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 a closer substitute for your current allocation.
Cheapest Alternatives to TASCX
TASCX charges 1.15% annually. There are 74 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 | TASCX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | TASCX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | TASCX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | TASCX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | TASCX vs VRTVX |
Best Risk-Adjusted Alternatives to TASCX
TASCX has a PortfoliosLab risk / return rank of 79. There are 21 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | TASCX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | TASCX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | TASCX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | TASCX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | TASCX vs AVALX |
Top Performing TASCX Alternatives (YTD)
TASCX is at 16.38% YTD. There are 76 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | TASCX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | TASCX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | TASCX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | TASCX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | TASCX vs WSCVX |
Lowest Volatility Alternatives to TASCX
TASCX has 14.31% 1-year volatility. There are 2 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | TASCX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | TASCX vs PVCMX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | TASCX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | TASCX vs ARSMX | |
| Royce Special Equity Fund | 14.60% | — | May 1998 | TASCX vs RYSEX |
Lowest Drawdown Alternatives to TASCX
TASCX has a 1-year max drawdown of -6.29%. There is 1 mutual fund in the Small Cap Value Equities category with a shallower 1-year drawdown, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | TASCX vs PVCMX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | TASCX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | TASCX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | TASCX vs TSLTX | |
| Columbia Select Small Cap Value Fund | -7.88% | — | Apr 1997 | TASCX vs SSCVX |
Other Mutual Funds from Third Avenue
The 3 most viewed Third Avenue mutual funds shown here include TAVFX, TAREX, REIFX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Third Avenue Value Fund | Global Equities | 75 | 10.91% | — | Oct 1990 | TASCX vs TAVFX | |
| Third Avenue Real Estate Value Fund | REIT | 3 | -6.41% | — | Sep 1998 | TASCX vs TAREX | |
| Third Avenue International Real Estate Value Fund | REIT | 4 | -2.73% | — | May 2014 | TASCX vs REIFX |
Often Compared With TASCX
Investors most often compare TASCX with VSMAX, WMICX, VB. These 20 comparison targets span 3 categories, 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.
Pair TASCX with funds that move differently
Third Avenue Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TASCX.
Explore TASCX Diversifiers