Thrivent Small Cap Stock Fund (AASMX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AASMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AASMX
AASMX charges 1.07% annually. There are 104 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | AASMX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | AASMX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | AASMX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | AASMX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | AASMX vs VSMAX |
Best Risk-Adjusted Alternatives to AASMX
AASMX has a PortfoliosLab risk / return rank of 33. There are 140 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | AASMX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | AASMX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | AASMX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | AASMX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | AASMX vs GQSCX |
Top Performing AASMX Alternatives (YTD)
AASMX is at 17.17% YTD. There are 122 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | AASMX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | AASMX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | AASMX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | AASMX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | AASMX vs FTMSX |
Lowest Volatility Alternatives to AASMX
AASMX has 17.47% 1-year volatility. There are 48 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | AASMX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | AASMX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | AASMX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | AASMX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | AASMX vs BOSOX |
Lowest Drawdown Alternatives to AASMX
AASMX has a 1-year max drawdown of -11.55%. There are 137 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | AASMX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | AASMX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | AASMX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | AASMX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | AASMX vs SSCDX |
Other Mutual Funds from Thrivent
The 10 most viewed Thrivent mutual funds shown here include AAAGX, TSCSX, TMSIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Thrivent Large Cap Growth Fund | Large Cap Growth Equities | 16 | 5.17% | — | Oct 1999 | AASMX vs AAAGX | |
| Thrivent Small Cap Stock Fund Class S | Small Cap Blend Equities | 34 | 17.26% | — | Jul 1996 | AASMX vs TSCSX | |
| Thrivent Mid Cap Stock Fund Class S | Mid Cap Blend Equities | 40 | 18.27% | — | Jun 1993 | AASMX vs TMSIX | |
| Thrivent Mid Cap Stock Fund | Mid Cap Blend Equities | 40 | 18.13% | — | Jun 1993 | AASMX vs AASCX | |
| Thrivent Balanced Income Plus Fund | Diversified Portfolio | 65 | 5.57% | — | Dec 1997 | AASMX vs AABFX | |
| Thrivent Diversified Income Plus Fund | Diversified Portfolio | 76 | 3.70% | — | Jan 1997 | AASMX vs AAHYX | |
| Thrivent Global Stock Fund | Global Equities | 56 | 11.35% | — | Jul 1987 | AASMX vs AALGX | |
| Thrivent Aggressive Allocation Fund | Diversified Portfolio | 54 | 11.05% | — | Jun 2005 | AASMX vs TAAAX | |
| Thrivent Moderately Aggressive Allocation Fund Cla... | Diversified Portfolio | 56 | 9.25% | — | Jun 2005 | AASMX vs TMAAX | |
| Thrivent Large Cap Value Fund | Large Cap Value Equities | 86 | 13.79% | — | Oct 1999 | AASMX vs AAUTX |
Often Compared With AASMX
Investors most often compare AASMX with VOO, CAMSX, THMAX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare AASMX with Any Fund or Stock
Compare AASMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AASMX with funds that move differently
Thrivent Small Cap Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AASMX.
Explore AASMX Diversifiers