Ancora MicroCap Fund (ANCIX) Alternatives
Ancora MicroCap Fund (ANCIX) 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 ANCIX. 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 ANCIX
ANCIX charges 1.74% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among ANCIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | ANCIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | ANCIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | ANCIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | ANCIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | ANCIX vs VRTVX |
Best Risk-Adjusted Alternatives to ANCIX
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 | ANCIX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | ANCIX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | ANCIX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | ANCIX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | ANCIX vs MMEYX |
Top Performing ANCIX Alternatives (YTD)
ANCIX 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 | ANCIX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | ANCIX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | ANCIX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | ANCIX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | ANCIX vs MMEYX |
Lowest Volatility Alternatives to ANCIX
ANCIX 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 | ANCIX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | ANCIX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | ANCIX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | ANCIX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | ANCIX vs TASCX |
Lowest Drawdown Alternatives to ANCIX
ANCIX 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 | ANCIX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | ANCIX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | ANCIX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | ANCIX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | ANCIX vs JMCRX |
Other Mutual Funds from Ancora
Most popular Ancora mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Ancora Dividend Value Equity Fund | Large Cap Value Equities | 15 | -5.48% | May 7, 2019 | ANCIX vs ADEIX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | ANCIX vs AAIIX | |
| Ancora/Thelen Small-Mid Cap Fund | Small Cap Blend Equities | 11 | -4.99% | Jan 2, 2013 | ANCIX vs AATIX |
Often Compared With ANCIX
What investors most often compare with ANCIX, based on PortfoliosLab usage data.
Compare ANCIX with Any Fund or Stock
Compare ANCIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.