Ave Maria Focused Fund (AVEAX) Alternatives
Ave Maria Focused Fund (AVEAX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AVEAX. 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 AVEAX
AVEAX charges 1.14% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among AVEAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | AVEAX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | AVEAX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | AVEAX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | AVEAX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | AVEAX vs VMGMX |
Best Risk-Adjusted Alternatives to AVEAX
Among mutual funds in the Mid Cap Growth 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | AVEAX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | AVEAX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | AVEAX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | AVEAX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | AVEAX vs BFGIX |
Top Performing AVEAX Alternatives (YTD)
AVEAX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | AVEAX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | AVEAX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | AVEAX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | AVEAX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | AVEAX vs NEEGX |
Lowest Volatility Alternatives to AVEAX
AVEAX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | AVEAX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | AVEAX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | AVEAX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | AVEAX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | AVEAX vs VSNGX |
Lowest Drawdown Alternatives to AVEAX
AVEAX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | AVEAX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | AVEAX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | AVEAX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | AVEAX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | AVEAX vs VLEQX |
Other Mutual Funds from Ave Maria Mutual Funds
Most popular Ave Maria Mutual Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Ave Maria Growth Fund | Large Cap Growth Equities | 10 | -6.20% | May 1, 2003 | AVEAX vs AVEGX | |
| Ave Maria Rising Dividend Fund | Large Cap Blend Equities | 2 | -1.49% | May 2, 2005 | AVEAX vs AVEDX | |
| Ave Maria Value Fund | Mid Cap Blend Equities | 12 | 7.40% | May 1, 2001 | AVEAX vs AVEMX | |
| Ave Maria Bond Fund | Diversified Portfolio | 67 | 1.11% | Apr 30, 2003 | AVEAX vs AVEFX | |
| Ave Maria World Equity Fund | Global Equities | 19 | -3.90% | Apr 29, 2010 | AVEAX vs AVEWX |
Often Compared With AVEAX
What investors most often compare with AVEAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | AVEAX vs FXAIX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | AVEAX vs VOO |
Compare AVEAX with Any Fund or Stock
Compare AVEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.