AB Discovery Value Fund (ABYSX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ABYSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ABYSX
ABYSX charges 0.83% annually. There are 27 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | ABYSX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | ABYSX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | ABYSX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | ABYSX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | ABYSX vs VSMVX |
Best Risk-Adjusted Alternatives to ABYSX
ABYSX has a PortfoliosLab risk / return rank of 44. There are 101 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 92 | — | May 1998 | ABYSX vs AVALX | |
| Victory Integrity Discovery Fund | 92 | — | Dec 1996 | ABYSX vs MMEYX | |
| Transamerica Small Cap Value | 91 | — | Jan 2003 | ABYSX vs TSLTX | |
| Third Avenue Small Cap Value Fund | 91 | — | Apr 1997 | ABYSX vs TASCX | |
| VY Columbia Small Cap Value II Portfolio | 90 | — | Apr 2006 | ABYSX vs ICISX |
Top Performing ABYSX Alternatives (YTD)
ABYSX is at 18.79% YTD. There are 80 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.94% | — | Dec 1996 | ABYSX vs MMEYX | |
| Royce Opportunity Fund | 29.70% | — | Nov 1996 | ABYSX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 27.73% | — | Apr 2021 | ABYSX vs FESCX | |
| AB Small Cap Value Portfolio | 27.16% | — | Dec 2014 | ABYSX vs SCYVX | |
| American Beacon Small Cap Value Fund | 26.72% | — | Dec 1998 | ABYSX vs AVFIX |
Lowest Volatility Alternatives to ABYSX
ABYSX has 16.10% 1-year volatility. There are 22 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | ABYSX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.32% | — | Apr 2019 | ABYSX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | ABYSX vs TASCX | |
| VELA Small Cap Fund | 14.26% | — | Sep 2020 | ABYSX vs VESMX | |
| Royce Special Equity Fund | 14.28% | — | May 1998 | ABYSX vs RYSEX |
Lowest Drawdown Alternatives to ABYSX
ABYSX has a 1-year max drawdown of -10.44%. There are 82 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | ABYSX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | ABYSX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | ABYSX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | ABYSX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | ABYSX vs TSLTX |
Other Mutual Funds from AllianceBernstein
The 10 most viewed AllianceBernstein mutual funds shown here include APGAX, APGYX, APGZX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Class A | Large Cap Growth Equities | 11 | 4.57% | — | Oct 1996 | ABYSX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 11 | 4.70% | — | Jan 1996 | ABYSX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 11 | 4.75% | — | Jul 2015 | ABYSX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 11 | 6.23% | — | Sep 1990 | ABYSX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 85 | 2.36% | — | Aug 2010 | ABYSX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 74 | 2.18% | — | Feb 1994 | ABYSX vs AGDAX | |
| AB Sustainable Global Thematic Fund | Global Equities | 5 | 3.52% | — | Feb 1982 | ABYSX vs ALTFX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 31 | 19.62% | — | Feb 1969 | ABYSX vs QUASX | |
| AB Income Fund | Intermediate Core-Plus Bond | 23 | 0.24% | — | Aug 1987 | ABYSX vs ACGYX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 2 | -1.22% | — | Jul 1993 | ABYSX vs AWF |
Often Compared With ABYSX
Investors most often compare ABYSX with CSMIX, ARSMX, BRSIX. These 19 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare ABYSX with Any Fund or Stock
Compare ABYSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ABYSX with funds that move differently
AB Discovery Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ABYSX.
Explore ABYSX Diversifiers