VELA Small Cap Fund (VESMX) 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 VESMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VESMX
VESMX charges 1.20% annually. There are 82 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 | VESMX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | VESMX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | VESMX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | VESMX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | VESMX vs VRTVX |
Best Risk-Adjusted Alternatives to VESMX
VESMX has a PortfoliosLab risk / return rank of 22. There are 115 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 | VESMX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | VESMX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | VESMX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | VESMX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | VESMX vs AVALX |
Top Performing VESMX Alternatives (YTD)
VESMX is at 4.54% YTD. There are 123 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 | VESMX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | VESMX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | VESMX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | VESMX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | VESMX vs WSCVX |
Lowest Volatility Alternatives to VESMX
VESMX has 14.39% 1-year volatility. There are 3 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 | VESMX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | VESMX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | VESMX vs TASCX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | VESMX vs ARSMX | |
| Royce Special Equity Fund | 14.60% | — | May 1998 | VESMX vs RYSEX |
Lowest Drawdown Alternatives to VESMX
VESMX has a 1-year max drawdown of -9.48%. There are 48 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 | VESMX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | VESMX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | VESMX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | VESMX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | VESMX vs TSLTX |
Other Mutual Funds from VELA Funds
The 2 most viewed VELA Funds mutual funds shown here include VELIX, VEITX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| VELA Large Cap Plus Fund | Large Cap Blend Equities | 9 | -2.30% | — | Sep 2020 | VESMX vs VELIX | |
| VELA International Fund | Foreign Large Cap Equities | 24 | 3.10% | — | Sep 2020 | VESMX vs VEITX |
Often Compared With VESMX
Investors most often compare VESMX with VSMAX, BRSIX, NSDVX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare VESMX with Any Fund or Stock
Compare VESMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VESMX with funds that move differently
VELA Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VESMX.
Explore VESMX Diversifiers