American Century Small Cap Dividend Fund (AMAEX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AMAEX
AMAEX charges 1.13% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among AMAEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | AMAEX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | AMAEX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | AMAEX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | AMAEX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | AMAEX vs VRTVX |
Best Risk-Adjusted Alternatives to AMAEX
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 | AMAEX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | AMAEX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | AMAEX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | AMAEX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | AMAEX vs MMEYX |
Top Performing AMAEX Alternatives (YTD)
AMAEX 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 | AMAEX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | AMAEX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | AMAEX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | AMAEX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | AMAEX vs MMEYX |
Lowest Volatility Alternatives to AMAEX
AMAEX 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 | AMAEX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | AMAEX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | AMAEX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | AMAEX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | AMAEX vs TASCX |
Lowest Drawdown Alternatives to AMAEX
AMAEX 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 | AMAEX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | AMAEX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | AMAEX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | AMAEX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | AMAEX vs JMCRX |
Other Mutual Funds from American Century
Most popular American Century mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| American Century Ultra Fund | Large Cap Growth Equities | 20 | -12.28% | Nov 2, 1981 | AMAEX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 22 | -13.48% | Jun 30, 1971 | AMAEX vs TWCGX | |
| American Century Global Gold Fund | Precious Metals | 90 | -0.90% | Aug 16, 1988 | AMAEX vs BGEIX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 36 | -14.41% | May 31, 2006 | AMAEX vs ACFOX | |
| American Century Select Fund | Large Cap Growth Equities | 27 | -12.29% | Jun 30, 1971 | AMAEX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 9 | -10.01% | Nov 10, 1987 | AMAEX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 30 | -0.79% | Dec 29, 1986 | AMAEX vs BCHYX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 55 | -1.93% | Dec 17, 1990 | AMAEX vs BIGRX | |
| American Century Equity Income Fund | Large Cap Value Equities | 44 | 2.58% | Aug 1, 1994 | AMAEX vs TWEIX | |
| American Century Utilities Fund | Utilities Equities | 81 | 9.37% | Feb 28, 1993 | AMAEX vs BULIX |
Often Compared With AMAEX
What investors most often compare with AMAEX, 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.