Avantis International Small Cap Value Fund Class G (AVANX) belongs to the Foreign Small & Mid Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AVANX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AVANX
Among 99 mutual funds in the Foreign Small & Mid Cap Equities category with expense-ratio data, the lowest-cost alternatives shown here go as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | AVANX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | AVANX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | AVANX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 13.80B | Feb 2019 | AVANX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | — | Aug 2008 | AVANX vs DFVQX |
Best Risk-Adjusted Alternatives to AVANX
AVANX has a PortfoliosLab risk / return rank of 81. There are 2 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus International Small-Cap Fund | 88 | — | Dec 1997 | AVANX vs ALOIX | |
| Avantis International Small Cap Value Fund Institu... | 82 | — | Dec 2019 | AVANX vs AVDVX | |
| RBB Free Market International Equity Fund | 80 | — | Dec 2007 | AVANX vs FMNEX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 78 | — | Jun 2020 | AVANX vs HWTIX | |
| DFA International Vector Equity Portfolio | 77 | — | Aug 2008 | AVANX vs DFVQX |
Top Performing AVANX Alternatives (YTD)
AVANX is at 15.04% YTD. There are 11 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 25.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | 25.92% | — | May 2022 | AVANX vs ARHBX | |
| Hood River International Opportunity Fund | 22.33% | — | Sep 2021 | AVANX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 22.22% | — | Aug 2023 | AVANX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 21.53% | — | Nov 1993 | AVANX vs LZISX | |
| AMG Yacktman Special Opportunities Fund | 18.06% | — | Jun 2014 | AVANX vs YASLX |
Lowest Volatility Alternatives to AVANX
AVANX has 16.67% 1-year volatility. There are 75 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.07% | — | Jun 2014 | AVANX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.51% | — | Jun 2012 | AVANX vs MIDLX | |
| MFS International New Discovery Fund | 12.54% | — | Oct 1997 | AVANX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.71% | — | Mar 2007 | AVANX vs HLMSX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 12.86% | — | Apr 2008 | AVANX vs QUSIX |
Lowest Drawdown Alternatives to AVANX
AVANX has a 1-year max drawdown of -12.86%. There are 64 mutual funds in the Foreign Small & Mid Cap Equities category with shallower 1-year drawdowns, going as shallow as -9.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | -9.51% | — | May 2022 | AVANX vs ARHBX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | AVANX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | AVANX vs OPGIX | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | AVANX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | — | Jun 2014 | AVANX vs YASLX |
Other Mutual Funds from Avantis
The 6 most viewed Avantis mutual funds shown here include AVUVX, AVDEX, AVUSX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value Fund | Small Cap Value Equities | 94 | 25.42% | — | Dec 2019 | AVANX vs AVUVX | |
| Avantis International Equity Fund | Foreign Large Cap Equities | 74 | 13.24% | — | Dec 2019 | AVANX vs AVDEX | |
| Avantis U.S. Equity Fund | Large Cap Blend Equities | 90 | 16.57% | — | Dec 2019 | AVANX vs AVUSX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | Large Cap Value Equities | 98 | 26.11% | — | Jun 2022 | AVANX vs AVLVX | |
| Avantis Emerging Markets Equity Fund | Emerging Markets Equities | 57 | 16.32% | — | Dec 2019 | AVANX vs AVEEX | |
| Avantis Core Fixed Income Fund | Intermediate Core Bond | 9 | -0.95% | — | Feb 2021 | AVANX vs AVIGX |
Often Compared With AVANX
Investors most often compare AVANX with OBIIX, WCMSX, VISAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare AVANX with Any Fund or Stock
Compare AVANX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AVANX with funds that move differently
Avantis International Small Cap Value Fund Class G alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AVANX.
Explore AVANX Diversifiers