Ave Maria Value Fund (AVEMX) belongs to the Mid 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 AVEMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AVEMX
AVEMX charges 0.97% annually. There are 74 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | AVEMX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | AVEMX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | AVEMX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | AVEMX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | AVEMX vs VMCIX |
Best Risk-Adjusted Alternatives to AVEMX
AVEMX has a PortfoliosLab risk / return rank of 5. There are 119 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | AVEMX vs PFSLX | |
| Destinations Small-Mid Cap Equity Fund | 83 | — | Mar 2017 | AVEMX vs DSMFX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 83 | — | Aug 2015 | AVEMX vs FZFLX | |
| Vanguard Strategic Equity Fund | 83 | 11.50B | Aug 1995 | AVEMX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 83 | — | Aug 2013 | AVEMX vs FZAMX |
Top Performing AVEMX Alternatives (YTD)
AVEMX is at 6.34% YTD. There are 112 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 46.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 46.57% | — | Jan 2005 | AVEMX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 37.72% | — | Aug 2015 | AVEMX vs FZFLX | |
| Hodges Fund | 32.69% | — | Oct 1992 | AVEMX vs HDPMX | |
| 13D Activist Fund | 27.51% | — | Dec 2011 | AVEMX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 26.02% | — | Aug 2013 | AVEMX vs FZAMX |
Lowest Volatility Alternatives to AVEMX
AVEMX has 16.84% 1-year volatility. There are 85 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.84% | — | Dec 2002 | AVEMX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.83% | — | Jul 1999 | AVEMX vs TLVAX | |
| Boston Trust Midcap Fund | 11.93% | — | — | AVEMX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.04% | — | Aug 2011 | AVEMX vs WAMFX | |
| Victory RS Investors Fund | 12.11% | — | Nov 2005 | AVEMX vs RSINX |
Lowest Drawdown Alternatives to AVEMX
AVEMX has a 1-year max drawdown of -10.10%. There are 79 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | AVEMX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | AVEMX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | AVEMX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | AVEMX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | AVEMX vs DNLDX |
Other Mutual Funds from Ave Maria Mutual Funds
The 5 most viewed Ave Maria Mutual Funds mutual funds shown here include AVEGX, AVEDX, AVEFX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ave Maria Growth Fund | Large Cap Growth Equities | 32 | 19.13% | — | May 2003 | AVEMX vs AVEGX | |
| Ave Maria Rising Dividend Fund | Large Cap Blend Equities | 1 | -1.40% | — | May 2005 | AVEMX vs AVEDX | |
| Ave Maria Bond Fund | Diversified Portfolio | 16 | 0.71% | — | Apr 2003 | AVEMX vs AVEFX | |
| Ave Maria Focused Fund | Mid Cap Growth Equities | 5 | 9.36% | — | Apr 2020 | AVEMX vs AVEAX | |
| Ave Maria World Equity Fund | Global Equities | 19 | 12.76% | — | Apr 2010 | AVEMX vs AVEWX |
Often Compared With AVEMX
Investors most often compare AVEMX with VLO, AQEIX, DNLAX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare AVEMX with Any Fund or Stock
Compare AVEMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AVEMX with funds that move differently
Ave Maria Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AVEMX.
Explore AVEMX Diversifiers