Aegis Value Fund (AVALX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AVALX
AVALX charges 1.50% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among AVALX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | AVALX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | AVALX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | AVALX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | AVALX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | AVALX vs VRTVX |
Best Risk-Adjusted Alternatives to AVALX
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 | |
|---|---|---|---|---|
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | AVALX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | AVALX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | AVALX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | AVALX vs MMEYX | |
| Heartland Value Fund | 78 | Dec 28, 1984 | AVALX vs HRTVX |
Top Performing AVALX Alternatives (YTD)
AVALX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | AVALX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | AVALX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | AVALX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | AVALX vs MMEYX | |
| Bridgeway Omni Small-Cap Value Fund | 6.76% | Aug 31, 2011 | AVALX vs BOSVX |
Lowest Volatility Alternatives to AVALX
AVALX 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 | AVALX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | AVALX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | AVALX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | AVALX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | AVALX vs TASCX |
Lowest Drawdown Alternatives to AVALX
AVALX 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 | AVALX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | AVALX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | AVALX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | AVALX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | AVALX vs JMCRX |
Often Compared With AVALX
What investors most often compare with AVALX, 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.