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 a closer substitute for your current allocation.
Cheapest Alternatives to AFDVX
AFDVX charges 1.08% annually. There are 65 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 | AFDVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | AFDVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 64.90B | Sep 2011 | AFDVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | AFDVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | AFDVX vs VSMVX |
Best Risk-Adjusted Alternatives to AFDVX
AFDVX has a PortfoliosLab risk / return rank of 45. There are 82 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 94 | — | May 1998 | AFDVX vs AVALX | |
| Invesco Small Cap Value Fund | 89 | — | Jun 1999 | AFDVX vs VSCAX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | AFDVX vs MMEYX | |
| Transamerica Small Cap Value | 86 | — | Jan 2003 | AFDVX vs TSLTX | |
| Walthausen Small Cap Value Fund | 84 | — | Feb 2008 | AFDVX vs WSCVX |
Top Performing AFDVX Alternatives (YTD)
AFDVX is at 11.20% YTD. There are 108 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 31.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 31.33% | — | Jun 1999 | AFDVX vs VSCAX | |
| Victory Integrity Discovery Fund | 30.40% | — | Dec 1996 | AFDVX vs MMEYX | |
| Royce Opportunity Fund | 29.63% | — | Nov 1996 | AFDVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 25.67% | — | Apr 2021 | AFDVX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 25.02% | — | Jun 2002 | AFDVX vs QRSVX |
Lowest Volatility Alternatives to AFDVX
AFDVX has 15.66% 1-year volatility. There are 17 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 1.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 1.07% | — | Sep 2017 | AFDVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | AFDVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.23% | — | Apr 1997 | AFDVX vs TASCX | |
| VELA Small Cap Fund | 14.38% | — | Sep 2020 | AFDVX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.38% | — | Mar 2007 | AFDVX vs ARSMX |
Lowest Drawdown Alternatives to AFDVX
AFDVX has a 1-year max drawdown of -8.33%. There are 14 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 | AFDVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | AFDVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | AFDVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | AFDVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | AFDVX vs TSLTX |
Other Mutual Funds from Applied Finance
The 1 most viewed Applied Finance mutual funds shown here include AFVLX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Applied Finance Select Fund | Large Cap Value Equities | 55 | 11.52% | — | Feb 2017 | AFDVX vs AFVLX |
Often Compared With AFDVX
Investors most often compare AFDVX with BSCMX, BRSIX, HWSIX. These 9 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brandes Small Cap Value Fund | Small Cap Value Equities | 77 | 15.67% | — | Jan 2018 | AFDVX vs BSCMX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 79 | 20.12% | — | Jul 1997 | AFDVX vs BRSIX | |
| Hotchkis & Wiley Small Cap Value Fund | Small Cap Value Equities | 47 | 17.70% | — | Sep 1985 | AFDVX vs HWSIX | |
| James Micro Cap Fund | Small Cap Value Equities | 43 | 14.11% | — | Jul 2010 | AFDVX vs JMCRX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | Small Cap Value Equities | 46 | 17.59% | — | Jun 2000 | AFDVX vs HWSAX | |
| North Star Dividend Fund | Small Cap Value Equities | 28 | 15.13% | — | May 2013 | AFDVX vs NSDVX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 66 | 21.10% | — | Apr 1997 | AFDVX vs SSCVX | |
| Royce Special Equity Fund | Small Cap Value Equities | 75 | 19.46% | — | May 1998 | AFDVX vs RYSEX | |
| Heartland Value Fund | Small Cap Value Equities | 79 | 20.07% | — | Dec 1984 | AFDVX vs HRTVX |
Compare AFDVX with Any Fund or Stock
Compare AFDVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AFDVX with funds that move differently
Applied Finance Explorer Investor alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AFDVX.
Explore AFDVX Diversifiers