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 a closer substitute for your current allocation.
Cheapest Alternatives to AVEAX
AVEAX charges 1.14% annually. There are 123 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | AVEAX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | AVEAX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | AVEAX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | AVEAX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | AVEAX vs VMFGX |
Best Risk-Adjusted Alternatives to AVEAX
AVEAX has a PortfoliosLab risk / return rank of 5. There are 126 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 91 | — | Dec 2016 | AVEAX vs NEEIX | |
| Needham Growth Fund | 91 | — | Jan 1996 | AVEAX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 89 | 31.20B | Aug 1995 | AVEAX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 89 | — | Oct 2000 | AVEAX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 82 | — | Nov 2004 | AVEAX vs POAGX |
Top Performing AVEAX Alternatives (YTD)
AVEAX is at 7.49% YTD. There are 79 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 57.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 57.02% | — | Dec 2016 | AVEAX vs NEEIX | |
| Needham Growth Fund | 56.72% | — | Jan 1996 | AVEAX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 37.34% | — | Oct 2000 | AVEAX vs TAAGX | |
| Calamos Timpani SMID Growth Fund | 26.64% | — | Jul 2019 | AVEAX vs CTIGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 26.51% | — | May 2007 | AVEAX vs LSHAX |
Lowest Volatility Alternatives to AVEAX
AVEAX has 19.71% 1-year volatility. There are 110 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 11.00% | — | May 2021 | AVEAX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | AVEAX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | AVEAX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.71% | — | Dec 1996 | AVEAX vs VSNGX | |
| Royce International Premier Fund Institutional Cla... | 13.30% | — | — | AVEAX vs RIPIX |
Lowest Drawdown Alternatives to AVEAX
AVEAX has a 1-year max drawdown of -15.50%. There are 106 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | AVEAX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | AVEAX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | AVEAX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | AVEAX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | AVEAX vs SECUX |
Other Mutual Funds from Ave Maria Mutual Funds
The 5 most viewed Ave Maria Mutual Funds mutual funds shown here include AVEGX, AVEDX, AVEFX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ave Maria Growth Fund | Large Cap Growth Equities | 26 | 16.92% | — | May 2003 | AVEAX vs AVEGX | |
| Ave Maria Rising Dividend Fund | Large Cap Blend Equities | 2 | -1.03% | — | May 2005 | AVEAX vs AVEDX | |
| Ave Maria Bond Fund | Diversified Portfolio | 20 | 0.95% | — | Apr 2003 | AVEAX vs AVEFX | |
| Ave Maria Value Fund | Mid Cap Blend Equities | 6 | 7.11% | — | May 2001 | AVEAX vs AVEMX | |
| Ave Maria World Equity Fund | Global Equities | 13 | 9.74% | — | Apr 2010 | AVEAX vs AVEWX |
Often Compared With AVEAX
Investors most often compare AVEAX with FXAIX, VOO, BARIX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare AVEAX with Any Fund or Stock
Compare AVEAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AVEAX with funds that move differently
Ave Maria Focused Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AVEAX.
Explore AVEAX Diversifiers