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 99 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 Shares | 0.03% | 188.20B | Jul 1997 | STSVX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | STSVX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | STSVX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | STSVX vs TISBX |
Best Risk-Adjusted Alternatives to STSVX
STSVX has a PortfoliosLab risk / return rank of 70. There are 113 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 97 | — | Nov 2017 | STSVX vs GQSCX | |
| TETON Westwood SmallCap Equity Fund | 96 | — | Apr 1997 | STSVX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 96 | — | Apr 1997 | STSVX vs WWSIX | |
| MainStay WMC Small Companies Fund | 94 | — | Jan 1987 | STSVX vs MOPIX | |
| Vanguard Strategic Small-Cap Equity Fund | 94 | 3.10B | Apr 2006 | STSVX vs VSTCX |
Top Performing STSVX Alternatives (YTD)
STSVX is at 21.99% YTD. There are 53 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.56% | — | Dec 1991 | STSVX vs RYOTX | |
| Paradigm Micro-cap Fund | 37.36% | — | Dec 2007 | STSVX vs PVIVX | |
| River Oak Discovery Fund | 31.95% | — | Jun 2005 | STSVX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.53% | — | Apr 1997 | STSVX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 31.36% | — | Apr 1997 | STSVX vs WESCX |
Lowest Volatility Alternatives to STSVX
STSVX has 16.93% 1-year volatility. There are 36 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Copeland SMID Cap Dividend Growth Fund | 14.41% | — | Feb 2017 | STSVX vs CSMDX | |
| DFA International Small Company Portfolio | 14.46% | 16.04B | Sep 1996 | STSVX vs DFISX | |
| Hennessy Cornerstone Growth Fund | 14.52% | — | Nov 1996 | STSVX vs HFCGX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.88% | — | Sep 2011 | STSVX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.89% | — | Sep 2011 | STSVX vs FTHNX |
Lowest Drawdown Alternatives to STSVX
STSVX has a 1-year max drawdown of -9.45%. There are 60 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% | 3.10B | Apr 2006 | STSVX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.86B | 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, DISRX, DFLYX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Equity Income Fund | Dividend, Large Cap Value Equities | 92 | 15.48% | — | Jul 2006 | STSVX vs DQIRX | |
| BNY Mellon International Stock Fund | Foreign Large Cap Equities | 16 | 5.76% | — | Dec 2006 | STSVX vs DISRX | |
| BNY Mellon Floating Rate Income Fund | Bank Loan | 83 | 2.52% | — | Sep 2013 | STSVX vs DFLYX | |
| BNY Mellon Natural Resources Fund | Energy Equities | 86 | 21.43% | — | Oct 2003 | STSVX vs DLDRX | |
| BNY Mellon Global Equity Income Fund | Dividend, Global Equities | 87 | 14.73% | — | Oct 2007 | STSVX vs DQEIX | |
| BNY Mellon Global Real Estate Securities Fund | REIT | 50 | 14.08% | — | Dec 2006 | STSVX vs DRLIX | |
| BNY Mellon Small/Mid Cap Growth Fund | Mid Cap Growth Equities | 19 | 9.13% | — | Jan 1988 | STSVX vs SDSCX | |
| BNY Mellon International Equity Fund | Foreign Large Cap Equities | 40 | 8.85% | — | Dec 2005 | STSVX vs SNIEX | |
| BNY Mellon International Bond Fund | Global Bonds | 3 | -1.07% | — | Dec 2005 | STSVX vs DIBRX | |
| BNY Mellon Global Stock Fund | Global Equities | 20 | 6.41% | — | Dec 2006 | STSVX vs DGLRX |
Often Compared With STSVX
Investors most often compare STSVX with SSLCX, HASCX, AUERX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DWS Small Cap Core Fund | Small Cap Blend Equities | 33 | 13.10% | — | Jul 2000 | STSVX vs SSLCX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 87 | 30.70% | — | Dec 2001 | STSVX vs HASCX | |
| Auer Growth Fund | Small Cap Blend Equities | 93 | 15.57% | — | Dec 2007 | STSVX vs AUERX | |
| Brown Advisory Small-Cap Fundamental Value Fund | Small Cap Blend Equities | 85 | 23.53% | — | Dec 2008 | STSVX vs BIAUX | |
| Hodges Small Cap Fund | Small Cap Blend Equities | 82 | 29.88% | — | Dec 2007 | STSVX vs HDPSX | |
| Boston Trust Small Cap Fund | Small Cap Blend Equities | 37 | 15.62% | — | — | STSVX vs BOSOX | |
| Vanguard Small-Cap Index Fund Admiral Shares | Small Cap Blend Equities | 72 | 16.89% | 188.20B | Nov 2000 | STSVX vs VSMAX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | Small Cap Blend Equities | 56 | 27.47% | — | Dec 2018 | STSVX vs FTMSX |
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