Vanguard S&P Small-Cap 600 Value Index Fund Institutional Shares (VSMVX) Alternatives
Vanguard S&P Small-Cap 600 Value Index Fund Institutional Shares (VSMVX) 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 VSMVX. 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 VSMVX
VSMVX charges 0.08% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among VSMVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | VSMVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | VSMVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | VSMVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | VSMVX vs VRTVX | |
| Vanguard Small Cap Value Index Fund | 0.19% | May 21, 1998 | VSMVX vs VISVX |
Best Risk-Adjusted Alternatives to VSMVX
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 | VSMVX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | VSMVX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | VSMVX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | VSMVX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | VSMVX vs MMEYX |
Top Performing VSMVX Alternatives (YTD)
VSMVX 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 | VSMVX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | VSMVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | VSMVX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | VSMVX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | VSMVX vs MMEYX |
Lowest Volatility Alternatives to VSMVX
VSMVX 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 | VSMVX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | VSMVX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | VSMVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | VSMVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | VSMVX vs TASCX |
Lowest Drawdown Alternatives to VSMVX
VSMVX 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 | VSMVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | VSMVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | VSMVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | VSMVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | VSMVX vs JMCRX |
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Often Compared With VSMVX
What investors most often compare with VSMVX, based on PortfoliosLab usage data.
Compare VSMVX with Any Fund or Stock
Compare VSMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.