Mutual of America Small Cap Value Fund (MAVKX) 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 MAVKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MAVKX
MAVKX charges 0.82% annually. There are 24 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 | MAVKX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | MAVKX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | MAVKX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | MAVKX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | MAVKX vs VRTVX |
Best Risk-Adjusted Alternatives to MAVKX
MAVKX has a PortfoliosLab risk / return rank of 66. There are 94 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | MAVKX vs MMEYX | |
| Third Avenue Small Cap Value Fund | 94 | — | Apr 1997 | MAVKX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | MAVKX vs AVALX | |
| Royce Special Equity Fund | 94 | — | May 1998 | MAVKX vs RYSEX | |
| PGIM Quant Solutions Small-Cap Value Fund | 93 | — | Jan 1993 | MAVKX vs TASVX |
Top Performing MAVKX Alternatives (YTD)
MAVKX is at 17.69% YTD. There are 93 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.52% | — | Dec 1996 | MAVKX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 28.15% | — | Dec 2000 | MAVKX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.91% | — | Dec 2000 | MAVKX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 27.34% | — | Apr 1997 | MAVKX vs SSCVX | |
| Royce Special Equity Fund | 27.23% | — | May 1998 | MAVKX vs RYSEX |
Lowest Volatility Alternatives to MAVKX
MAVKX has 16.11% 1-year volatility. There are 25 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.52% | — | Apr 2019 | MAVKX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.05% | — | Apr 1997 | MAVKX vs TASCX | |
| VELA Small Cap Fund | 14.28% | — | Sep 2020 | MAVKX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | MAVKX vs ARSMX | |
| Pear Tree Polaris Small Cap Fund | 14.43% | — | Aug 1992 | MAVKX vs USBNX |
Lowest Drawdown Alternatives to MAVKX
MAVKX has a 1-year max drawdown of -9.34%. There are 44 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 | MAVKX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | MAVKX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | MAVKX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | MAVKX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | MAVKX vs TSLTX |
Other Mutual Funds from Mutual of America
The 10 most viewed Mutual of America mutual funds shown here include MACAX, MAIFX, MAAKX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Mutual of America Conservative Allocation Fund | Diversified Portfolio | 70 | 4.11% | — | Nov 2021 | MAVKX vs MACAX | |
| Mutual of America International Fund | Foreign Large Cap Equities | 71 | 11.94% | — | Nov 2021 | MAVKX vs MAIFX | |
| Mutual of America All America Fund | Large Cap Blend Equities | 67 | 11.78% | — | Nov 2021 | MAVKX vs MAAKX | |
| Mutual of America Investment Corporation - 2050 Re... | Target Retirement Date | 72 | 9.84% | — | Nov 2021 | MAVKX vs MURNX | |
| Mutual of America 2055 Retirement Fund | Target Retirement Date | 72 | 10.18% | — | Nov 2021 | MAVKX vs MUROX | |
| Mutual of America Composite Fund | Diversified Portfolio | 82 | 7.43% | — | Nov 2021 | MAVKX vs MACHX | |
| Mutual of America Small Cap Growth Fund | Small Cap Growth Equities | 66 | 17.97% | — | Nov 2021 | MAVKX vs MAGKX | |
| Mutual of America Mid-Cap Equity Index Fund | Mid Cap Blend Equities | 61 | 14.59% | — | Nov 2021 | MAVKX vs MAMEX | |
| Mutual of America 2040 Retirement Fund | Target Retirement Date | 71 | 8.41% | — | Nov 2021 | MAVKX vs MURLX | |
| Mutual of America Retirement Income Fund | Target Retirement Date | 66 | 3.12% | — | Nov 2021 | MAVKX vs MARMX |
Often Compared With MAVKX
Investors most often compare MAVKX with MURMX, RYPNX, BRSIX. These 15 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare MAVKX with Any Fund or Stock
Compare MAVKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MAVKX with funds that move differently
Mutual of America Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MAVKX.
Explore MAVKX Diversifiers