Ave Maria Rising Dividend Fund (AVEDX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AVEDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AVEDX
AVEDX charges 0.90% annually. There are 276 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | AVEDX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | AVEDX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | AVEDX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | AVEDX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 143.85B | May 1997 | AVEDX vs SWPPX |
Best Risk-Adjusted Alternatives to AVEDX
AVEDX has a PortfoliosLab risk / return rank of 1. There are 393 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | AVEDX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | AVEDX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | AVEDX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | AVEDX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | AVEDX vs IGIAX |
Top Performing AVEDX Alternatives (YTD)
AVEDX is at -1.40% YTD. There are 378 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | AVEDX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | AVEDX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | AVEDX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | AVEDX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | AVEDX vs FLVCX |
Lowest Volatility Alternatives to AVEDX
AVEDX has 12.26% 1-year volatility. There are 97 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | AVEDX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | AVEDX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | AVEDX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | AVEDX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | AVEDX vs FSUVX |
Lowest Drawdown Alternatives to AVEDX
AVEDX has a 1-year max drawdown of -10.86%. There are 317 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | AVEDX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | AVEDX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | AVEDX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | AVEDX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | AVEDX vs QUERX |
Other Mutual Funds from Ave Maria Mutual Funds
The 5 most viewed Ave Maria Mutual Funds mutual funds shown here include AVEGX, AVEFX, AVEMX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ave Maria Growth Fund | Large Cap Growth Equities | 32 | 19.13% | — | May 2003 | AVEDX vs AVEGX | |
| Ave Maria Bond Fund | Diversified Portfolio | 16 | 0.71% | — | Apr 2003 | AVEDX vs AVEFX | |
| Ave Maria Value Fund | Mid Cap Blend Equities | 5 | 6.34% | — | May 2001 | AVEDX vs AVEMX | |
| Ave Maria Focused Fund | Mid Cap Growth Equities | 5 | 9.36% | — | Apr 2020 | AVEDX vs AVEAX | |
| Ave Maria World Equity Fund | Global Equities | 19 | 12.76% | — | Apr 2010 | AVEDX vs AVEWX |
Often Compared With AVEDX
Investors most often compare AVEDX with VLO, OXY, DVN. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare AVEDX with Any Fund or Stock
Compare AVEDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AVEDX with funds that move differently
Ave Maria Rising Dividend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AVEDX.
Explore AVEDX Diversifiers