American Century Small Cap Value Fund (ASVIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ASVIX
ASVIX charges 1.09% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among ASVIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | ASVIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | ASVIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | ASVIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | ASVIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | ASVIX vs VRTVX |
Best Risk-Adjusted Alternatives to ASVIX
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 | ASVIX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | ASVIX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | ASVIX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | ASVIX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | ASVIX vs MMEYX |
Top Performing ASVIX Alternatives (YTD)
ASVIX 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 | ASVIX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | ASVIX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | ASVIX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | ASVIX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | ASVIX vs MMEYX |
Lowest Volatility Alternatives to ASVIX
ASVIX 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 | ASVIX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | ASVIX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | ASVIX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | ASVIX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | ASVIX vs TASCX |
Lowest Drawdown Alternatives to ASVIX
ASVIX 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 | ASVIX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | ASVIX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | ASVIX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | ASVIX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | ASVIX 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 | ASVIX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 22 | -13.48% | Jun 30, 1971 | ASVIX vs TWCGX | |
| American Century Global Gold Fund | Precious Metals | 90 | -0.90% | Aug 16, 1988 | ASVIX vs BGEIX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 36 | -14.41% | May 31, 2006 | ASVIX vs ACFOX | |
| American Century Select Fund | Large Cap Growth Equities | 27 | -12.29% | Jun 30, 1971 | ASVIX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 9 | -10.01% | Nov 10, 1987 | ASVIX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 30 | -0.79% | Dec 29, 1986 | ASVIX vs BCHYX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 55 | -1.93% | Dec 17, 1990 | ASVIX vs BIGRX | |
| American Century Equity Income Fund | Large Cap Value Equities | 44 | 2.58% | Aug 1, 1994 | ASVIX vs TWEIX | |
| American Century Utilities Fund | Utilities Equities | 81 | 9.37% | Feb 28, 1993 | ASVIX vs BULIX |
Often Compared With ASVIX
What investors most often compare with ASVIX, 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.