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 a closer substitute for your current allocation.
Cheapest Alternatives to AVUVX
AVUVX charges 0.25% annually. There are 6 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 | AVUVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | AVUVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | AVUVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | AVUVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | AVUVX vs VSMVX |
Best Risk-Adjusted Alternatives to AVUVX
AVUVX has a PortfoliosLab risk / return rank of 81. There are 25 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 92 | — | May 1998 | AVUVX vs AVALX | |
| Victory Integrity Discovery Fund | 90 | — | Dec 1996 | AVUVX vs MMEYX | |
| Transamerica Small Cap Value | 89 | — | Jan 2003 | AVUVX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 88 | — | Apr 2006 | AVUVX vs ICISX | |
| Third Avenue Small Cap Value Fund | 88 | — | Apr 1997 | AVUVX vs TASCX |
Top Performing AVUVX Alternatives (YTD)
AVUVX is at 22.71% YTD. There are 28 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.15%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.15% | — | Dec 1996 | AVUVX vs MMEYX | |
| Royce Opportunity Fund | 29.76% | — | Nov 1996 | AVUVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.17% | — | Apr 2021 | AVUVX vs FESCX | |
| Invesco Small Cap Value Fund | 27.26% | — | Jun 1999 | AVUVX vs VSCAX | |
| Fidelity Advisor Small Cap Value Fund Class Z | 26.59% | — | Oct 2018 | AVUVX vs FIKNX |
Lowest Volatility Alternatives to AVUVX
AVUVX has 17.36% 1-year volatility. There are 64 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | AVUVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.33% | — | Apr 2019 | AVUVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | AVUVX vs TASCX | |
| VELA Small Cap Fund | 14.25% | — | Sep 2020 | AVUVX vs VESMX | |
| Royce Special Equity Fund | 14.26% | — | May 1998 | AVUVX vs RYSEX |
Lowest Drawdown Alternatives to AVUVX
AVUVX has a 1-year max drawdown of -8.25%. There are 10 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 | AVUVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | AVUVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | AVUVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | AVUVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | AVUVX vs TSLTX |
Other Mutual Funds from Avantis Investors
The 5 most viewed Avantis Investors mutual funds shown here include AVDVX, AVUSX, AVDEX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Avantis International Small Cap Value Fund Institu... | Foreign Small & Mid Cap Equities | 73 | 13.08% | — | Dec 2019 | AVUVX vs AVDVX | |
| Avantis U.S. Equity Fund | Large Cap Blend Equities | 85 | 15.47% | — | Dec 2019 | AVUVX vs AVUSX | |
| Avantis International Equity Fund | Foreign Large Cap Equities | 54 | 10.98% | — | Dec 2019 | AVUVX vs AVDEX | |
| Avantis Emerging Markets Equity Fund | Emerging Markets Diversified | 62 | 18.21% | — | Dec 2019 | AVUVX vs AVEEX | |
| Avantis Core Fixed Income Fund | Intermediate Core Bond | 22 | -0.35% | — | Feb 2021 | AVUVX vs AVIGX |
Often Compared With AVUVX
Investors most often compare AVUVX with AVUV, SCHD, RWJ. These 20 comparison targets span 8 categories, 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.
Pair AVUVX with funds that move differently
Avantis U.S. Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AVUVX.
Explore AVUVX Diversifiers