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 245 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | AVEGX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | AVEGX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | AVEGX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | AVEGX vs VRGWX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 378.80B | Nov 2000 | AVEGX vs VIGAX |
Best Risk-Adjusted Alternatives to AVEGX
AVEGX has a PortfoliosLab risk / return rank of 27. There are 115 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | AVEGX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | AVEGX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | AVEGX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | AVEGX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | AVEGX vs FDSSX |
Top Performing AVEGX Alternatives (YTD)
AVEGX is at 14.25% YTD. There are 28 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | AVEGX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | AVEGX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | AVEGX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | AVEGX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | AVEGX vs VPMCX |
Lowest Volatility Alternatives to AVEGX
AVEGX has 16.86% 1-year volatility. There are 161 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | AVEGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | AVEGX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | AVEGX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | AVEGX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | AVEGX vs GQEPX |
Lowest Drawdown Alternatives to AVEGX
AVEGX has a 1-year max drawdown of -11.55%. There are 84 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
The 6 most viewed Ave Maria mutual funds shown here include AVEFX, AVEDX, AVEMX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ave Maria Bond Fund | Diversified Portfolio | 49 | 2.33% | — | Apr 2003 | AVEGX vs AVEFX | |
| Ave Maria Rising Dividend Fund | Large Cap Blend Equities | 4 | 3.83% | — | May 2005 | AVEGX vs AVEDX | |
| Ave Maria Value Fund | Mid Cap Blend Equities | 18 | 12.50% | — | May 2001 | AVEGX vs AVEMX | |
| Ave Maria Value Focused Fund | Large Cap Value Equities | 39 | 20.05% | — | Jan 1984 | AVEGX vs AVERX | |
| Ave Maria Growth Focused Fund | Mid Cap Growth Equities | 8 | 11.74% | — | Apr 2020 | AVEGX vs AVEAX | |
| Ave Maria World Equity Fund | Global Equities | 26 | 14.34% | — | Apr 2010 | AVEGX vs AVEWX |
Often Compared With AVEGX
Investors most often compare AVEGX with SWPPX, TPLC, FXAIX. These 20 comparison targets span 11 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