Acuitas US Microcap Fund (AFMCX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AFMCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AFMCX
AFMCX charges 1.50% annually. There are 159 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | AFMCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | AFMCX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | AFMCX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | AFMCX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | AFMCX vs VSMAX |
Best Risk-Adjusted Alternatives to AFMCX
AFMCX has a PortfoliosLab risk / return rank of 77. There are 10 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | AFMCX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | AFMCX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | AFMCX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | AFMCX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | AFMCX vs WWSIX |
Top Performing AFMCX Alternatives (YTD)
AFMCX is at 21.62% YTD. There are 13 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | AFMCX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | AFMCX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | AFMCX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | AFMCX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | AFMCX vs MOPIX |
Lowest Volatility Alternatives to AFMCX
AFMCX has 21.09% 1-year volatility. There are 168 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | AFMCX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | AFMCX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | AFMCX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | AFMCX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | AFMCX vs BOSOX |
Lowest Drawdown Alternatives to AFMCX
AFMCX has a 1-year max drawdown of -10.73%. There are 102 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | AFMCX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | AFMCX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | AFMCX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | AFMCX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | AFMCX vs BIAUX |
Often Compared With AFMCX
Investors most often compare AFMCX with IWC, VOO, WEMMX. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare AFMCX with Any Fund or Stock
Compare AFMCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AFMCX with funds that move differently
Acuitas US Microcap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AFMCX.
Explore AFMCX Diversifiers