North Square Advisory Research Small Cap Value Fund (ADVGX) belongs to the Large 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 ADVGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ADVGX
ADVGX charges 0.95% annually. There are 220 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | ADVGX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | ADVGX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | ADVGX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | ADVGX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | ADVGX vs TILVX |
Best Risk-Adjusted Alternatives to ADVGX
ADVGX has a PortfoliosLab risk / return rank of 46. There are 272 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | ADVGX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | ADVGX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | ADVGX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | ADVGX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | ADVGX vs MALVX |
Top Performing ADVGX Alternatives (YTD)
ADVGX is at 22.54% YTD. There are 11 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | ADVGX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | ADVGX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | ADVGX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | ADVGX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | ADVGX vs YAFFX |
Lowest Volatility Alternatives to ADVGX
ADVGX has 19.39% 1-year volatility. There are 314 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | ADVGX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | ADVGX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | ADVGX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | ADVGX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | ADVGX vs ACIIX |
Lowest Drawdown Alternatives to ADVGX
ADVGX has a 1-year max drawdown of -14.92%. There are 314 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | ADVGX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | ADVGX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | ADVGX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | ADVGX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | ADVGX vs SVAIX |
Other Mutual Funds from North Square
The 8 most viewed North Square mutual funds shown here include ORDNX, ORILX, ORIGX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | Preferred Stock | 59 | 1.10% | — | Jun 2013 | ADVGX vs ORDNX | |
| North Square Multi Strategy Fund | Diversified Portfolio | 67 | 9.12% | — | Feb 1999 | ADVGX vs ORILX | |
| North Square Spectrum Alpha Fund | Small Cap Growth Equities | 80 | 21.51% | — | Jan 1994 | ADVGX vs ORIGX | |
| North Square Dynamic Small Cap Fund | Small Cap Blend Equities | 84 | 20.86% | — | Sep 2015 | ADVGX vs ORSIX | |
| North Square Strategic Income Fund | Multisector Bonds | 67 | 0.57% | — | Dec 2012 | ADVGX vs ADVNX | |
| North Square McKee Bond Fund | Intermediate Core Bond | 21 | -0.33% | — | Dec 2020 | ADVGX vs NMKBX | |
| North Square Altrinsic International Equity Fund | Foreign Large Cap Equities | 62 | 10.59% | — | Dec 2020 | ADVGX vs NSIVX | |
| North Square Small Cap Value Fund | Small Cap Value Equities | 82 | 22.81% | — | Dec 2003 | ADVGX vs DRSVX |
Often Compared With ADVGX
Investors most often compare ADVGX with QQQ, AVERX, AUXFX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare ADVGX with Any Fund or Stock
Compare ADVGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ADVGX with funds that move differently
North Square Advisory Research Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ADVGX.
Explore ADVGX Diversifiers