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 242 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% | 4.94B | 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 30. There are 139 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | AVEGX vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | AVEGX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | AVEGX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | AVEGX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | AVEGX vs FCGSX |
Top Performing AVEGX Alternatives (YTD)
AVEGX is at 18.12% YTD. There are 31 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | AVEGX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | AVEGX vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | AVEGX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | AVEGX vs FUMIX | |
| Chase Growth Fund | 26.84% | — | Dec 1997 | AVEGX vs CHASX |
Lowest Volatility Alternatives to AVEGX
AVEGX has 16.51% 1-year volatility. There are 173 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | AVEGX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | AVEGX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | 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... | 10.65% | — | Sep 2018 | AVEGX vs GQEPX |
Lowest Drawdown Alternatives to AVEGX
AVEGX has a 1-year max drawdown of -11.55%. There are 87 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 | 2 | 1.77% | — | May 2005 | AVEGX vs AVEDX | |
| Ave Maria Bond Fund | Diversified Portfolio | 26 | 1.76% | — | Apr 2003 | AVEGX vs AVEFX | |
| Ave Maria Value Fund | Mid Cap Blend Equities | 7 | 9.78% | — | May 2001 | AVEGX vs AVEMX | |
| Ave Maria Focused Fund | Mid Cap Growth Equities | 5 | 12.48% | — | Apr 2020 | AVEGX vs AVEAX | |
| Ave Maria World Equity Fund | Global Equities | 19 | 14.57% | — | 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