Vanguard Russell 2000 Value Index Fund Institutional Shares (VRTVX) Alternatives
Vanguard Russell 2000 Value Index Fund Institutional Shares (VRTVX) 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 VRTVX. 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 VRTVX
VRTVX charges 0.08% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among VRTVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | VRTVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | VRTVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | VRTVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | VRTVX vs VSMVX | |
| Vanguard Small Cap Value Index Fund | 0.19% | May 21, 1998 | VRTVX vs VISVX |
Best Risk-Adjusted Alternatives to VRTVX
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 | VRTVX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | VRTVX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | VRTVX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | VRTVX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | VRTVX vs MMEYX |
Top Performing VRTVX Alternatives (YTD)
VRTVX 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 | VRTVX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | VRTVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | VRTVX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | VRTVX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | VRTVX vs MMEYX |
Lowest Volatility Alternatives to VRTVX
VRTVX 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 | VRTVX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | VRTVX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | VRTVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | VRTVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | VRTVX vs TASCX |
Lowest Drawdown Alternatives to VRTVX
VRTVX 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 | VRTVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | VRTVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | VRTVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | VRTVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | VRTVX vs JMCRX |
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Often Compared With VRTVX
What investors most often compare with VRTVX, based on PortfoliosLab usage data.
Compare VRTVX with Any Fund or Stock
Compare VRTVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.