North Star 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 a closer substitute for your current allocation.
Cheapest Alternatives to WSCVX
WSCVX charges 1.21% annually. There are 84 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | WSCVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | WSCVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | WSCVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | WSCVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | WSCVX vs VRTVX |
Best Risk-Adjusted Alternatives to WSCVX
WSCVX has a PortfoliosLab risk / return rank of 88. There are 23 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | WSCVX vs MMEYX | |
| Royce Special Equity Fund | 95 | — | May 1998 | WSCVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | 95 | — | Apr 1997 | WSCVX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | WSCVX vs AVALX | |
| PGIM Quant Solutions Small-Cap Value Fund | 94 | — | Jan 1993 | WSCVX vs TASVX |
Top Performing WSCVX Alternatives (YTD)
WSCVX is at 23.60% YTD. There are 29 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.19% | — | Dec 1996 | WSCVX vs MMEYX | |
| Columbia Select Small Cap Value Fund | 27.88% | — | Apr 1997 | WSCVX vs SSCVX | |
| Diamond Hill Small Cap Fund Class I | 27.79% | — | Dec 2000 | WSCVX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.58% | — | Dec 2000 | WSCVX vs DHSCX | |
| Royce Special Equity Fund | 26.73% | — | May 1998 | WSCVX vs RYSEX |
Lowest Volatility Alternatives to WSCVX
WSCVX has 17.62% 1-year volatility. There are 80 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.47% | — | Apr 2019 | WSCVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 13.98% | — | Apr 1997 | WSCVX vs TASCX | |
| VELA Small Cap Fund | 14.27% | — | Sep 2020 | WSCVX vs VESMX | |
| Pear Tree Polaris Small Cap Fund | 14.36% | — | Aug 1992 | WSCVX vs USBNX | |
| AMG River Road Small-Mid Cap Value Fund | 14.37% | — | Mar 2007 | WSCVX vs ARSMX |
Lowest Drawdown Alternatives to WSCVX
WSCVX has a 1-year max drawdown of -8.96%. There are 31 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | WSCVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | WSCVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | WSCVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | WSCVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | WSCVX vs TSLTX |
Other Mutual Funds from North Star
The 4 most viewed North Star mutual funds shown here include NSDVX, NSOIX, NSBDX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| North Star Dividend Fund | Small Cap Value Equities | 70 | 22.08% | — | May 2013 | WSCVX vs NSDVX | |
| North Star Opportunity Fund | Diversified Portfolio | 85 | 10.09% | — | Dec 2011 | WSCVX vs NSOIX | |
| North Star Bond Fund | Nontraditional Bonds | 62 | 1.85% | — | Dec 2014 | WSCVX vs NSBDX | |
| North Star Micro Cap Fund | Small Cap Blend Equities | 31 | 15.53% | — | May 2013 | WSCVX vs NSMVX |
Often Compared With WSCVX
Investors most often compare WSCVX with AVWS.DE, IWM, ZPRV.DE. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare WSCVX with Any Fund or Stock
Compare WSCVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair WSCVX with funds that move differently
North Star Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to WSCVX.
Explore WSCVX Diversifiers