Vanguard Small Cap Value Index Fund (VISVX) Alternatives
Vanguard Small Cap Value Index Fund (VISVX) 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 VISVX. 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 VISVX
VISVX charges 0.19% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among VISVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | VISVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | VISVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | VISVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | VISVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | VISVX vs VSMVX |
Best Risk-Adjusted Alternatives to VISVX
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 | VISVX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | VISVX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | VISVX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | VISVX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | VISVX vs MMEYX |
Top Performing VISVX Alternatives (YTD)
VISVX 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 | VISVX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | VISVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | VISVX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | VISVX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | VISVX vs MMEYX |
Lowest Volatility Alternatives to VISVX
VISVX 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 | VISVX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | VISVX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | VISVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | VISVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | VISVX vs TASCX |
Lowest Drawdown Alternatives to VISVX
VISVX 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 | VISVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | VISVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | VISVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | VISVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | VISVX vs JMCRX |
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Often Compared With VISVX
What investors most often compare with VISVX, based on PortfoliosLab usage data.
Compare VISVX with Any Fund or Stock
Compare VISVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.