VALIC Company I Small Cap Special Values Fund (VSSVX) Alternatives
VALIC Company I Small Cap Special Values Fund (VSSVX) 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 VSSVX. 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 VSSVX
VSSVX charges 0.87% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among VSSVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | VSSVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | VSSVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | VSSVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | VSSVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | VSSVX vs VSMVX |
Best Risk-Adjusted Alternatives to VSSVX
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 | VSSVX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | VSSVX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | VSSVX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | VSSVX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | VSSVX vs MMEYX |
Top Performing VSSVX Alternatives (YTD)
VSSVX 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 | VSSVX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | VSSVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | VSSVX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | VSSVX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | VSSVX vs MMEYX |
Lowest Volatility Alternatives to VSSVX
VSSVX 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 | VSSVX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | VSSVX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | VSSVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | VSSVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | VSSVX vs TASCX |
Lowest Drawdown Alternatives to VSSVX
VSSVX 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 | VSSVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | VSSVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | VSSVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | VSSVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | VSSVX vs JMCRX |
Other Mutual Funds from VALIC
Most popular VALIC mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| VALIC Company I Nasdaq-100 Index Fund | Large Cap Growth Equities | 47 | -9.05% | Oct 2, 2000 | VSSVX vs VCNIX | |
| VALIC Company I Global Strategy Fund | Global Allocation | 85 | -2.11% | Dec 4, 2005 | VSSVX vs VGLSX | |
| VALIC Company I Stock Index Fund | Large Cap Blend Equities | 41 | -7.17% | Apr 20, 1987 | VSSVX vs VSTIX | |
| VALIC Company I Mid Cap Strategic Growth Fund | Mid Cap Growth Equities | 17 | -7.73% | Dec 20, 2004 | VSSVX vs VMSGX | |
| VALIC Company I Science & Technology Fund | Technology Equities | 41 | -9.97% | Apr 28, 1994 | VSSVX vs VCSTX | |
| VALIC Company I Small Cap Index Fund | Small Cap Blend Equities | 45 | -2.67% | May 1, 1992 | VSSVX vs VCSLX | |
| VALIC Company I Blue Chip Growth Fund | Large Cap Growth Equities | 24 | -13.29% | Nov 1, 2000 | VSSVX vs VCBCX | |
| VALIC Company I Growth Fund | Large Cap Growth Equities | 18 | -12.67% | Dec 5, 2005 | VSSVX vs VCULX | |
| VALIC Company I Systematic Core Fund | Large Cap Blend Equities | 27 | -7.95% | Apr 29, 1994 | VSSVX vs VCGAX | |
| VALIC Company I International Equities Index Fund | Foreign Large Cap Equities | 59 | -1.57% | Oct 2, 1989 | VSSVX vs VCIEX |
Often Compared With VSSVX
What investors most often compare with VSSVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 74 | 8.60% | Sep 24, 2019 | VSSVX vs AVUV | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | VSSVX vs VSCAX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | VSSVX vs PRVIX | |
| Heartland Value Fund | Small Cap Value Equities | 78 | 4.83% | Dec 28, 1984 | VSSVX vs HRTVX |
Compare VSSVX with Any Fund or Stock
Compare VSSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.