Ave Maria Value Fund (AVEMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AVEMX
AVEMX charges 0.97% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among AVEMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | AVEMX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | AVEMX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | AVEMX vs VMCIX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | AVEMX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | AVEMX vs VEMPX |
Best Risk-Adjusted Alternatives to AVEMX
Among mutual funds in the Mid Cap Blend 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | AVEMX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | AVEMX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | AVEMX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | AVEMX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | AVEMX vs BIGTX |
Top Performing AVEMX Alternatives (YTD)
AVEMX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| The Texas Fund | 7.11% | Sep 17, 2013 | AVEMX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | AVEMX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | AVEMX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | AVEMX vs FTSIX | |
| Quantified Common Ground Fund | 2.93% | Dec 26, 2019 | AVEMX vs QCGDX |
Lowest Volatility Alternatives to AVEMX
AVEMX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | AVEMX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | AVEMX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | AVEMX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | AVEMX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | AVEMX vs GABVX |
Lowest Drawdown Alternatives to AVEMX
AVEMX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | AVEMX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | AVEMX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | AVEMX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | AVEMX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | AVEMX vs KMVAX |
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 Growth Fund | Large Cap Growth Equities | 10 | -6.20% | May 1, 2003 | AVEMX vs AVEGX | |
| Ave Maria Rising Dividend Fund | Large Cap Blend Equities | 2 | -1.49% | May 2, 2005 | AVEMX vs AVEDX | |
| Ave Maria Bond Fund | Diversified Portfolio | 67 | 1.11% | Apr 30, 2003 | AVEMX vs AVEFX | |
| Ave Maria Focused Fund | Mid Cap Growth Equities | 16 | 0.81% | Apr 30, 2020 | AVEMX vs AVEAX | |
| Ave Maria World Equity Fund | Global Equities | 19 | -3.90% | Apr 29, 2010 | AVEMX vs AVEWX |
Often Compared With AVEMX
What investors most often compare with AVEMX, 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.