Avantis International Small Cap Value Fund Institutional Class (AVDVX) 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 AVDVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AVDVX
AVDVX charges 0.36% annually. There are 4 mutual funds in the Foreign Small & Mid Cap Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Small Cap Fund | 0.03% | — | Dec 2009 | AVDVX vs FSTSX | |
| Fidelity SAI International Small Cap Index Fund | 0.10% | — | Jun 2021 | AVDVX vs FSISX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.11% | — | Apr 2009 | AVDVX vs VFSNX | |
| Vanguard FTSE All-World ex-US Small-Cap Index Fund... | 0.16% | 13.80B | Feb 2019 | AVDVX vs VFSAX | |
| DFA International Vector Equity Portfolio | 0.36% | — | Aug 2008 | AVDVX vs DFVQX |
Best Risk-Adjusted Alternatives to AVDVX
AVDVX has a PortfoliosLab risk / return rank of 82. There are 2 mutual funds in the Foreign Small & Mid Cap Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus International Small-Cap Fund | 89 | — | Dec 1997 | AVDVX vs ALOIX | |
| Avantis International Small Cap Value Fund Class G | 83 | — | Jan 2021 | AVDVX vs AVANX | |
| RBB Free Market International Equity Fund | 80 | — | Dec 2007 | AVDVX vs FMNEX | |
| Hotchkis & Wiley International Small Cap Diversifi... | 80 | — | Jun 2020 | AVDVX vs HWTIX | |
| DFA International Vector Equity Portfolio | 77 | — | Aug 2008 | AVDVX vs DFVQX |
Top Performing AVDVX Alternatives (YTD)
AVDVX is at 13.88% YTD. There are 12 mutual funds in the Foreign Small & Mid Cap Equities category with higher YTD returns, going as high as 24.46%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Artisan International Explorer Fund | 24.46% | — | May 2022 | AVDVX vs ARHBX | |
| Hood River International Opportunity Fund | 19.18% | — | Sep 2021 | AVDVX vs HRIOX | |
| Hood River International Opportunity Fund Investor... | 19.11% | — | Aug 2023 | AVDVX vs HRIIX | |
| Lazard International Small Cap Equity Portfolio | 18.70% | — | Nov 1993 | AVDVX vs LZISX | |
| AMG Yacktman Special Opportunities Fund | 17.51% | — | Jun 2014 | AVDVX vs YASLX |
Lowest Volatility Alternatives to AVDVX
AVDVX has 16.62% 1-year volatility. There are 74 mutual funds in the Foreign Small & Mid Cap Equities category with lower 1-year volatility, going as low as 11.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fund | 11.04% | — | Jun 2014 | AVDVX vs YASLX | |
| MFS International New Discovery Fund Class R6 | 12.47% | — | Jun 2012 | AVDVX vs MIDLX | |
| MFS International New Discovery Fund | 12.50% | — | Oct 1997 | AVDVX vs MWNIX | |
| Harding Loevner International Small Companies Port... | 12.62% | — | Mar 2007 | AVDVX vs HLMSX | |
| Pear Tree Polaris Foreign Value Small Cap Fund | 12.81% | — | Apr 2008 | AVDVX vs QUSIX |
Lowest Drawdown Alternatives to AVDVX
AVDVX has a 1-year max drawdown of -12.92%. There are 66 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 | AVDVX vs ARHBX | |
| Virtus International Small-Cap Fund | -10.07% | — | Dec 1997 | AVDVX vs ALOIX | |
| Invesco Global Opportunities Fund Class A | -10.08% | — | Oct 1990 | AVDVX vs OPGIX | |
| Artisan International Small-Mid Fund | -10.10% | — | Dec 2001 | AVDVX vs ARTJX | |
| AMG Yacktman Special Opportunities Fund | -10.18% | — | Jun 2014 | AVDVX 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 | 90 | 23.63% | — | Dec 2019 | AVDVX vs AVUVX | |
| Avantis International Equity Fund | Foreign Large Cap Equities | 74 | 12.53% | — | Dec 2019 | AVDVX vs AVDEX | |
| Avantis U.S. Equity Fund | Large Cap Blend Equities | 84 | 15.00% | — | Dec 2019 | AVDVX vs AVUSX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | Large Cap Value Equities | 97 | 24.91% | — | Jun 2022 | AVDVX vs AVLVX | |
| Avantis Emerging Markets Equity Fund | Emerging Markets Equities | 52 | 15.44% | — | Dec 2019 | AVDVX vs AVEEX | |
| Avantis Core Fixed Income Fund | Intermediate Core Bond | 13 | -1.19% | — | Feb 2021 | AVDVX vs AVIGX |
Often Compared With AVDVX
Investors most often compare AVDVX with AVUV, AVDV, DFIV. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare AVDVX with Any Fund or Stock
Compare AVDVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AVDVX with funds that move differently
Avantis International Small Cap Value Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AVDVX.
Explore AVDVX Diversifiers