Ave Maria World Equity Fund (AVEWX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AVEWX
AVEWX charges 1.18% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among AVEWX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | AVEWX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | AVEWX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | AVEWX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | AVEWX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | AVEWX vs VMNVX |
Best Risk-Adjusted Alternatives to AVEWX
Among mutual funds in the Global 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 Global Capital Cycles Fund | 97 | May 23, 1984 | AVEWX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | AVEWX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | AVEWX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | AVEWX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | AVEWX vs GLIFX |
Top Performing AVEWX Alternatives (YTD)
AVEWX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | AVEWX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | AVEWX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | AVEWX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | AVEWX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | AVEWX vs GQRIX |
Lowest Volatility Alternatives to AVEWX
AVEWX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | AVEWX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | AVEWX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | AVEWX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | AVEWX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | AVEWX vs GLIFX |
Lowest Drawdown Alternatives to AVEWX
AVEWX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | AVEWX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | AVEWX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | AVEWX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | AVEWX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | AVEWX vs FGIAX |
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 | AVEWX vs AVEGX | |
| Ave Maria Rising Dividend Fund | Large Cap Blend Equities | 2 | -1.49% | May 2, 2005 | AVEWX vs AVEDX | |
| Ave Maria Value Fund | Mid Cap Blend Equities | 12 | 7.40% | May 1, 2001 | AVEWX vs AVEMX | |
| Ave Maria Bond Fund | Diversified Portfolio | 67 | 1.11% | Apr 30, 2003 | AVEWX vs AVEFX | |
| Ave Maria Focused Fund | Mid Cap Growth Equities | 16 | 0.81% | Apr 30, 2020 | AVEWX vs AVEAX |
Often Compared With AVEWX
What investors most often compare with AVEWX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | AVEWX vs VOO | |
| JPMorgan Global Allocation Fund A | Global Equities | 30 | -5.28% | May 31, 2011 | AVEWX vs GAOAX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | AVEWX vs FMIEX |
Compare AVEWX with Any Fund or Stock
Compare AVEWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.