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% | 65.50B | Sep 2011 | AFDVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | AFDVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | AFDVX vs VRTVX |
Best Risk-Adjusted Alternatives to AFDVX
AFDVX has a PortfoliosLab risk / return rank of 70. There are 63 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 92 | — | May 1998 | AFDVX vs AVALX | |
| Victory Integrity Discovery Fund | 92 | — | Dec 1996 | AFDVX vs MMEYX | |
| Transamerica Small Cap Value | 91 | — | Jan 2003 | AFDVX vs TSLTX | |
| Third Avenue Small Cap Value Fund | 91 | — | Apr 1997 | AFDVX vs TASCX | |
| VY Columbia Small Cap Value II Portfolio | 90 | — | Apr 2006 | AFDVX vs ICISX |
Top Performing AFDVX Alternatives (YTD)
AFDVX is at 17.88% YTD. There are 89 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.94% | — | Dec 1996 | AFDVX vs MMEYX | |
| Royce Opportunity Fund | 29.70% | — | Nov 1996 | AFDVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 27.73% | — | Apr 2021 | AFDVX vs FESCX | |
| AB Small Cap Value Portfolio | 27.16% | — | Dec 2014 | AFDVX vs SCYVX | |
| American Beacon Small Cap Value Fund | 26.72% | — | Dec 1998 | AFDVX vs AVFIX |
Lowest Volatility Alternatives to AFDVX
AFDVX has 15.69% 1-year volatility. There are 17 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | AFDVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.32% | — | Apr 2019 | AFDVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | AFDVX vs TASCX | |
| VELA Small Cap Fund | 14.26% | — | Sep 2020 | AFDVX vs VESMX | |
| Royce Special Equity Fund | 14.28% | — | May 1998 | AFDVX vs RYSEX |
Lowest Drawdown Alternatives to AFDVX
AFDVX has a 1-year max drawdown of -8.33%. There are 13 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 | 51 | 11.43% | — | Feb 2017 | AFDVX vs AFVLX |
Often Compared With AFDVX
Investors most often compare AFDVX with BRSIX, BSCMX, HWSIX. These 15 comparison targets span 1 categories, based on PortfoliosLab usage data.
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