Ave Maria Growth Fund (AVEGX) belongs to the Large 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 AVEGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AVEGX
AVEGX charges 0.90% annually. There are 243 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | AVEGX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | AVEGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | AVEGX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | AVEGX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | AVEGX vs VIGAX |
Best Risk-Adjusted Alternatives to AVEGX
AVEGX has a PortfoliosLab risk / return rank of 32. There are 136 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | AVEGX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | AVEGX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | AVEGX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | AVEGX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | AVEGX vs FOCPX |
Top Performing AVEGX Alternatives (YTD)
AVEGX is at 19.13% YTD. There are 34 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | AVEGX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | AVEGX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | AVEGX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | AVEGX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | AVEGX vs POGRX |
Lowest Volatility Alternatives to AVEGX
AVEGX has 16.06% 1-year volatility. There are 158 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | AVEGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | AVEGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | AVEGX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | AVEGX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | AVEGX vs GQEPX |
Lowest Drawdown Alternatives to AVEGX
AVEGX has a 1-year max drawdown of -11.55%. There are 88 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | AVEGX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | AVEGX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | AVEGX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | AVEGX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | AVEGX vs DNVYX |
Other Mutual Funds from Ave Maria Mutual Funds
The 5 most viewed Ave Maria Mutual Funds mutual funds shown here include AVEDX, AVEFX, AVEMX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ave Maria Rising Dividend Fund | Large Cap Blend Equities | 1 | -1.40% | — | May 2005 | AVEGX vs AVEDX | |
| Ave Maria Bond Fund | Diversified Portfolio | 16 | 0.71% | — | Apr 2003 | AVEGX vs AVEFX | |
| Ave Maria Value Fund | Mid Cap Blend Equities | 5 | 6.34% | — | May 2001 | AVEGX vs AVEMX | |
| Ave Maria Focused Fund | Mid Cap Growth Equities | 5 | 9.36% | — | Apr 2020 | AVEGX vs AVEAX | |
| Ave Maria World Equity Fund | Global Equities | 19 | 12.76% | — | Apr 2010 | AVEGX vs AVEWX |
Often Compared With AVEGX
Investors most often compare AVEGX with SWPPX, TPLC, FXAIX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare AVEGX with Any Fund or Stock
Compare AVEGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AVEGX with funds that move differently
Ave Maria Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AVEGX.
Explore AVEGX Diversifiers