USAA Small Cap Stock Fund (USCAX) 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 USCAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to USCAX
USCAX charges 1.10% annually. There are 108 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 | USCAX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | USCAX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | USCAX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | USCAX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | USCAX vs VSMAX |
Best Risk-Adjusted Alternatives to USCAX
USCAX has a PortfoliosLab risk / return rank of 85. There are 17 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | USCAX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | USCAX vs WWSIX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 92 | — | Nov 2017 | USCAX vs GQSCX | |
| River Oak Discovery Fund | 91 | — | Jun 2005 | USCAX vs RIVSX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | USCAX vs MOPIX |
Top Performing USCAX Alternatives (YTD)
USCAX is at 24.98% YTD. There are 17 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 39.59% | — | Dec 2007 | USCAX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.28% | — | Dec 1991 | USCAX vs RYOTX | |
| River Oak Discovery Fund | 31.64% | — | Jun 2005 | USCAX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.01% | — | Apr 1997 | USCAX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 30.82% | — | Apr 1997 | USCAX vs WESCX |
Lowest Volatility Alternatives to USCAX
USCAX has 17.88% 1-year volatility. There are 76 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.92%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.92% | — | Nov 1996 | USCAX vs HFCGX | |
| DFA International Small Company Portfolio | 14.34% | 15.72B | Sep 1996 | USCAX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.58% | — | Feb 2017 | USCAX vs CSMDX | |
| DWS Small Cap Core Fund | 15.01% | — | Jul 2000 | USCAX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.11% | — | — | USCAX vs BOSOX |
Lowest Drawdown Alternatives to USCAX
USCAX has a 1-year max drawdown of -9.11%. There are 32 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 | USCAX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | USCAX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | USCAX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | USCAX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | USCAX vs SSCDX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Nasdaq-100, Large Cap Growth Equities | 51 | 16.98% | — | Oct 2000 | USCAX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 66 | 11.41% | — | May 1996 | USCAX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 3.73% | — | Jan 2023 | USCAX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 14 | 6.28% | — | Oct 1981 | USCAX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 94 | 29.57% | — | Nov 1995 | USCAX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 19 | -13.72% | — | Aug 1984 | USCAX vs USAGX | |
| USAA Growth Fund | Large Cap Growth Equities | 10 | 1.87% | — | Apr 1971 | USCAX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 78 | 8.91% | — | Aug 1984 | USCAX vs USCRX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 84 | 6.87% | — | Jan 1989 | USCAX vs USBLX | |
| USAA Science & Technology Fund | Technology Equities | 38 | 19.84% | — | Jul 1997 | USCAX vs USSCX |
Often Compared With USCAX
Investors most often compare USCAX with VOO, HASCX, TNVIX. These 18 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare USCAX with Any Fund or Stock
Compare USCAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair USCAX with funds that move differently
USAA Small Cap Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to USCAX.
Explore USCAX Diversifiers