American Beacon Small Cap Value Fund (AVFIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AVFIX
AVFIX charges 0.81% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among AVFIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | AVFIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | AVFIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | AVFIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | AVFIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | AVFIX vs VRTVX |
Best Risk-Adjusted Alternatives to AVFIX
Among mutual funds in the Small Cap Value 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | AVFIX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | AVFIX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | AVFIX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | AVFIX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | AVFIX vs MMEYX |
Top Performing AVFIX Alternatives (YTD)
AVFIX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | AVFIX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | AVFIX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | AVFIX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | AVFIX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | AVFIX vs MMEYX |
Lowest Volatility Alternatives to AVFIX
AVFIX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | AVFIX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | AVFIX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | AVFIX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | AVFIX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | AVFIX vs TASCX |
Lowest Drawdown Alternatives to AVFIX
AVFIX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | AVFIX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | AVFIX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | AVFIX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | AVFIX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | AVFIX vs JMCRX |
Other Mutual Funds from American Beacon
Most popular American Beacon mutual funds on PortfoliosLab, across asset classes.
Often Compared With AVFIX
What investors most often compare with AVFIX, 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.