Acclivity Small Cap Value Fund (AXVIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AXVIX
AXVIX charges 3.64% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among AXVIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | AXVIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | AXVIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | AXVIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | AXVIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | AXVIX vs VRTVX |
Best Risk-Adjusted Alternatives to AXVIX
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 | AXVIX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | AXVIX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | AXVIX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | AXVIX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | AXVIX vs MMEYX |
Top Performing AXVIX Alternatives (YTD)
AXVIX 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 | AXVIX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | AXVIX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | AXVIX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | AXVIX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | AXVIX vs MMEYX |
Lowest Volatility Alternatives to AXVIX
AXVIX 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 | AXVIX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | AXVIX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | AXVIX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | AXVIX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | AXVIX vs TASCX |
Lowest Drawdown Alternatives to AXVIX
AXVIX 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 | AXVIX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | AXVIX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | AXVIX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | AXVIX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | AXVIX vs JMCRX |
Other Mutual Funds from Innealta Capital
Most popular Innealta Capital mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dynamic U.S. Opportunity Fund | Tactical Allocation | 46 | -4.38% | Dec 29, 2011 | AXVIX vs ICSIX | |
| Dynamic International Opportunity Fund | Foreign Large Cap Equities | 65 | -0.42% | Dec 30, 2011 | AXVIX vs ICCIX |
Often Compared With AXVIX
What investors most often compare with AXVIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Avantis US Small Cap Value ETF | Small Cap Value Equities | 74 | 8.60% | Sep 24, 2019 | AXVIX vs AVUV | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | AXVIX vs SSCVX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | AXVIX vs PRVIX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | AXVIX vs VSCAX | |
| Heartland Value Fund | Small Cap Value Equities | 78 | 4.83% | Dec 28, 1984 | AXVIX vs HRTVX | |
| Pear Tree Polaris Small Cap Fund | Small Cap Value Equities | 30 | 1.48% | Aug 3, 1992 | AXVIX vs USBNX |
Compare AXVIX with Any Fund or Stock
Compare AXVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.