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 a closer substitute for your current allocation.
Cheapest Alternatives to USBNX
USBNX charges 1.50% annually. There are 113 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 | USBNX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | USBNX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | USBNX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | USBNX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | USBNX vs VSMVX |
Best Risk-Adjusted Alternatives to USBNX
USBNX has a PortfoliosLab risk / return rank of 49. There are 91 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 | USBNX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | USBNX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | USBNX vs WSCVX | |
| Aegis Value Fund | 89 | — | May 1998 | USBNX vs AVALX | |
| First Eagle Small Cap Opportunity Fund | 88 | — | Apr 2021 | USBNX vs FESCX |
Top Performing USBNX Alternatives (YTD)
USBNX is at 15.29% YTD. There are 95 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 33.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 33.00% | — | Dec 1996 | USBNX vs MMEYX | |
| Royce Opportunity Fund | 29.82% | — | Nov 1996 | USBNX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 29.72% | — | Apr 2021 | USBNX vs FESCX | |
| Invesco Small Cap Value Fund | 29.12% | — | Jun 1999 | USBNX vs VSCAX | |
| Walthausen Small Cap Value Fund | 27.05% | — | Feb 2008 | USBNX vs WSCVX |
Lowest Volatility Alternatives to USBNX
USBNX has 14.76% 1-year volatility. There are 6 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.58% | — | Sep 2017 | USBNX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.24% | — | Apr 2019 | USBNX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.33% | — | Apr 1997 | USBNX vs TASCX | |
| VELA Small Cap Fund | 14.35% | — | Sep 2020 | USBNX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.48% | — | Mar 2007 | USBNX vs ARSMX |
Lowest Drawdown Alternatives to USBNX
USBNX has a 1-year max drawdown of -9.19%. There are 40 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | USBNX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | USBNX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | USBNX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | USBNX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | USBNX vs TSLTX |
Other Mutual Funds from Pear Tree Funds
The 5 most viewed Pear Tree Funds mutual funds shown here include EEOFX, USBOX, QUSIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Essex Environmental Opportunities Fund | Mid Cap Growth Equities | 55 | 20.74% | — | Sep 2017 | USBNX vs EEOFX | |
| Pear Tree Quality Fund | Large Cap Blend Equities | 21 | 3.29% | — | May 1985 | USBNX vs USBOX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | Foreign Small & Mid Cap Equities | 8 | 0.82% | — | Apr 2008 | USBNX vs QUSIX | |
| Pear Tree Polaris International Opportunities Fund | Foreign Small & Mid Cap Equities | 54 | 19.26% | — | Jan 2019 | USBNX vs QISIX | |
| Pear Tree Polaris Foreign Value Fund | Foreign Large Cap Equities | 76 | 16.29% | — | May 1998 | USBNX vs QFVOX |
Often Compared With USBNX
Investors most often compare USBNX with SBER.ME, SSCVX, MXLSX. These 20 comparison targets span 1 categories, 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.
Pair USBNX with funds that move differently
Pear Tree Polaris Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USBNX.
Explore USBNX Diversifiers