AVFIX Alternatives & Similar Mutual Funds

American Beacon Small Cap Value Fund (AVFIX) belongs to the Small 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 AVFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AVFIX

AVFIX charges 0.81% annually. There are 21 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
FISVX	Fidelity Small Cap Value Index Fund	0.05%	—	Jul 2019	AVFIX vs FISVX
VSIIX	Vanguard Small-Cap Value Index Fund Institutional ...	0.06%	—	Dec 1999	AVFIX vs VSIIX
VSIAX	Vanguard Small-Cap Value Index Fund Admiral Shares	0.07%	67.80B	Sep 2011	AVFIX vs VSIAX
VSMVX	Vanguard S&P Small-Cap 600 Value Index Fund Instit...	0.08%	—	Nov 2014	AVFIX vs VSMVX
VRTVX	Vanguard Russell 2000 Value Index Fund Institution...	0.08%	—	Jul 2012	AVFIX vs VRTVX

Best Risk-Adjusted Alternatives to AVFIX

AVFIX has a PortfoliosLab risk / return rank of 85. There are 35 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
MMEYX	Victory Integrity Discovery Fund	95	—	Dec 1996	AVFIX vs MMEYX
RYSEX	Royce Special Equity Fund	95	—	May 1998	AVFIX vs RYSEX
TASCX	Third Avenue Small Cap Value Fund	95	—	Apr 1997	AVFIX vs TASCX
AVALX	Aegis Value Fund Class I	94	—	May 1998	AVFIX vs AVALX
TASVX	PGIM Quant Solutions Small-Cap Value Fund	94	—	Jan 1993	AVFIX vs TASVX

Top Performing AVFIX Alternatives (YTD)

AVFIX is at 26.51% YTD. There are 6 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.19%.

Symbol	Name	YTD Return	AUM	Inception
MMEYX	Victory Integrity Discovery Fund	35.19%	—	Dec 1996	AVFIX vs MMEYX
SSCVX	Columbia Select Small Cap Value Fund	27.88%	—	Apr 1997	AVFIX vs SSCVX
DHSIX	Diamond Hill Small Cap Fund Class I	27.79%	—	Dec 2000	AVFIX vs DHSIX
DHSCX	Diamond Hill Small Cap Fund	27.58%	—	Dec 2000	AVFIX vs DHSCX
RYSEX	Royce Special Equity Fund	26.73%	—	May 1998	AVFIX vs RYSEX

Lowest Volatility Alternatives to AVFIX

AVFIX has 18.32% 1-year volatility. There are 104 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.47%.

Symbol	Name	Volatility 1Y	AUM	Inception
PVCMX	Palm Valley Capital Fund Investor Class	4.47%	—	Apr 2019	AVFIX vs PVCMX
TASCX	Third Avenue Small Cap Value Fund	13.98%	—	Apr 1997	AVFIX vs TASCX
VESMX	VELA Small Cap Fund	14.27%	—	Sep 2020	AVFIX vs VESMX
USBNX	Pear Tree Polaris Small Cap Fund	14.36%	—	Aug 1992	AVFIX vs USBNX
ARSMX	AMG River Road Small-Mid Cap Value Fund	14.37%	—	Mar 2007	AVFIX vs ARSMX

Lowest Drawdown Alternatives to AVFIX

AVFIX has a 1-year max drawdown of -9.17%. There are 38 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
PVCMX	Palm Valley Capital Fund Investor Class	-2.81%	—	Apr 2019	AVFIX vs PVCMX
TASCX	Third Avenue Small Cap Value Fund	-6.29%	—	Apr 1997	AVFIX vs TASCX
PMJIX	PIMCO RAE US Small Fund	-7.62%	—	Jun 2015	AVFIX vs PMJIX
PMJAX	PIMCO RAE US Small Fund Class A	-7.66%	—	Jun 2015	AVFIX vs PMJAX
TSLTX	Transamerica Small Cap Value	-7.73%	—	Jan 2003	AVFIX vs TSLTX

