Applied Finance Explorer Investor (AFDVX) Alternatives
Applied Finance Explorer Investor (AFDVX) 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 AFDVX. 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 AFDVX
AFDVX charges 1.08% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among AFDVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | AFDVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | AFDVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | AFDVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | AFDVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | AFDVX vs VRTVX |
Best Risk-Adjusted Alternatives to AFDVX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | AFDVX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | AFDVX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | AFDVX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | AFDVX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | AFDVX vs MMEYX |
Top Performing AFDVX Alternatives (YTD)
AFDVX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | AFDVX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | AFDVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | AFDVX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | AFDVX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | AFDVX vs MMEYX |
Lowest Volatility Alternatives to AFDVX
AFDVX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | AFDVX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | AFDVX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | AFDVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | AFDVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | AFDVX vs TASCX |
Lowest Drawdown Alternatives to AFDVX
AFDVX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | AFDVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | AFDVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | AFDVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | AFDVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | AFDVX vs JMCRX |
Other Mutual Funds from Applied Finance
Most popular Applied Finance mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Applied Finance Select Fund | Large Cap Value Equities | 23 | -4.45% | Feb 1, 2017 | AFDVX vs AFVLX |
Compare AFDVX with Any Fund or Stock
Compare AFDVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.