US Small Cap Blend Mutual Funds

Small-cap blend funds cover smaller U.S. companies — higher growth potential but also higher volatility. Academic research shows small-caps historically deliver a modest premium over large-caps over long periods.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
VSMAX (VANGUARD SMALL-CAP INDEX FUND ADMIRAL SHARES) 13.99% 29.00% 16.05% 7.22% 11.46% 11.26% 9.82%
FSSNX (FIDELITY SMALL CAP INDEX FUND INSTITUTIONAL PREMIUM CLASS) 18.27% 40.74% 17.80% 6.55% 11.43% NA NA
SWSSX (SCHWAB SMALL-CAP INDEX FUND SELECT SHARES) 18.23% 40.63% 17.73% 4.89% 9.74% 9.65% 7.95%
PRNHX (T. ROWE PRICE NEW HORIZONS FUND INC. T. ROWE PRICE NEW HORIZONS FUND INC.) 13.23% 27.08% 8.91% -0.81% 12.77% 13.16% 11.79%
TRSSX (T. ROWE PRICE INSTITUTIONAL SMALL-CAP STOCK FUND T. ROWE PRICE INSTITUTIONAL SMALL-CAP STOCK FUND) 12.96% 26.03% 13.98% 4.90% 11.94% 11.82% 10.57%
FSCRX (FIDELITY SMALL CAP DISCOVERY FUND FIDELITY SMALL CAP DISCOVERY FUND) 12.15% 28.27% 12.95% 7.13% 9.77% 10.55% 10.32%
PSCZX (PRUDENTIAL JENNISON SMALL COMPANY FUND INC. CLASS Z) 14.41% 31.17% 14.36% 0.59% 7.21% 7.93% 7.49%
BRUSX (ULTRA-SMALL COMPANY FUND CLASS N) 7.66% 24.75% 14.28% -2.26% 6.91% 6.90% 5.28%
Data as of 06/17/2026, Common starting date is 09/15/2011

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