Aegis Value Fund (AVALX) 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 AVALX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AVALX
AVALX charges 1.50% annually. There are 113 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 | AVALX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | AVALX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | AVALX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | AVALX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | AVALX vs VRTVX |
Best Risk-Adjusted Alternatives to AVALX
AVALX has a PortfoliosLab risk / return rank of 89. There are 4 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | AVALX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | AVALX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | AVALX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | AVALX vs FESCX | |
| Invesco Small Cap Value Fund | 89 | — | Jun 1999 | AVALX vs VSCAX |
Top Performing AVALX Alternatives (YTD)
AVALX is at 14.52% YTD. There are 101 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | AVALX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | AVALX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | AVALX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | AVALX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | AVALX vs WSCVX |
Lowest Volatility Alternatives to AVALX
AVALX has 17.37% 1-year volatility. There are 56 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | AVALX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | AVALX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | AVALX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | AVALX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | AVALX vs ARSMX |
Lowest Drawdown Alternatives to AVALX
AVALX has a 1-year max drawdown of -8.32%. There are 13 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 | AVALX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | AVALX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | AVALX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | AVALX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | AVALX vs TSLTX |
Often Compared With AVALX
Investors most often compare AVALX with NSDVX, WMICX, DFSVX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare AVALX with Any Fund or Stock
Compare AVALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AVALX with funds that move differently
Aegis Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AVALX.
Explore AVALX Diversifiers