Vulcan Value Partners Small Cap Fund (VVPSX) Alternatives
Vulcan Value Partners Small Cap Fund (VVPSX) 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 VVPSX. 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 VVPSX
VVPSX charges 1.25% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among VVPSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | VVPSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | VVPSX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | VVPSX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | VVPSX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | VVPSX vs TISBX |
Best Risk-Adjusted Alternatives to VVPSX
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 | VVPSX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | VVPSX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | VVPSX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | VVPSX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | VVPSX vs PRSVX |
Top Performing VVPSX Alternatives (YTD)
VVPSX 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 | VVPSX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | VVPSX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | VVPSX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | VVPSX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | VVPSX vs RIVSX |
Lowest Volatility Alternatives to VVPSX
VVPSX 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 | VVPSX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | VVPSX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | VVPSX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | VVPSX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | VVPSX vs CSMDX |
Lowest Drawdown Alternatives to VVPSX
VVPSX 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 | VVPSX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | VVPSX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | VVPSX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | VVPSX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | VVPSX vs BOSOX |
Other Mutual Funds from Vulcan Value Partners
Most popular Vulcan Value Partners mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vulcan Value Partners Fund | Large Cap Blend Equities | 2 | -15.88% | Dec 30, 2009 | VVPSX vs VVPLX |
Often Compared With VVPSX
What investors most often compare with VVPSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | VVPSX vs VOO | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | VVPSX vs TNVIX |
Compare VVPSX with Any Fund or Stock
Compare VVPSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.