | — | Sep 1972 | SPSCX vs STRGX | |
| Sterling Capital Quality Income Fund | Intermediate Core Bond | 28 | 0.42% | — | Jun 2011 | SPSCX vs SCSPX | |
| Sterling Capital Total Return Bond Fund | Intermediate Core Bond | 22 | 0.43% | — | Dec 1999 | SPSCX vs BIBTX | |
| Sterling Capital Long Duration Corporate Bond Fund | Corporate Bonds | 14 | 0.97% | — | Jun 2011 | SPSCX vs SCCPX | |
| Sterling Capital Special Opportunities Fund | Large Cap Blend Equities | 46 | 12.93% | — | Jun 2003 | SPSCX vs BOPIX | |
| Sterling Capital Stratton Small Cap Value Fund | Small Cap Blend Equities | 71 | 18.04% | — | Apr 1993 | SPSCX vs STSCX | |
| Sterling Capital Stratton Real Estate Fund | REIT | 9 | 8.96% | — | May 1980 | SPSCX vs STMDX | |
| Sterling Capital Ultra Short Bond Fund | Ultrashort Bond | — | — | — | Nov 2012 | SPSCX vs BUSIX | |
| Sterling Capital North Carolina Intermediate Tax-F... | Municipal Bonds | 54 | 0.72% | — | Oct 1992 | SPSCX vs BBNTX |
Often Compared With SPSCX
Investors most often compare SPSCX with BBISX, SSCVX, BRSIX. These 7 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Behavioral Large Cap Value Equity... | Large Cap Value Equities | 90 | 16.05% | — | Oct 1992 | SPSCX vs BBISX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 66 | 21.10% | — | Apr 1997 | SPSCX vs SSCVX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 79 | 20.12% | — | Jul 1997 | SPSCX vs BRSIX | |
| Brandes Small Cap Value Fund | Small Cap Value Equities | 77 | 15.67% | — | Jan 2018 | SPSCX vs BSCMX | |
| Heartland Value Fund | Small Cap Value Equities | 79 | 20.07% | — | Dec 1984 | SPSCX vs HRTVX | |
| North Star Dividend Fund | Small Cap Value Equities | 28 | 15.13% | — | May 2013 | SPSCX vs NSDVX | |
| Royce Special Equity Fund | Small Cap Value Equities | 75 | 19.46% | — | May 1998 | SPSCX vs RYSEX |
Compare SPSCX with Any Fund or Stock
Compare SPSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SPSCX with funds that move differently
Sterling Capital Behavioral Small Cap Value Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SPSCX.
Explore SPSCX Diversifiers