Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VSIAX
VSIAX charges 0.07% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among VSIAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | VSIAX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | VSIAX vs VSIIX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | VSIAX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | VSIAX vs VRTVX | |
| Vanguard Small Cap Value Index Fund | 0.19% | May 21, 1998 | VSIAX vs VISVX |
Best Risk-Adjusted Alternatives to VSIAX
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 | VSIAX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | VSIAX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | VSIAX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | VSIAX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | VSIAX vs MMEYX |
Top Performing VSIAX Alternatives (YTD)
VSIAX 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 | VSIAX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | VSIAX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | VSIAX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | VSIAX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | VSIAX vs MMEYX |
Lowest Volatility Alternatives to VSIAX
VSIAX 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 | VSIAX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | VSIAX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | VSIAX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | VSIAX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | VSIAX vs TASCX |
Lowest Drawdown Alternatives to VSIAX
VSIAX 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 | VSIAX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | VSIAX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | VSIAX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | VSIAX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | VSIAX vs JMCRX |
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Often Compared With VSIAX
What investors most often compare with VSIAX, 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.