Other Mutual Funds from American Beacon

The 10 most viewed American Beacon mutual funds shown here include AGEPX, AHTPX, AADEX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AGEPX	American Beacon Frontier Markets Income Fund	Emerging Markets Bonds	98	7.96%	—	Feb 2014	AVFIX vs AGEPX
AHTPX	American Beacon AHL TargetRisk Fund	Tactical Allocation	66	6.55%	—	Dec 2018	AVFIX vs AHTPX
AADEX	American Beacon Large Cap Value Fund	Large Cap Value Equities	77	11.17%	—	Jul 1987	AVFIX vs AADEX
TIVFX	American Beacon Tocqueville International Value Fu...	Foreign Large Cap Equities	44	17.69%	—	Aug 1994	AVFIX vs TIVFX
ADNPX	American Beacon ARK Transformational Innovation Fu...	Mid Cap Growth Equities	3	-6.40%	—	Jan 2017	AVFIX vs ADNPX
AHLPX	American Beacon AHL Managed Futures Strategy Fund	Systematic Trend	93	10.52%	—	Aug 2014	AVFIX vs AHLPX
AADBX	American Beacon Balanced Fund	Diversified Portfolio	68	6.20%	—	Jul 1987	AVFIX vs AADBX
AAIEX	American Beacon International Equity Fund	Foreign Large Cap Equities	55	11.89%	—	Aug 1991	AVFIX vs AAIEX
SHYPX	American Beacon SiM High Yld Opps Fund	High Yield Bonds	95	1.75%	—	Feb 2011	AVFIX vs SHYPX
AGEYX	American Beacon Developing World Income Fund Class...	Emerging Markets Bonds	99	8.07%	—	Feb 2014	AVFIX vs AGEYX

Often Compared With AVFIX

Investors most often compare AVFIX with VSCIX, WBSIX, VEXRX. These 19 comparison targets span 13 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	Small Cap Blend Equities	61	15.18%	188.20B	Jul 1997	AVFIX vs VSCIX
WBSIX	William Blair Small Cap Growth Fund	Small Cap Growth Equities	41	15.98%	—	Dec 1999	AVFIX vs WBSIX
VEXRX	Vanguard Explorer Fund Admiral Shares	Small Cap Growth Equities	48	14.39%	23.30B	Nov 2001	AVFIX vs VEXRX
VBR	Vanguard Small-Cap Value ETF	Small Cap Value Equities	84	18.17%	67.80B	Jan 2004	AVFIX vs VBR
FXAIX	Fidelity 500 Index Fund	S&P 500	59	10.13%	—	Feb 1988	AVFIX vs FXAIX
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	AVFIX vs SPY
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	72	19.65%	—	Dec 1984	AVFIX vs FOCPX
SHOYX	American Beacon SiM High Yield Opportunities Fund ...	High Yield Bonds	95	1.82%	—	Feb 2011	AVFIX vs SHOYX
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Nasdaq-100, Derivative Income	66	7.51%	39.88B	May 2022	AVFIX vs JEPQ
TFBYX	American Beacon TwentyFour Sustainable Short Term ...	Short-Term Bond	60	0.98%	—	Feb 2020	AVFIX vs TFBYX
HWSAX	Hotchkis & Wiley Small Cap Value Fund Class A	Small Cap Value Equities	71	25.43%	—	Jun 2000	AVFIX vs HWSAX
RNWGX	American Funds New World Fund® Class R-6	Emerging Markets Equities	57	14.07%	—	Aug 2008	AVFIX vs RNWGX
SHXPX	American Beacon Shapiro Equity Opportunities Fund	Large Cap Value Equities	—	—	—	Sep 2017	AVFIX vs SHXPX
BRLVX	American Beacon Bridgeway Large Cap Value Fund	Large Cap Value Equities	96	20.79%	—	Oct 2003	AVFIX vs BRLVX
AHLIX	American Beacon AHL Managed Futures Strategy Fund ...	Systematic Trend	94	10.81%	—	Aug 2014	AVFIX vs AHLIX
SHDPX	American Beacon Shapiro SMID Cap Equity Fund	Small Cap Value Equities	—	—	—	Sep 2017	AVFIX vs SHDPX
TFGPX	American Beacon TwentyFour Strategic Income Fund	Multisector Bonds	56	1.17%	—	Apr 2017	AVFIX vs TFGPX
PPVIX	Principal SmallCap Value Fund II	Small Cap Value Equities	78	16.97%	—	Jun 2004	AVFIX vs PPVIX
BRLGX	American Beacon Bridgeway Large Cap Growth Fund	Large Cap Growth Equities	36	16.02%	—	Oct 2003	AVFIX vs BRLGX

Compare AVFIX with Any Fund or Stock

Compare AVFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair AVFIX with funds that move differently

American Beacon Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AVFIX.

Explore AVFIX Diversifiers

American Beacon Small Cap Value Fund (AVFIX) Alternatives