Third Avenue Value Fund (TAVFX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TAVFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TAVFX
TAVFX charges 1.15% annually. There are 180 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | TAVFX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | TAVFX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | TAVFX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | TAVFX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | TAVFX vs VTWAX |
Best Risk-Adjusted Alternatives to TAVFX
TAVFX has a PortfoliosLab risk / return rank of 73. There are 41 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | TAVFX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | TAVFX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | TAVFX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | TAVFX vs FMIEX | |
| Polaris Global Value Fund | 91 | — | May 1998 | TAVFX vs PGVFX |
Top Performing TAVFX Alternatives (YTD)
TAVFX is at 12.48% YTD. There are 82 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 35.11% | — | Nov 2016 | TAVFX vs PGTIX | |
| Oberweis Global Opportunities Fund | 25.41% | — | Jan 1987 | TAVFX vs OBEGX | |
| LSV Global Value Fund | 23.91% | — | Jun 2014 | TAVFX vs LVAGX | |
| Ariel Global Fund | 23.00% | — | Dec 2011 | TAVFX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 22.30% | — | — | TAVFX vs YFSNX |
Lowest Volatility Alternatives to TAVFX
TAVFX has 15.82% 1-year volatility. There are 175 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | TAVFX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | TAVFX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | TAVFX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | TAVFX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | TAVFX vs SGMAX |
Lowest Drawdown Alternatives to TAVFX
TAVFX has a 1-year max drawdown of -11.48%. There are 153 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | TAVFX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | TAVFX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | TAVFX vs SGMAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | TAVFX vs SVTAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | TAVFX vs CSUAX |
Other Mutual Funds from Third Avenue
The 3 most viewed Third Avenue mutual funds shown here include TASCX, TAREX, REIFX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Third Avenue Small Cap Value Fund | Small Cap Value Equities | 86 | 21.43% | — | Apr 1997 | TAVFX vs TASCX | |
| Third Avenue Real Estate Value Fund | REIT | 2 | -5.76% | — | Sep 1998 | TAVFX vs TAREX | |
| Third Avenue International Real Estate Value Fund | REIT | 5 | -0.36% | — | May 2014 | TAVFX vs REIFX |
Often Compared With TAVFX
Investors most often compare TAVFX with VBR, FSKAX, YFSIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare TAVFX with Any Fund or Stock
Compare TAVFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TAVFX with funds that move differently
Third Avenue Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TAVFX.
Explore TAVFX Diversifiers