Vanguard Tax-Managed Small-Cap Fund Admiral Shares (VTMSX) Alternatives
Vanguard Tax-Managed Small-Cap Fund Admiral Shares (VTMSX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VTMSX. 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 VTMSX
VTMSX charges 0.09% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among VTMSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | VTMSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | VTMSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | VTMSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | VTMSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | VTMSX vs VSMAX |
Best Risk-Adjusted Alternatives to VTMSX
Among mutual funds in the Small Cap Blend 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | VTMSX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | VTMSX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | VTMSX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | VTMSX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | VTMSX vs PRSVX |
Top Performing VTMSX Alternatives (YTD)
VTMSX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | VTMSX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | VTMSX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | VTMSX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | VTMSX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | VTMSX vs RIVSX |
Lowest Volatility Alternatives to VTMSX
VTMSX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | VTMSX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | VTMSX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | VTMSX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | VTMSX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | VTMSX vs CSMDX |
Lowest Drawdown Alternatives to VTMSX
VTMSX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | VTMSX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | VTMSX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | VTMSX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | VTMSX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | VTMSX vs BOSOX |
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Often Compared With VTMSX
What investors most often compare with VTMSX, based on PortfoliosLab usage data.
Compare VTMSX with Any Fund or Stock
Compare VTMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.