Ave Maria Value Focused Fund (AVERX) Alternatives
Ave Maria Value Focused Fund (AVERX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AVERX. 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 AVERX
AVERX charges 1.26% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among AVERX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | AVERX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | AVERX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | AVERX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | AVERX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | AVERX vs TILVX |
Best Risk-Adjusted Alternatives to AVERX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | AVERX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | AVERX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | AVERX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | AVERX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | AVERX vs VALAX |
Top Performing AVERX Alternatives (YTD)
AVERX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | AVERX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | AVERX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | AVERX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | AVERX vs HFCVX | |
| Federated Hermes Strategic Value Dividend Fund | 8.28% | Mar 30, 2005 | AVERX vs SVAIX |
Lowest Volatility Alternatives to AVERX
AVERX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | AVERX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | AVERX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | AVERX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | AVERX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | AVERX vs ACIIX |
Lowest Drawdown Alternatives to AVERX
AVERX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | AVERX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | AVERX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | AVERX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | AVERX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | AVERX vs PSECX |
Often Compared With AVERX
What investors most often compare with AVERX, based on PortfoliosLab usage data.
Compare AVERX with Any Fund or Stock
Compare AVERX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.