The Best Mid-Cap Value Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Mid-Cap Value mutual funds.
- Number of Funds
- 1
- Avg. Expense Ratio
- 0.34%
- Avg. Yield
- 11.41%
- Avg. 1 Year Return
- 27.03%
- Median Risk/Return Score
- 67 / 100
The Best Mid-Cap Value Mutual Funds
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Selected Value Fund | Mid-Cap Value | Feb 15, 1996 | 0.34% | 16.78% | 11.39% | 11.41% | 67 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Mid-Cap Value Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Vanguard Selected Value Fund | 67 | 6.70B | Feb 1996 |
Best-Performing Mid-Cap Value Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Vanguard Selected Value Fund | 11.32% | 6.70B | Feb 1996 |
Lowest-Cost Mid-Cap Value Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Vanguard Selected Value Fund | 0.34% | 6.70B | Feb 1996 |
Highest-Yield Mid-Cap Value Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Vanguard Selected Value Fund | 11.41% | 6.70B | Feb 1996 |
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