Auer Growth Fund (AUERX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AUERX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AUERX
AUERX charges 2.37% annually. There are 170 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | AUERX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | AUERX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | AUERX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | AUERX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | AUERX vs VSMAX |
Best Risk-Adjusted Alternatives to AUERX
AUERX has a PortfoliosLab risk / return rank of 90. There is 1 mutual fund in the Small Cap Blend Equities category with a higher risk-adjusted rank, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | AUERX vs MOPIX | |
| Keeley Small Cap Fund Class Institutional | 88 | — | Apr 1997 | AUERX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 88 | — | Apr 1997 | AUERX vs WESCX | |
| Neuberger Berman Intrinsic Value Fund | 88 | — | May 2010 | AUERX vs NINLX | |
| River Oak Discovery Fund | 87 | — | Jun 2005 | AUERX vs RIVSX |
Top Performing AUERX Alternatives (YTD)
AUERX is at 17.42% YTD. There are 48 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 35.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 35.57% | — | Dec 1991 | AUERX vs RYOTX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | AUERX vs PVIVX | |
| River Oak Discovery Fund | 30.52% | — | Jun 2005 | AUERX vs RIVSX | |
| Hodges Small Cap Fund | 29.53% | — | Dec 2007 | AUERX vs HDPSX | |
| MainStay WMC Small Companies Fund | 26.74% | — | Jan 1987 | AUERX vs MOPIX |
Lowest Volatility Alternatives to AUERX
AUERX has 16.05% 1-year volatility. There are 14 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | AUERX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | AUERX vs DFISX | |
| DWS Small Cap Core Fund | 14.27% | — | Jul 2000 | AUERX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.48% | — | Feb 2017 | AUERX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | AUERX vs BOSOX |
Lowest Drawdown Alternatives to AUERX
AUERX has a 1-year max drawdown of -10.06%. There are 83 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | AUERX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | AUERX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | AUERX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | AUERX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | AUERX vs BIAUX |
Often Compared With AUERX
Investors most often compare AUERX with SPY, RYRRX, KCSIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare AUERX with Any Fund or Stock
Compare AUERX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AUERX with funds that move differently
Auer Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AUERX.
Explore AUERX Diversifiers