Pear Tree Polaris Small Cap Fund (USBNX) Alternatives
Pear Tree Polaris Small Cap Fund (USBNX) 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 USBNX. 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 USBNX
USBNX charges 1.50% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among USBNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | USBNX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | USBNX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | USBNX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | USBNX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | USBNX vs VSMVX |
Best Risk-Adjusted Alternatives to USBNX
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 | USBNX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | USBNX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | USBNX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | USBNX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | USBNX vs MMEYX |
Top Performing USBNX Alternatives (YTD)
USBNX 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 | USBNX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | USBNX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | USBNX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | USBNX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | USBNX vs MMEYX |
Lowest Volatility Alternatives to USBNX
USBNX 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 | USBNX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | USBNX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | USBNX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | USBNX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | USBNX vs TASCX |
Lowest Drawdown Alternatives to USBNX
USBNX 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 | USBNX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | USBNX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | USBNX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | USBNX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | USBNX vs JMCRX |
Other Mutual Funds from Pear Tree Funds
Most popular Pear Tree Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Pear Tree Quality Fund | Large Cap Blend Equities | 14 | -9.51% | May 6, 1985 | USBNX vs USBOX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | Foreign Small & Mid Cap Equities | 44 | -3.72% | Apr 30, 2008 | USBNX vs QUSIX | |
| Essex Environmental Opportunities Fund | Mid Cap Growth Equities | 65 | -3.10% | Sep 1, 2017 | USBNX vs EEOFX | |
| Pear Tree Polaris Foreign Value Fund | Foreign Large Cap Equities | 89 | 4.28% | May 14, 1998 | USBNX vs QFVOX | |
| Pear Tree Polaris International Opportunities Fund | Foreign Small & Mid Cap Equities | 25 | -2.49% | Jan 28, 2019 | USBNX vs QISIX |
Often Compared With USBNX
What investors most often compare with USBNX, based on PortfoliosLab usage data.
Compare USBNX with Any Fund or Stock
Compare USBNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.