VELA Small Cap Fund (VESMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VESMX
VESMX charges 1.20% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among VESMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | VESMX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | VESMX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | VESMX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | VESMX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | VESMX vs VSMVX |
Best Risk-Adjusted Alternatives to VESMX
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 | VESMX vs AVALX | |
| Brandes Small Cap Value Fund | 91 | Jan 2, 2018 | VESMX vs BSCMX | |
| Bridgeway Ultra Small Company Market Fund | 85 | Jul 31, 1997 | VESMX vs BRSIX | |
| Third Avenue Small Cap Value Fund | 82 | Apr 1, 1997 | VESMX vs TASCX | |
| Heartland Value Fund | 81 | Dec 28, 1984 | VESMX vs HRTVX |
Top Performing VESMX Alternatives (YTD)
VESMX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 16.31% | May 15, 1998 | VESMX vs AVALX | |
| Invesco Small Cap Value Fund | 9.80% | Jun 21, 1999 | VESMX vs VSCAX | |
| Victory Integrity Discovery Fund | 9.11% | Dec 26, 1996 | VESMX vs MMEYX | |
| Hotchkis & Wiley Small Cap Value Fund | 9.06% | Sep 20, 1985 | VESMX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 9.00% | Jun 10, 2000 | VESMX vs HWSAX |
Lowest Volatility Alternatives to VESMX
VESMX 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 | VESMX vs PVCMX | |
| North Star Dividend Fund | 17.07% | May 31, 2013 | VESMX vs NSDVX | |
| Royce Special Equity Fund | 18.14% | May 1, 1998 | VESMX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.48% | Mar 29, 2007 | VESMX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | VESMX vs TASCX |
Lowest Drawdown Alternatives to VESMX
VESMX 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 | VESMX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | VESMX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | VESMX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | VESMX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | VESMX vs JMCRX |
Other Mutual Funds from VELA Funds
Most popular VELA Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| VELA Large Cap Plus Fund | Large Cap Blend Equities | 15 | -4.24% | Sep 29, 2020 | VESMX vs VELIX | |
| VELA International Fund | Foreign Large Cap Equities | 64 | -0.69% | Sep 29, 2020 | VESMX vs VEITX |
Often Compared With VESMX
What investors most often compare with VESMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Small-Cap Index Fund Admiral Shares | Small Cap Blend Equities | 50 | 1.90% | Nov 13, 2000 | VESMX vs VSMAX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 77 | 3.80% | Aug 28, 2015 | VESMX vs PRVIX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 61 | 8.57% | Apr 25, 1997 | VESMX vs SSCVX |
Compare VESMX with Any Fund or Stock
Compare VESMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.