North Square Advisory Research Small Cap Value Fund (ADVGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ADVGX
ADVGX charges 0.95% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among ADVGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | ADVGX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | ADVGX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | ADVGX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | ADVGX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | ADVGX vs TILVX |
Best Risk-Adjusted Alternatives to ADVGX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | ADVGX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | ADVGX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | ADVGX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | ADVGX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | ADVGX vs VALAX |
Top Performing ADVGX Alternatives (YTD)
ADVGX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | ADVGX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | ADVGX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | ADVGX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | ADVGX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | ADVGX vs HFCVX |
Lowest Volatility Alternatives to ADVGX
ADVGX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | ADVGX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | ADVGX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | ADVGX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | ADVGX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | ADVGX vs ACIIX |
Lowest Drawdown Alternatives to ADVGX
ADVGX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | ADVGX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | ADVGX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | ADVGX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | ADVGX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | ADVGX vs PSECX |
Other Mutual Funds from North Square
Most popular North Square mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | Large Cap Blend Equities | 81 | -1.20% | Jun 28, 2013 | ADVGX vs ORDNX | |
| North Square Spectrum Alpha Fund | Small Cap Growth Equities | 33 | -2.43% | Jan 3, 1994 | ADVGX vs ORIGX | |
| North Square Multi Strategy Fund | Diversified Portfolio | 34 | -3.49% | Feb 28, 1999 | ADVGX vs ORILX | |
| North Square Dynamic Small Cap Fund | Small Cap Blend Equities | 39 | -1.98% | Sep 30, 2015 | ADVGX vs ORSIX | |
| North Square Strategic Income Fund | Multisector Bonds | 93 | 0.41% | Dec 30, 2012 | ADVGX vs ADVNX | |
| North Square Altrinsic International Equity Fund | Foreign Large Cap Equities | 29 | -3.34% | Dec 3, 2020 | ADVGX vs NSIVX | |
| North Square McKee Bond Fund | Intermediate Core Bond | 58 | -0.06% | Dec 27, 2020 | ADVGX vs NMKBX |
Often Compared With ADVGX
What investors most often compare with ADVGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | ADVGX vs QQQ |
Compare ADVGX with Any Fund or Stock
Compare ADVGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.