Acclivity Small Cap Value Fund (AXVIX) 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 AXVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AXVIX
AXVIX charges 3.64% annually. There are 127 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 | AXVIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | AXVIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | AXVIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | AXVIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | AXVIX vs VRTVX |
Best Risk-Adjusted Alternatives to AXVIX
AXVIX has a PortfoliosLab risk / return rank of 61. There are 62 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 91 | — | May 1998 | AXVIX vs AVALX | |
| Victory Integrity Discovery Fund | 90 | — | Dec 1996 | AXVIX vs MMEYX | |
| Transamerica Small Cap Value | 89 | — | Jan 2003 | AXVIX vs TSLTX | |
| Third Avenue Small Cap Value Fund | 88 | — | Apr 1997 | AXVIX vs TASCX | |
| Brandes Small Cap Value Fund | 87 | — | Jan 2018 | AXVIX vs BSCMX |
Top Performing AXVIX Alternatives (YTD)
AXVIX is at 17.48% YTD. There are 86 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.08% | — | Dec 1996 | AXVIX vs MMEYX | |
| Royce Opportunity Fund | 28.37% | — | Nov 1996 | AXVIX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 27.39% | — | Apr 2021 | AXVIX vs FESCX | |
| AB Small Cap Value Portfolio | 26.59% | — | Dec 2014 | AXVIX vs SCYVX | |
| Fidelity Advisor Small Cap Value Fund Class Z | 26.24% | — | Oct 2018 | AXVIX vs FIKNX |
Lowest Volatility Alternatives to AXVIX
AXVIX has 16.21% 1-year volatility. There are 25 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 | AXVIX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.33% | — | Apr 2019 | AXVIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.20% | — | Apr 1997 | AXVIX vs TASCX | |
| VELA Small Cap Fund | 14.27% | — | Sep 2020 | AXVIX vs VESMX | |
| Royce Special Equity Fund | 14.29% | — | May 1998 | AXVIX vs RYSEX |
Lowest Drawdown Alternatives to AXVIX
AXVIX has a 1-year max drawdown of -8.48%. There are 16 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 | AXVIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | AXVIX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | AXVIX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | AXVIX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | AXVIX vs TSLTX |
Other Mutual Funds from Innealta Capital
The 2 most viewed Innealta Capital mutual funds shown here include ICSIX, ICCIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dynamic U.S. Opportunity Fund | Tactical Allocation | 40 | 6.25% | — | Dec 2011 | AXVIX vs ICSIX | |
| Dynamic International Opportunity Fund | Foreign Large Cap Equities | 44 | 11.24% | — | Dec 2011 | AXVIX vs ICCIX |
Often Compared With AXVIX
Investors most often compare AXVIX with AVUV, NSDVX, JMCRX. These 19 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare AXVIX with Any Fund or Stock
Compare AXVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AXVIX with funds that move differently
Acclivity Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AXVIX.
Explore AXVIX Diversifiers