Avantis U.S. Small Cap Value Fund (AVUVX) Alternatives
Avantis U.S. Small Cap Value Fund (AVUVX) 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 AVUVX. 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 AVUVX
AVUVX charges 0.25% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among AVUVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | AVUVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | AVUVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | AVUVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | AVUVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | AVUVX vs VRTVX |
Best Risk-Adjusted Alternatives to AVUVX
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 | AVUVX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | AVUVX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | AVUVX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | AVUVX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | AVUVX vs MMEYX |
Top Performing AVUVX Alternatives (YTD)
AVUVX 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 | AVUVX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | AVUVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | AVUVX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | AVUVX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | AVUVX vs MMEYX |
Lowest Volatility Alternatives to AVUVX
AVUVX 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 | AVUVX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | AVUVX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | AVUVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | AVUVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | AVUVX vs TASCX |
Lowest Drawdown Alternatives to AVUVX
AVUVX 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 | AVUVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | AVUVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | AVUVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | AVUVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | AVUVX vs JMCRX |
Other Mutual Funds from Avantis Investors
Most popular Avantis Investors mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Avantis International Small Cap Value Fund | Foreign Small & Mid Cap Equities | 94 | 3.00% | Dec 3, 2019 | AVUVX vs AVDVX | |
| Avantis International Equity Fund | Foreign Large Cap Equities | 84 | -0.19% | Dec 4, 2019 | AVUVX vs AVDEX | |
| Avantis U.S. Equity Fund | Large Cap Blend Equities | 62 | -2.58% | Dec 4, 2019 | AVUVX vs AVUSX | |
| Avantis Emerging Markets Equity Fund | Emerging Markets Diversified | 87 | 0.61% | Dec 3, 2019 | AVUVX vs AVEEX | |
| Avantis Core Fixed Income Fund | Intermediate Core Bond | 56 | -0.93% | Feb 23, 2021 | AVUVX vs AVIGX |
Often Compared With AVUVX
What investors most often compare with AVUVX, based on PortfoliosLab usage data.
Compare AVUVX with Any Fund or Stock
Compare AVUVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.