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% | 65.50B | 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 56. There are 68 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 | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | MAVKX vs MMEYX | |
| Transamerica Small Cap Value | 90 | — | Jan 2003 | MAVKX vs TSLTX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | MAVKX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 88 | — | Apr 2021 | MAVKX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 87 | — | Jun 2002 | MAVKX vs QRSVX |
Top Performing MAVKX Alternatives (YTD)
MAVKX is at 17.05% YTD. There are 71 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.84%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 32.84% | — | Dec 1996 | MAVKX vs MMEYX | |
| Royce Opportunity Fund | 31.78% | — | Nov 1996 | MAVKX vs RYPNX | |
| Invesco Small Cap Value Fund | 31.37% | — | Jun 1999 | MAVKX vs VSCAX | |
| First Eagle Small Cap Opportunity Fund | 30.40% | — | Apr 2021 | MAVKX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.74% | — | Feb 2008 | MAVKX vs WSCVX |
Lowest Volatility Alternatives to MAVKX
MAVKX has 16.59% 1-year volatility. There are 29 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.63%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.63% | — | Sep 2017 | MAVKX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | MAVKX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.28% | — | Apr 1997 | MAVKX vs TASCX | |
| VELA Small Cap Fund | 14.35% | — | Sep 2020 | MAVKX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.44% | — | Mar 2007 | MAVKX vs ARSMX |
Lowest Drawdown Alternatives to MAVKX
MAVKX has a 1-year max drawdown of -9.34%. There are 45 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, MURNX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Mutual of America Conservative Allocation Fund | Diversified Portfolio | 74 | 4.56% | — | Nov 2021 | MAVKX vs MACAX | |
| Mutual of America International Fund | Foreign Large Cap Equities | 45 | 10.09% | — | Nov 2021 | MAVKX vs MAIFX | |
| Mutual of America Investment Corporation - 2050 Re... | Target Retirement Date | 72 | 9.94% | — | Nov 2021 | MAVKX vs MURNX | |
| Mutual of America Small Cap Growth Fund | Small Cap Growth Equities | 72 | 22.03% | — | Nov 2021 | MAVKX vs MAGKX | |
| Mutual of America Composite Fund | Diversified Portfolio | 86 | 6.81% | — | Nov 2021 | MAVKX vs MACHX | |
| Mutual of America 2055 Retirement Fund | Target Retirement Date | 72 | 10.29% | — | Nov 2021 | MAVKX vs MUROX | |
| Mutual of America All America Fund | Large Cap Blend Equities | 67 | 11.31% | — | Nov 2021 | MAVKX vs MAAKX | |
| Mutual of America Mid-Cap Equity Index Fund | Mid Cap Blend Equities | 60 | 15.32% | — | Nov 2021 | MAVKX vs MAMEX | |
| Mutual of America 2045 Retirement Fund | Target Retirement Date | 73 | 9.54% | — | Nov 2021 | MAVKX vs MURMX | |
| Mutual of America 2040 Retirement Fund | Target Retirement Date | 72 | 8.57% | — | Nov 2021 | MAVKX vs MURLX |
Often Compared With MAVKX
Investors most often compare MAVKX with AVALX, BRSIX, RYSEX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Aegis Value Fund | Small Cap Value Equities | 87 | 14.52% | — | May 1998 | MAVKX vs AVALX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 76 | 19.73% | — | Jul 1997 | MAVKX vs BRSIX | |
| Royce Special Equity Fund | Small Cap Value Equities | 83 | 21.03% | — | May 1998 | MAVKX vs RYSEX | |
| North Star Dividend Fund | Small Cap Value Equities | 36 | 18.64% | — | May 2013 | MAVKX vs NSDVX | |
| Brandes Small Cap Value Fund | Small Cap Value Equities | 84 | 18.56% | — | Jan 2018 | MAVKX vs BSCMX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 73 | 22.84% | — | Apr 1997 | MAVKX vs SSCVX | |
| VY Columbia Small Cap Value II Portfolio | Small Cap Value Equities | 87 | 21.34% | — | Apr 2006 | MAVKX vs ICISX |
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