American Century Small Cap Dividend Fund (AMAEX) 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 AMAEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AMAEX
AMAEX charges 1.13% annually. There are 72 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 | AMAEX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | AMAEX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | AMAEX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | AMAEX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | AMAEX vs VRTVX |
Best Risk-Adjusted Alternatives to AMAEX
AMAEX has a PortfoliosLab risk / return rank of 42. There are 94 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | AMAEX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | AMAEX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | AMAEX vs WSCVX | |
| Invesco Small Cap Value Fund Class R6 | 89 | — | Feb 2017 | AMAEX vs SMVSX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | AMAEX vs FESCX |
Top Performing AMAEX Alternatives (YTD)
AMAEX is at 22.65% YTD. There are 20 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 33.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund Class R6 | 33.19% | — | Feb 2017 | AMAEX vs SMVSX | |
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | AMAEX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | AMAEX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | AMAEX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | AMAEX vs FESCX |
Lowest Volatility Alternatives to AMAEX
AMAEX has 16.85% 1-year volatility. There are 39 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | AMAEX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | AMAEX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | AMAEX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | AMAEX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | AMAEX vs ARSMX |
Lowest Drawdown Alternatives to AMAEX
AMAEX has a 1-year max drawdown of -10.70%. There are 90 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 | AMAEX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | AMAEX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | AMAEX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | AMAEX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | AMAEX vs TSLTX |
Other Mutual Funds from American Century
The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, BGEIX and span 6 categories. AUM among these funds goes as high as $27B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| American Century Ultra Fund | Large Cap Growth Equities | 17 | 3.79% | 26.59B | Nov 1981 | AMAEX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 19 | 3.14% | 14.71B | Jun 1971 | AMAEX vs TWCGX | |
| American Century Global Gold Fund | Gold, Precious Metals | 21 | -4.97% | 1.76B | Aug 1988 | AMAEX vs BGEIX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 24 | 3.87% | 2.12B | May 2006 | AMAEX vs ACFOX | |
| American Century Growth Fund G Class | Large Cap Growth Equities | 21 | 3.56% | — | Mar 2022 | AMAEX vs ACIHX | |
| American Century Select Fund | Large Cap Growth Equities | 24 | 3.42% | 6.39B | Jun 1971 | AMAEX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 5 | 5.49% | 5.37B | Nov 1987 | AMAEX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 71 | 2.21% | 1.62B | Dec 1986 | AMAEX vs BCHYX | |
| American Century Equity Income Fund | Large Cap Value Equities | 51 | 7.32% | 6.45B | Aug 1994 | AMAEX vs TWEIX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 84 | 12.70% | 1.99B | Dec 1990 | AMAEX vs BIGRX |
Often Compared With AMAEX
Investors most often compare AMAEX with FESM, AVSC, VOOG. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare AMAEX with Any Fund or Stock
Compare AMAEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AMAEX with funds that move differently
American Century Small Cap Dividend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AMAEX.
Explore AMAEX Diversifiers