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 Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | VSIAX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | VSIAX vs VSMVX | |
| 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 48. There are 73 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 90 | — | May 1998 | VSIAX vs AVALX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | VSIAX vs MMEYX | |
| Transamerica Small Cap Value | 88 | — | Jan 2003 | VSIAX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 86 | — | Apr 2006 | VSIAX vs ICISX | |
| Third Avenue Small Cap Value Fund | 86 | — | Apr 1997 | VSIAX vs TASCX |
Top Performing VSIAX Alternatives (YTD)
VSIAX is at 15.38% YTD. There are 102 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.12% | — | Dec 1996 | VSIAX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | VSIAX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.34% | — | Apr 2021 | VSIAX vs FESCX | |
| Invesco Small Cap Value Fund | 27.70% | — | Jun 1999 | VSIAX vs VSCAX | |
| Columbia Select Small Cap Value Fund | 26.68% | — | Apr 1997 | VSIAX vs SSCVX |
Lowest Volatility Alternatives to VSIAX
VSIAX has 15.14% 1-year volatility. There are 9 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | VSIAX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.30% | — | Apr 2019 | VSIAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | VSIAX vs TASCX | |
| VELA Small Cap Fund | 14.29% | — | Sep 2020 | VSIAX vs VESMX | |
| Royce Special Equity Fund | 14.30% | — | May 1998 | VSIAX vs RYSEX |
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