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 a closer substitute for your current allocation.
Cheapest Alternatives to AVERX
AVERX charges 1.26% annually. There are 293 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | AVERX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | AVERX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | AVERX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | AVERX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | AVERX vs TILVX |
Best Risk-Adjusted Alternatives to AVERX
AVERX has a PortfoliosLab risk / return rank of 11. There are 309 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 95 | — | Oct 1993 | AVERX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | AVERX vs FGINX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | AVERX vs IDIVX | |
| Al Frank Fund | 95 | — | May 2006 | AVERX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | AVERX vs AVLVX |
Top Performing AVERX Alternatives (YTD)
AVERX is at 11.32% YTD. There are 112 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 22.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 22.92% | — | May 2006 | AVERX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 22.00% | — | Jun 2022 | AVERX vs AVLVX | |
| PIMCO RAE US Fund | 21.33% | — | Jun 2015 | AVERX vs PKAIX | |
| AMG Yacktman Focused Fund | 20.67% | — | May 1997 | AVERX vs YAFFX | |
| Calvert US Large-Cap Value Responsible Index Fund | 20.41% | — | Jun 2015 | AVERX vs CFJIX |
Lowest Volatility Alternatives to AVERX
AVERX has 19.49% 1-year volatility. There are 318 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.66% | — | Feb 2021 | AVERX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | AVERX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.77% | — | Feb 1996 | AVERX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.37% | — | Dec 2007 | AVERX vs TMMAX | |
| American Century Equity Income Fund Class I | 8.48% | — | Jul 1998 | AVERX vs ACIIX |
Lowest Drawdown Alternatives to AVERX
AVERX has a 1-year max drawdown of -13.39%. There are 313 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | AVERX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | AVERX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | AVERX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | AVERX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | AVERX vs SVAIX |
Often Compared With AVERX
Investors most often compare AVERX with QRVLX, MDDAX, FDETX. These 20 comparison targets span 4 categories, 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.
Pair AVERX with funds that move differently
Ave Maria Value Focused Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AVERX.
Explore AVERX Diversifiers