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 222 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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | ADVGX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | ADVGX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | ADVGX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | ADVGX vs VVIAX |
Best Risk-Adjusted Alternatives to ADVGX
ADVGX has a PortfoliosLab risk / return rank of 37. There are 249 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | ADVGX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | ADVGX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | ADVGX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | ADVGX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | ADVGX vs AVLVX |
Top Performing ADVGX Alternatives (YTD)
ADVGX is at 17.70% YTD. There are 26 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | ADVGX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | ADVGX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | ADVGX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | ADVGX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | ADVGX vs NPRTX |
Lowest Volatility Alternatives to ADVGX
ADVGX has 19.49% 1-year volatility. There are 316 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | ADVGX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | ADVGX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | ADVGX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | ADVGX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | ADVGX vs TMMAX |
Lowest Drawdown Alternatives to ADVGX
ADVGX has a 1-year max drawdown of -14.92%. There are 315 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 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 7 most viewed North Square mutual funds shown here include ORDNX, ORILX, ORIGX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | Large Cap Blend Equities | 68 | 1.57% | — | Jun 2013 | ADVGX vs ORDNX | |
| North Square Multi Strategy Fund | Diversified Portfolio | 53 | 8.50% | — | Feb 1999 | ADVGX vs ORILX | |
| North Square Spectrum Alpha Fund | Small Cap Growth Equities | 70 | 20.06% | — | Jan 1994 | ADVGX vs ORIGX | |
| North Square Dynamic Small Cap Fund | Small Cap Blend Equities | 77 | 21.30% | — | Sep 2015 | ADVGX vs ORSIX | |
| North Square Strategic Income Fund | Multisector Bonds | 44 | 1.34% | — | Dec 2012 | ADVGX vs ADVNX | |
| North Square Altrinsic International Equity Fund | Foreign Large Cap Equities | 25 | 5.59% | — | Dec 2020 | ADVGX vs NSIVX | |
| North Square McKee Bond Fund | Intermediate Core Bond | 23 | 0.38% | — | Dec 2020 | ADVGX vs NMKBX |
Often Compared With ADVGX
Investors most often compare ADVGX with QQQ, AVERX, AUXFX. These 20 comparison targets span 5 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