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% | 65.50B | Sep 2011 | SPSCX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | SPSCX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | SPSCX vs VRTVX |
Best Risk-Adjusted Alternatives to SPSCX
SPSCX has a PortfoliosLab risk / return rank of 86. There are 18 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 92 | — | May 1998 | SPSCX vs AVALX | |
| Victory Integrity Discovery Fund | 92 | — | Dec 1996 | SPSCX vs MMEYX | |
| Transamerica Small Cap Value | 91 | — | Jan 2003 | SPSCX vs TSLTX | |
| Third Avenue Small Cap Value Fund | 91 | — | Apr 1997 | SPSCX vs TASCX | |
| VY Columbia Small Cap Value II Portfolio | 90 | — | Apr 2006 | SPSCX vs ICISX |
Top Performing SPSCX Alternatives (YTD)
SPSCX is at 22.92% YTD. There are 34 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.94% | — | Dec 1996 | SPSCX vs MMEYX | |
| Royce Opportunity Fund | 29.70% | — | Nov 1996 | SPSCX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 27.73% | — | Apr 2021 | SPSCX vs FESCX | |
| AB Small Cap Value Portfolio | 27.16% | — | Dec 2014 | SPSCX vs SCYVX | |
| American Beacon Small Cap Value Fund | 26.72% | — | Dec 1998 | SPSCX vs AVFIX |
Lowest Volatility Alternatives to SPSCX
SPSCX has 15.57% 1-year volatility. There are 16 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 | SPSCX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.32% | — | Apr 2019 | SPSCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | SPSCX vs TASCX | |
| VELA Small Cap Fund | 14.26% | — | Sep 2020 | SPSCX vs VESMX | |
| Royce Special Equity Fund | 14.28% | — | May 1998 | SPSCX vs RYSEX |
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, BIBTX and span 8 categories.
Often Compared With SPSCX
Investors most often compare SPSCX with BRSIX, BSCMX, SSCVX. These 12 comparison targets span 1 categories, based on PortfoliosLab usage data.
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