Third Avenue Small Cap Value Fund (TASCX) Alternatives
Third Avenue Small Cap Value Fund (TASCX) 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 TASCX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to TASCX
TASCX charges 1.15% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among TASCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | TASCX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | TASCX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | TASCX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | TASCX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | TASCX vs VSMVX |
Best Risk-Adjusted Alternatives to TASCX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | TASCX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | TASCX vs BSCMX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | TASCX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | TASCX vs MMEYX | |
| Heartland Value Fund | 78 | Dec 28, 1984 | TASCX vs HRTVX |
Top Performing TASCX Alternatives (YTD)
TASCX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | TASCX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | TASCX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | TASCX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | TASCX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | TASCX vs MMEYX |
Lowest Volatility Alternatives to TASCX
TASCX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | TASCX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | TASCX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | TASCX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | TASCX vs ARSMX | |
| VELA Small Cap Fund | 18.97% | Sep 29, 2020 | TASCX vs VESMX |
Lowest Drawdown Alternatives to TASCX
TASCX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | TASCX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | TASCX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | TASCX vs RYSEX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | TASCX vs JMCRX | |
| AMG River Road Small-Mid Cap Value Fund | -12.25% | Mar 29, 2007 | TASCX vs ARSMX |
Other Mutual Funds from Third Avenue
Most popular Third Avenue mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Third Avenue Value Fund | Global Equities | 89 | 4.52% | Oct 31, 1990 | TASCX vs TAVFX | |
| Third Avenue Real Estate Value Fund | REIT | 4 | -11.96% | Sep 16, 1998 | TASCX vs TAREX | |
| Third Avenue International Real Estate Value Fund | REIT | 38 | -4.88% | May 7, 2014 | TASCX vs REIFX |
Often Compared With TASCX
What investors most often compare with TASCX, based on PortfoliosLab usage data.
Compare TASCX with Any Fund or Stock
Compare TASCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.