Ave Maria Growth Fund (AVEGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AVEGX
AVEGX charges 0.90% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among AVEGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | AVEGX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | AVEGX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | AVEGX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | AVEGX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | AVEGX vs VIGAX |
Best Risk-Adjusted Alternatives to AVEGX
Among mutual funds in the Large Cap Growth 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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | AVEGX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | AVEGX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | AVEGX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | AVEGX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | AVEGX vs VTMGX |
Top Performing AVEGX Alternatives (YTD)
AVEGX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | AVEGX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | AVEGX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | AVEGX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | AVEGX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | AVEGX vs AMRGX |
Lowest Volatility Alternatives to AVEGX
AVEGX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | AVEGX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | AVEGX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | AVEGX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | AVEGX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | AVEGX vs PROVX |
Lowest Drawdown Alternatives to AVEGX
AVEGX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | AVEGX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | AVEGX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | AVEGX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | AVEGX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | AVEGX vs BBLIX |
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 Rising Dividend Fund | Large Cap Blend Equities | 2 | -1.49% | May 2, 2005 | AVEGX vs AVEDX | |
| Ave Maria Value Fund | Mid Cap Blend Equities | 12 | 7.40% | May 1, 2001 | AVEGX vs AVEMX | |
| Ave Maria Bond Fund | Diversified Portfolio | 67 | 1.11% | Apr 30, 2003 | AVEGX vs AVEFX | |
| Ave Maria Focused Fund | Mid Cap Growth Equities | 16 | 0.81% | Apr 30, 2020 | AVEGX vs AVEAX | |
| Ave Maria World Equity Fund | Global Equities | 19 | -3.90% | Apr 29, 2010 | AVEGX vs AVEWX |
Often Compared With AVEGX
What investors most often compare with AVEGX, 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.