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) 15.43% 29.97% 16.54% 7.86% 11.47% 11.29% 9.89%
FSSNX (FIDELITY SMALL CAP INDEX FUND INSTITUTIONAL PREMIUM CLASS) 20.76% 42.94% 18.63% 7.47% 11.53% NA NA
SWSSX (SCHWAB SMALL-CAP INDEX FUND SELECT SHARES) 20.72% 42.83% 18.55% 5.80% 9.84% 9.73% 8.06%
PRNHX (T. ROWE PRICE NEW HORIZONS FUND INC. T. ROWE PRICE NEW HORIZONS FUND INC.) 16.23% 29.99% 9.86% -0.37% 12.91% 13.30% 11.94%
TRSSX (T. ROWE PRICE INSTITUTIONAL SMALL-CAP STOCK FUND T. ROWE PRICE INSTITUTIONAL SMALL-CAP STOCK FUND) 15.42% 27.72% 14.80% 5.68% 12.07% 11.93% 10.69%
FSCRX (FIDELITY SMALL CAP DISCOVERY FUND FIDELITY SMALL CAP DISCOVERY FUND) 14.56% 30.85% 13.75% 8.02% 9.85% 10.62% 10.44%
PSCZX (PRUDENTIAL JENNISON SMALL COMPANY FUND INC. CLASS Z) 16.21% 32.32% 14.96% 1.27% 7.27% 7.98% 7.57%
BRUSX (ULTRA-SMALL COMPANY FUND CLASS N) 9.26% 25.82% 14.84% -1.42% 6.92% 6.92% 5.35%
Data as of 06/18/2026, Common starting date is 09/15/2011

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