American Century Small Cap Value Fund (ASVIX) 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 ASVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ASVIX
ASVIX charges 1.09% annually. There are 66 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 | ASVIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | ASVIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | ASVIX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | ASVIX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | ASVIX vs VSMVX |
Best Risk-Adjusted Alternatives to ASVIX
ASVIX has a PortfoliosLab risk / return rank of 23. There are 111 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 90 | — | May 1998 | ASVIX vs AVALX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | ASVIX vs MMEYX | |
| Transamerica Small Cap Value | 88 | — | Jan 2003 | ASVIX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 86 | — | Apr 2006 | ASVIX vs ICISX | |
| Third Avenue Small Cap Value Fund | 86 | — | Apr 1997 | ASVIX vs TASCX |
Top Performing ASVIX Alternatives (YTD)
ASVIX is at 20.36% YTD. There are 49 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.12% | — | Dec 1996 | ASVIX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | ASVIX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.34% | — | Apr 2021 | ASVIX vs FESCX | |
| Invesco Small Cap Value Fund | 27.70% | — | Jun 1999 | ASVIX vs VSCAX | |
| Columbia Select Small Cap Value Fund | 26.68% | — | Apr 1997 | ASVIX vs SSCVX |
Lowest Volatility Alternatives to ASVIX
ASVIX has 17.86% 1-year volatility. There are 78 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 | ASVIX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.30% | — | Apr 2019 | ASVIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | ASVIX vs TASCX | |
| VELA Small Cap Fund | 14.29% | — | Sep 2020 | ASVIX vs VESMX | |
| Royce Special Equity Fund | 14.30% | — | May 1998 | ASVIX vs RYSEX |
Lowest Drawdown Alternatives to ASVIX
ASVIX has a 1-year max drawdown of -12.23%. There are 108 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 | ASVIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | ASVIX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | ASVIX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | ASVIX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | ASVIX vs TSLTX |
Other Mutual Funds from American Century
The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, ACIHX 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 | 5.47% | 26.59B | Nov 1981 | ASVIX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 20 | 5.46% | 14.71B | Jun 1971 | ASVIX vs TWCGX | |
| American Century Growth Fund G Class | Large Cap Growth Equities | 22 | 5.93% | — | Mar 2022 | ASVIX vs ACIHX | |
| American Century Global Gold Fund | Gold, Precious Metals | 22 | -12.03% | 1.76B | Aug 1988 | ASVIX vs BGEIX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 23 | 4.98% | 2.12B | May 2006 | ASVIX vs ACFOX | |
| American Century Select Fund | Large Cap Growth Equities | 22 | 4.54% | 6.39B | Jun 1971 | ASVIX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 6 | 7.65% | 5.37B | Nov 1987 | ASVIX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 84 | 2.45% | 1.62B | Dec 1986 | ASVIX vs BCHYX | |
| American Century Equity Income Fund | Large Cap Value Equities | 66 | 10.67% | 6.45B | Aug 1994 | ASVIX vs TWEIX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 86 | 14.69% | 1.99B | Dec 1990 | ASVIX vs BIGRX |
Often Compared With ASVIX
Investors most often compare ASVIX with CCASX, AVUV, ISCV. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare ASVIX with Any Fund or Stock
Compare ASVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ASVIX with funds that move differently
American Century Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ASVIX.
Explore ASVIX Diversifiers