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 a closer substitute for your current allocation.
Cheapest Alternatives to VVPSX
VVPSX charges 1.25% annually. There are 137 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | VVPSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | VVPSX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | VVPSX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | VVPSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | VVPSX vs VSMAX |
Best Risk-Adjusted Alternatives to VVPSX
VVPSX has a PortfoliosLab risk / return rank of 6. There are 170 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | VVPSX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | VVPSX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | VVPSX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | VVPSX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | VVPSX vs WWSIX |
Top Performing VVPSX Alternatives (YTD)
VVPSX is at -0.56% YTD. There are 172 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | VVPSX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | VVPSX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | VVPSX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | VVPSX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | VVPSX vs MOPIX |
Lowest Volatility Alternatives to VVPSX
VVPSX has 17.95% 1-year volatility. There are 103 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | VVPSX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | VVPSX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | VVPSX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | VVPSX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | VVPSX vs BOSOX |
Lowest Drawdown Alternatives to VVPSX
VVPSX has a 1-year max drawdown of -16.65%. There are 171 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | VVPSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | VVPSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | VVPSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | VVPSX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | VVPSX vs BIAUX |
Other Mutual Funds from Vulcan Value Partners
The 1 most viewed Vulcan Value Partners mutual funds shown here include VVPLX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vulcan Value Partners Fund | Large Cap Blend Equities | 3 | -4.71% | — | Dec 2009 | VVPSX vs VVPLX |
Often Compared With VVPSX
Investors most often compare VVPSX with VOO, HASCX, FSOPX. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare VVPSX with Any Fund or Stock
Compare VVPSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VVPSX with funds that move differently
Vulcan Value Partners Small Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VVPSX.
Explore VVPSX Diversifiers