AVEDX Alternatives & Similar Mutual Funds

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 268 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
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	AVEDX vs VFFSX
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	AVEDX vs VSTSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	AVEDX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	AVEDX vs FLCPX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	0.02%	2.30T	Apr 2015	AVEDX vs VSMPX

Best Risk-Adjusted Alternatives to AVEDX

AVEDX has a PortfoliosLab risk / return rank of 4. There are 385 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	97	—	Mar 2021	AVEDX vs SVPFX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	AVEDX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	92	18.10B	Dec 2004	AVEDX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004	AVEDX vs GTLOX
POGSX	Pin Oak Equity	90	—	Aug 1992	AVEDX vs POGSX

Top Performing AVEDX Alternatives (YTD)

AVEDX is at 3.83% YTD. There are 361 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.47%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.47%	18.10B	Dec 2004	AVEDX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	24.27%	—	Dec 2018	AVEDX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.85%	—	Nov 2004	AVEDX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.24%	—	Dec 2015	AVEDX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.87%	—	Jan 1995	AVEDX vs IGIAX

Lowest Volatility Alternatives to AVEDX

AVEDX has 12.52% 1-year volatility. There are 94 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.22%	—	Mar 2021	AVEDX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	AVEDX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.23%	—	Jul 2012	AVEDX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.85%	—	Aug 2018	AVEDX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.33%	—	Feb 2012	AVEDX vs SILVX

Lowest Drawdown Alternatives to AVEDX

AVEDX has a 1-year max drawdown of -10.86%. There are 315 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	AVEDX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	AVEDX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	AVEDX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	AVEDX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	AVEDX vs AMFEX

Other Mutual Funds from Ave Maria

The 6 most viewed Ave Maria mutual funds shown here include AVEGX, AVEFX, AVEMX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AVEGX	Ave Maria Growth Fund	Large Cap Growth Equities	27	14.25%	—	May 2003	AVEDX vs AVEGX
AVEFX	Ave Maria Bond Fund	Diversified Portfolio	49	2.33%	—	Apr 2003	AVEDX vs AVEFX
AVEMX	Ave Maria Value Fund	Mid Cap Blend Equities	18	12.50%	—	May 2001	AVEDX vs AVEMX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	39	20.05%	—	Jan 1984	AVEDX vs AVERX
AVEAX	Ave Maria Growth Focused Fund	Mid Cap Growth Equities	8	11.74%	—	Apr 2020	AVEDX vs AVEAX
AVEWX	Ave Maria World Equity Fund	Global Equities	26	14.34%	—	Apr 2010	AVEDX vs AVEWX

Often Compared With AVEDX

Investors most often compare AVEDX with VLO, OXY, DVN. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VLO	Valero Energy Corporation		98	95.06%	—	—	AVEDX vs VLO
OXY	Occidental Petroleum Corporation		70	40.09%	—	—	AVEDX vs OXY
DVN	Devon Energy Corporation		76	24.73%	—	—	AVEDX vs DVN
COP	ConocoPhillips Company		72	30.67%	—	—	AVEDX vs COP
CVX	Chevron Corporation		80	31.60%	—	—	AVEDX vs CVX
MPC	Marathon Petroleum Corporation		95	96.32%	—	—	AVEDX vs MPC
XLE	State Street Energy Select Sector SPDR ETF	Energy Equities	76	35.03%	38.64B	Dec 1998	AVEDX vs XLE
LNG	Cheniere Energy, Inc.		57	36.26%	—	—	AVEDX vs LNG
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	46	6.76%	—	Jan 1990	AVEDX vs PAGDX
CATH	Global X S&P 500 Catholic Values ETF	S&P 500	52	8.38%	1.30B	Apr 2016	AVEDX vs CATH
DSFIX	DFA Social Fixed Income Portfolio	Intermediate Core Bond	18	-0.27%	—	Apr 2016	AVEDX vs DSFIX
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	64	9.87%	2.30T	Nov 2000	AVEDX vs VTSAX
ETIMX	Eventide Multi-Asset Income Fund	Diversified Portfolio	44	7.99%	—	Jul 2015	AVEDX vs ETIMX
BIBL	Inspire 100 ETF	Large Cap Growth Equities	79	21.43%	479.22M	Oct 2017	AVEDX vs BIBL
FNSTX	Fidelity Infrastructure Fund	Infrastructure Equities, Large Cap Blend Equities	24	5.53%	—	Nov 2019	AVEDX vs FNSTX
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	59	1.10%	—	Jun 2013	AVEDX vs ORDNX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	63	9.33%	1.70T	Nov 2000	AVEDX vs VFIAX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	87	19.82%	—	Dec 2011	AVEDX vs DHAMX
SGOIX	First Eagle Overseas Fund Class I	Foreign Large Cap Equities	80	12.13%	—	—	AVEDX vs SGOIX
VDADX	Vanguard Dividend Appreciation Index Fund Admiral ...	Dividend, Large Cap Blend Equities	74	10.06%	129.60B	Dec 2013	AVEDX vs VDADX

Compare AVEDX with Any Fund or Stock

Compare AVEDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Ave Maria Rising Dividend Fund (AVEDX) Alternatives