BNY Mellon Small Cap Value Fund (STSVX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with STSVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to STSVX
STSVX charges 1.03% annually. There are 98 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | STSVX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | STSVX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | STSVX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | STSVX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | STSVX vs VSMAX |
Best Risk-Adjusted Alternatives to STSVX
STSVX has a PortfoliosLab risk / return rank of 58. There are 93 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | STSVX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | STSVX vs WESCX | |
| MainStay WMC Small Companies Fund | 92 | — | Jan 1987 | STSVX vs MOPIX | |
| River Oak Discovery Fund | 91 | — | Jun 2005 | STSVX vs RIVSX | |
| Royce Micro Cap Series Fund | 88 | — | Dec 1991 | STSVX vs RYOTX |
Top Performing STSVX Alternatives (YTD)
STSVX is at 20.95% YTD. There are 41 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 38.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 38.19% | — | Dec 1991 | STSVX vs RYOTX | |
| Paradigm Micro-cap Fund | 34.26% | — | Dec 2007 | STSVX vs PVIVX | |
| River Oak Discovery Fund | 33.44% | — | Jun 2005 | STSVX vs RIVSX | |
| Hodges Small Cap Fund | 32.31% | — | Dec 2007 | STSVX vs HDPSX | |
| Keeley Small Cap Fund Class Institutional | 31.53% | — | Apr 1997 | STSVX vs WWSIX |
Lowest Volatility Alternatives to STSVX
STSVX has 17.28% 1-year volatility. There are 39 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.57% | — | Nov 1996 | STSVX vs HFCGX | |
| DFA International Small Company Portfolio | 14.23% | — | Sep 1996 | STSVX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.67% | — | Feb 2017 | STSVX vs CSMDX | |
| DWS Small Cap Core Fund | 14.84% | — | Jul 2000 | STSVX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.20% | — | — | STSVX vs BOSOX |
Lowest Drawdown Alternatives to STSVX
STSVX has a 1-year max drawdown of -9.45%. There are 61 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | STSVX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | STSVX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | STSVX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | STSVX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | STSVX vs SSCDX |
Other Mutual Funds from Dreyfus
The 10 most viewed Dreyfus mutual funds shown here include DQIRX, DFLYX, DISRX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Equity Income Fund | Large Cap Value Equities | 86 | 12.12% | — | Jul 2006 | STSVX vs DQIRX | |
| BNY Mellon Floating Rate Income Fund | Bank Loan | 82 | 1.81% | — | Sep 2013 | STSVX vs DFLYX | |
| BNY Mellon International Stock Fund | Foreign Large Cap Equities | 5 | 2.88% | — | Dec 2006 | STSVX vs DISRX | |
| BNY Mellon Global Equity Income Fund | Global Equities | 61 | 10.57% | — | Oct 2007 | STSVX vs DQEIX | |
| BNY Mellon Global Real Estate Securities Fund | REIT | 19 | 10.68% | — | Dec 2006 | STSVX vs DRLIX | |
| BNY Mellon International Equity Fund | Foreign Large Cap Equities | 29 | 6.53% | — | Dec 2005 | STSVX vs SNIEX | |
| BNY Mellon International Bond Fund | Global Bonds | 2 | -1.88% | — | Dec 2005 | STSVX vs DIBRX | |
| BNY Mellon Natural Resources Fund | Energy Equities | 63 | 16.50% | — | Oct 2003 | STSVX vs DLDRX | |
| BNY Mellon Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 14 | 10.44% | — | Jan 1988 | STSVX vs SDSCX | |
| BNY Mellon Global Stock Fund | Global Equities | 6 | 0.27% | — | Dec 2006 | STSVX vs DGLRX |
Often Compared With STSVX
Investors most often compare STSVX with BIAUX, HASCX, AUERX. These 4 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brown Advisory Small-Cap Fundamental Value Fund | Small Cap Blend Equities | 58 | 15.99% | — | Dec 2008 | STSVX vs BIAUX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 79 | 31.02% | — | Dec 2001 | STSVX vs HASCX | |
| Auer Growth Fund | Small Cap Blend Equities | 84 | 14.67% | — | Dec 2007 | STSVX vs AUERX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 66 | 20.55% | — | Oct 2002 | STSVX vs TISBX |
Compare STSVX with Any Fund or Stock
Compare STSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair STSVX with funds that move differently
BNY Mellon Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STSVX.
Explore STSVX Diversifiers