The S&P 500 is about to no longer be the best growth option in the U.S. equity market.

The Royce Small-Cap Special Equity Fund rose 3.3% in 2025 but trailed its benchmark. Read the full analysis for more details.

Explore how sector tilts, diversification, and cost differences set these two small-cap value ETFs apart for investors.

The fund will, under normal market conditions, invest its assets primarily in common stocks of small-cap value companies that are within a market capitalization range that is similar, although not ...

Small-cap funds on average have lagged their benchmarks by wide margins this year while putting up respectable absolute returns. Strategies that avoid speculative small caps and focus on higher ...

The investment seeks a favorable long-term total return, mainly through capital appreciation, by investing primarily in a portfolio of equity securities in smaller domestic companies based on a market ...

Royce Small-Cap Total Return Fund advanced 2.4% in 2025 but trailed its benchmark. Read the full analysis for more details.

Launched on September 9, 2010, the Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares (VIOV) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value ...

Vanguard Small-Cap ETF VB offers a well-diversified, low-turnover portfolio that is representative of the US small-cap market. These features, coupled with a minuscule fee, make it one of the best ...

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Small Cap Fund”. A ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Samantha (Sam) Silberstein, CFP®, CSLP®, EA, ...

State Street strategists think U.S. small-cap and mid-cap stocks will beat the S&P 500 over the next five years.