Walthausen Small Cap Value Fund (WSCVX) Alternatives
Walthausen Small Cap Value Fund (WSCVX) 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 WSCVX. 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 WSCVX
WSCVX charges 1.21% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among WSCVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | WSCVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | WSCVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | WSCVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | WSCVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | WSCVX vs VSMVX |
Best Risk-Adjusted Alternatives to WSCVX
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 | WSCVX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | WSCVX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | WSCVX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | WSCVX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | WSCVX vs MMEYX |
Top Performing WSCVX Alternatives (YTD)
WSCVX 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 | WSCVX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | WSCVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | WSCVX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | WSCVX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | WSCVX vs MMEYX |
Lowest Volatility Alternatives to WSCVX
WSCVX 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 | WSCVX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | WSCVX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | WSCVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | WSCVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | WSCVX vs TASCX |
Lowest Drawdown Alternatives to WSCVX
WSCVX 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 | WSCVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | WSCVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | WSCVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | WSCVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | WSCVX vs JMCRX |
Often Compared With WSCVX
What investors most often compare with WSCVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Avantis Global Small Cap Value UCITS ETF USD Acc E... | Foreign Small & Mid Cap Equities | 68 | 8.02% | Sep 25, 2024 | WSCVX vs AVWS.DE | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 69 | 0.93% | May 22, 2000 | WSCVX vs IWM | |
| SPDR MSCI USA Small Cap Value Weighted UCITS ETF | Small Cap Value Equities | 48 | 4.32% | Feb 18, 2015 | WSCVX vs ZPRV.DE | |
| Columbia Small Cap Value Fund I | Small Cap Value Equities | 51 | -1.68% | Jul 25, 1986 | WSCVX vs CSMIX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | WSCVX vs SSCVX | |
| Fidelity Small Cap Value Fund | Small Cap Value Equities | 28 | -0.85% | Nov 3, 2004 | WSCVX vs FCPVX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | WSCVX vs PRVIX | |
| Pear Tree Polaris Small Cap Fund | Small Cap Value Equities | 30 | 1.48% | Aug 3, 1992 | WSCVX vs USBNX | |
| Heartland Value Fund | Small Cap Value Equities | 78 | 4.83% | Dec 28, 1984 | WSCVX vs HRTVX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | WSCVX vs VSCAX |
Compare WSCVX with Any Fund or Stock
Compare WSCVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.