Third Avenue Value Fund (TAVFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TAVFX
TAVFX charges 1.15% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among TAVFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | TAVFX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | TAVFX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | TAVFX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | TAVFX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | TAVFX vs VMNVX |
Best Risk-Adjusted Alternatives to TAVFX
Among mutual funds in the Global 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 | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | TAVFX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | TAVFX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | TAVFX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | TAVFX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | TAVFX vs GLIFX |
Top Performing TAVFX Alternatives (YTD)
TAVFX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | TAVFX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | TAVFX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | TAVFX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | TAVFX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | TAVFX vs GQRIX |
Lowest Volatility Alternatives to TAVFX
TAVFX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | TAVFX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | TAVFX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | TAVFX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | TAVFX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | TAVFX vs GLIFX |
Lowest Drawdown Alternatives to TAVFX
TAVFX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | TAVFX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | TAVFX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | TAVFX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | TAVFX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | TAVFX vs FGIAX |
Other Mutual Funds from Third Avenue
Most popular Third Avenue mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Third Avenue Real Estate Value Fund | REIT | 4 | -11.96% | Sep 16, 1998 | TAVFX vs TAREX | |
| Third Avenue International Real Estate Value Fund | REIT | 38 | -4.88% | May 7, 2014 | TAVFX vs REIFX | |
| Third Avenue Small Cap Value Fund | Small Cap Value Equities | 81 | 6.59% | Apr 1, 1997 | TAVFX vs TASCX |
Often Compared With TAVFX
What investors most often compare with TAVFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | TAVFX vs FSKAX | |
| Vanguard Small-Cap Value ETF | Small Cap Value Equities | 58 | 3.17% | Jan 26, 2004 | TAVFX vs VBR | |
| iShares MSCI USA Small-Cap Multifactor ETF | Small Cap Blend Equities | 63 | 1.08% | Apr 28, 2015 | TAVFX vs SMLF | |
| Baron Partners Fund | Large Cap Growth Equities | 81 | -7.34% | Apr 30, 2003 | TAVFX vs BPTRX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | TAVFX vs VOO | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | TAVFX vs SPY | |
| AMG Yacktman Global Fund | Large Cap Blend Equities | 51 | 8.16% | Jan 30, 2017 | TAVFX vs YFSIX | |
| JPMorgan Global Allocation Fund A | Global Equities | 30 | -5.28% | May 31, 2011 | TAVFX vs GAOAX | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | TAVFX vs FMIEX |
Compare TAVFX with Any Fund or Stock
Compare TAVFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.