Ave Maria World Equity Fund (AVEWX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AVEWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AVEWX
AVEWX charges 1.18% annually. There are 188 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | AVEWX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | AVEWX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | AVEWX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | AVEWX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | AVEWX vs VTWAX |
Best Risk-Adjusted Alternatives to AVEWX
AVEWX has a PortfoliosLab risk / return rank of 21. There are 181 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | AVEWX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | AVEWX vs EPSYX | |
| Wasatch Global Value Fund Investor Class Shares | 92 | — | Sep 1996 | AVEWX vs FMIEX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | AVEWX vs JGYIX | |
| Vanguard Global Capital Cycles Fund | 92 | 3.90B | May 1984 | AVEWX vs VGPMX |
Top Performing AVEWX Alternatives (YTD)
AVEWX is at 14.43% YTD. There are 37 mutual funds in the Global Equities category with higher YTD returns, going as high as 32.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 32.84% | — | Nov 2016 | AVEWX vs PGTIX | |
| Oberweis Global Opportunities Fund | 24.97% | — | Jan 1987 | AVEWX vs OBEGX | |
| LSV Global Value Fund | 23.33% | — | Jun 2014 | AVEWX vs LVAGX | |
| Ariel Global Fund | 22.42% | — | Dec 2011 | AVEWX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 21.75% | — | — | AVEWX vs YFSNX |
Lowest Volatility Alternatives to AVEWX
AVEWX has 16.72% 1-year volatility. There are 185 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.02% | 2.00B | Dec 2013 | AVEWX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.03% | 2.00B | Dec 2013 | AVEWX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.19% | — | Jul 2006 | AVEWX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.52% | — | Sep 1990 | AVEWX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.56% | — | Jan 2016 | AVEWX vs SGMAX |
Lowest Drawdown Alternatives to AVEWX
AVEWX has a 1-year max drawdown of -10.31%. There are 109 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | AVEWX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | AVEWX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | AVEWX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | AVEWX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | AVEWX vs CSUAX |
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 | 30 | 17.52% | — | May 2003 | AVEWX vs AVEGX | |
| Ave Maria Rising Dividend Fund | Large Cap Blend Equities | 2 | 1.86% | — | May 2005 | AVEWX vs AVEDX | |
| Ave Maria Bond Fund | Diversified Portfolio | 28 | 1.76% | — | Apr 2003 | AVEWX vs AVEFX | |
| Ave Maria Value Fund | Mid Cap Blend Equities | 9 | 11.14% | — | May 2001 | AVEWX vs AVEMX | |
| Ave Maria Focused Fund | Mid Cap Growth Equities | 6 | 13.61% | — | Apr 2020 | AVEWX vs AVEAX |
Often Compared With AVEWX
Investors most often compare AVEWX with VOO, GLOSX, CAEIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare AVEWX with Any Fund or Stock
Compare AVEWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AVEWX with funds that move differently
Ave Maria World Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AVEWX.
Explore AVEWX Diversifiers