Thrivent Small Cap Stock Fund (AASMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AASMX
AASMX charges 1.07% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among AASMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | AASMX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | AASMX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | AASMX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | AASMX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | AASMX vs VSMAX |
Best Risk-Adjusted Alternatives to AASMX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | AASMX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | AASMX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | AASMX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | AASMX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | AASMX vs PRSVX |
Top Performing AASMX Alternatives (YTD)
AASMX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | AASMX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | AASMX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | AASMX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | AASMX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | AASMX vs RIVSX |
Lowest Volatility Alternatives to AASMX
AASMX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | AASMX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | AASMX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | AASMX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | AASMX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | AASMX vs CSMDX |
Lowest Drawdown Alternatives to AASMX
AASMX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | AASMX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | AASMX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | AASMX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | AASMX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | AASMX vs BOSOX |
Other Mutual Funds from Thrivent
Most popular Thrivent mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Thrivent Large Cap Growth Fund | Large Cap Growth Equities | 20 | -13.84% | Oct 29, 1999 | AASMX vs AAAGX | |
| Thrivent Small Cap Stock Fund Class S | Small Cap Blend Equities | 19 | -3.28% | Jul 1, 1996 | AASMX vs TSCSX | |
| Thrivent Mid Cap Stock Fund Class S | Mid Cap Blend Equities | 14 | -2.40% | Jun 30, 1993 | AASMX vs TMSIX | |
| Thrivent Mid Cap Stock Fund | Mid Cap Blend Equities | 13 | -2.46% | Jun 30, 1993 | AASMX vs AASCX | |
| Thrivent Balanced Income Plus Fund | Diversified Portfolio | 72 | -2.16% | Dec 28, 1997 | AASMX vs AABFX | |
| Thrivent Diversified Income Plus Fund | Diversified Portfolio | 83 | -1.10% | Jan 7, 1997 | AASMX vs AAHYX | |
| Thrivent Moderately Aggressive Allocation Fund Cla... | Diversified Portfolio | 51 | -4.21% | Jun 30, 2005 | AASMX vs TMAAX | |
| Thrivent Global Stock Fund | Global Equities | 55 | -4.42% | Jul 15, 1987 | AASMX vs AALGX | |
| Thrivent Aggressive Allocation Fund | Diversified Portfolio | 43 | -4.87% | Jun 29, 2005 | AASMX vs TAAAX | |
| Thrivent Moderate Allocation Fund | Diversified Portfolio | 55 | -3.82% | Jun 29, 2005 | AASMX vs THMAX |
Often Compared With AASMX
What investors most often compare with AASMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | AASMX vs VOO | |
| Vanguard Small-Cap ETF | Small Cap Growth Equities | 59 | 1.92% | Jan 26, 2004 | AASMX vs VB | |
| Perritt MicroCap Opportunities Fund | Small Cap Blend Equities | — | — | Apr 11, 1988 | AASMX vs PRCGX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 47 | -2.48% | Oct 1, 2002 | AASMX vs TISBX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | AASMX vs TNVIX |
Compare AASMX with Any Fund or Stock
Compare AASMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.