Ave Maria Rising Dividend Fund (AVEDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AVEDX
AVEDX charges 0.90% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among AVEDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | AVEDX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | AVEDX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | AVEDX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | AVEDX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | AVEDX vs SSSYX |
Best Risk-Adjusted Alternatives to AVEDX
Among mutual funds in the Large Cap Blend 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 | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | AVEDX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | AVEDX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | AVEDX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | AVEDX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | AVEDX vs DHAMX |
Top Performing AVEDX Alternatives (YTD)
AVEDX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | AVEDX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | AVEDX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | AVEDX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | AVEDX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | AVEDX vs RCKSX |
Lowest Volatility Alternatives to AVEDX
AVEDX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | AVEDX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | AVEDX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | AVEDX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | AVEDX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | AVEDX vs QUERX |
Lowest Drawdown Alternatives to AVEDX
AVEDX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | AVEDX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | AVEDX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | AVEDX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | AVEDX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | AVEDX vs GQEIX |
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 | AVEDX vs AVEGX | |
| Ave Maria Value Fund | Mid Cap Blend Equities | 12 | 7.40% | May 1, 2001 | AVEDX vs AVEMX | |
| Ave Maria Bond Fund | Diversified Portfolio | 67 | 1.11% | Apr 30, 2003 | AVEDX vs AVEFX | |
| Ave Maria Focused Fund | Mid Cap Growth Equities | 16 | 0.81% | Apr 30, 2020 | AVEDX vs AVEAX | |
| Ave Maria World Equity Fund | Global Equities | 19 | -3.90% | Apr 29, 2010 | AVEDX vs AVEWX |
Often Compared With AVEDX
What investors most often compare with AVEDX, 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.