Auer Growth Fund (AUERX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AUERX
AUERX charges 2.37% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among AUERX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | AUERX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | AUERX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | AUERX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | AUERX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | AUERX vs TISBX |
Best Risk-Adjusted Alternatives to AUERX
Among mutual funds in the Small Cap Blend 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 | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 89 | Sep 30, 1996 | AUERX vs DFISX | |
| Royce Micro Cap Series Fund | 86 | Dec 31, 1991 | AUERX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 85 | Apr 15, 1997 | AUERX vs WESCX | |
| Fidelity Series Small Cap Opportunities Fund | 81 | Mar 22, 2007 | AUERX vs FSOPX | |
| T. Rowe Price Small-Cap Value Fund | 81 | Jun 30, 1988 | AUERX vs PRSVX |
Top Performing AUERX Alternatives (YTD)
AUERX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 11.47% | Dec 14, 2001 | AUERX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 9.67% | Apr 15, 1997 | AUERX vs WESCX | |
| Royce Micro Cap Series Fund | 9.23% | Dec 31, 1991 | AUERX vs RYOTX | |
| River Oak Discovery Fund | 7.17% | Jun 30, 2005 | AUERX vs RIVSX | |
| 1290 GAMCO Small/Mid Cap Value Fund | 6.91% | Nov 12, 2014 | AUERX vs TNVIX |
Lowest Volatility Alternatives to AUERX
AUERX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.63% | Sep 30, 1996 | AUERX vs DFISX | |
| DWS Small Cap Core Fund | 17.61% | Jul 14, 2000 | AUERX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.58% | Nov 1, 1996 | AUERX vs HFCGX | |
| Boston Trust Small Cap Fund | 19.02% | — | AUERX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.41% | Feb 27, 2017 | AUERX vs CSMDX |
Lowest Drawdown Alternatives to AUERX
AUERX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | AUERX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | AUERX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | AUERX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | AUERX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | AUERX vs BOSOX |
Often Compared With AUERX
What investors most often compare with AUERX, 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.