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 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% | 65.50B | 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 90. There are 2 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | WSCVX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | WSCVX vs MMEYX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | WSCVX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | WSCVX vs AVALX | |
| Invesco Small Cap Value Fund | 89 | — | Jun 1999 | WSCVX vs VSCAX |
Top Performing WSCVX Alternatives (YTD)
WSCVX is at 27.95% YTD. There are 4 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | WSCVX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | WSCVX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | WSCVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | WSCVX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 26.22% | — | Jun 2002 | WSCVX vs QRSVX |
Lowest Volatility Alternatives to WSCVX
WSCVX has 17.90% 1-year volatility. There are 73 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | WSCVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | WSCVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | WSCVX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | WSCVX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | WSCVX vs ARSMX |
Lowest Drawdown Alternatives to WSCVX
WSCVX has a 1-year max drawdown of -8.96%. There are 32 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 |
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
Walthausen 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