Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) 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 VSIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VSIAX
VSIAX charges 0.07% annually. There are 2 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 | VSIAX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | VSIAX vs VSIIX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | VSIAX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | VSIAX vs VRTVX | |
| Vanguard Small Cap Value Index Fund | 0.19% | — | May 1998 | VSIAX vs VISVX |
Best Risk-Adjusted Alternatives to VSIAX
VSIAX has a PortfoliosLab risk / return rank of 76. There are 71 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | VSIAX vs MMEYX | |
| Royce Special Equity Fund | 95 | — | May 1998 | VSIAX vs RYSEX | |
| Third Avenue Small Cap Value Fund | 95 | — | Apr 1997 | VSIAX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | VSIAX vs AVALX | |
| PGIM Quant Solutions Small-Cap Value Fund | 94 | — | Jan 1993 | VSIAX vs TASVX |
Top Performing VSIAX Alternatives (YTD)
VSIAX is at 16.66% YTD. There are 101 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.19% | — | Dec 1996 | VSIAX vs MMEYX | |
| Columbia Select Small Cap Value Fund | 27.88% | — | Apr 1997 | VSIAX vs SSCVX | |
| Diamond Hill Small Cap Fund Class I | 27.79% | — | Dec 2000 | VSIAX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.58% | — | Dec 2000 | VSIAX vs DHSCX | |
| Royce Special Equity Fund | 26.73% | — | May 1998 | VSIAX vs RYSEX |
Lowest Volatility Alternatives to VSIAX
VSIAX has 14.92% 1-year volatility. There are 8 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.47% | — | Apr 2019 | VSIAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 13.98% | — | Apr 1997 | VSIAX vs TASCX | |
| VELA Small Cap Fund | 14.27% | — | Sep 2020 | VSIAX vs VESMX | |
| Pear Tree Polaris Small Cap Fund | 14.36% | — | Aug 1992 | VSIAX vs USBNX | |
| AMG River Road Small-Mid Cap Value Fund | 14.37% | — | Mar 2007 | VSIAX vs ARSMX |
Lowest Drawdown Alternatives to VSIAX
VSIAX has a 1-year max drawdown of -8.87%. There are 25 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 | VSIAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | VSIAX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | VSIAX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | VSIAX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | VSIAX vs TSLTX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With VSIAX
Investors most often compare VSIAX with VBR, VSGAX, VINIX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare VSIAX with Any Fund or Stock
Compare VSIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VSIAX with funds that move differently
Vanguard Small-Cap Value Index Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSIAX.
Explore VSIAX Diversifiers