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 | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | AVFIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | AVFIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | AVFIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | AVFIX vs VSMVX | |
| 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 69. There are 44 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 90 | — | Jan 2003 | AVFIX vs TSLTX | |
| Victory Integrity Discovery Fund | 90 | — | Dec 1996 | AVFIX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | AVFIX vs WSCVX | |
| Aegis Value Fund | 88 | — | May 1998 | AVFIX vs AVALX | |
| Goldman Sachs Small Cap Value Insights Fund Invest... | 87 | — | Nov 2007 | AVFIX vs GTTTX |
Top Performing AVFIX Alternatives (YTD)
AVFIX is at 24.11% YTD. There are 7 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 31.89%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 31.89% | — | Dec 1996 | AVFIX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | AVFIX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.94% | — | Apr 2021 | AVFIX vs FESCX | |
| Invesco Small Cap Value Fund | 28.92% | — | Jun 1999 | AVFIX vs VSCAX | |
| Walthausen Small Cap Value Fund | 26.78% | — | Feb 2008 | AVFIX vs WSCVX |
Lowest Volatility Alternatives to AVFIX
AVFIX has 18.77% 1-year volatility. There are 106 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.60%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.60% | — | Sep 2017 | AVFIX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.23% | — | Apr 2019 | AVFIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | AVFIX vs TASCX | |
| VELA Small Cap Fund | 14.36% | — | Sep 2020 | AVFIX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.44% | — | Mar 2007 | AVFIX vs ARSMX |
Lowest Drawdown Alternatives to AVFIX
AVFIX has a 1-year max drawdown of -9.17%. There are 39 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 | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | AVFIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | AVFIX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | AVFIX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | AVFIX vs PMJAX | |
| 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.
Often Compared With AVFIX
Investors most often compare AVFIX with VSCIX, WBSIX, VEXRX. These 19 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare AVFIX with Any Fund or Stock
Compare AVFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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