The Best Mid Cap Value Equities Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Mid Cap Value Equities mutual funds.
- Number of Funds
- 115
- Avg. Expense Ratio
- 0.93%
- Avg. Yield
- 7.40%
- Avg. 1 Year Return
- 25.26%
- Median Risk/Return Score
- 43 / 100
The Best Mid Cap Value Equities Mutual Funds
115 results
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 Equities Mutual funds by Risk/Return Score
The top Mid Cap Value Equities Mutual funds by PortfoliosLab Risk/Return Score are SMVTX (89) and UMCVX (87).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 89 | — | Nov 2001 | |
| Invesco V.I. American Value Fund | 87 | — | Jan 1997 | |
| Invesco Value Opportunities Fund Class Y | 87 | — | Mar 2005 | |
| Invesco Value Opportunities Fund | 87 | — | Jun 2001 | |
| Harbor Mid Cap Value Fund | 87 | — | Mar 2002 |
Best-Performing Mid Cap Value Equities Mutual funds Over 5 Years
The top Mid Cap Value Equities Mutual funds is FCMVX (24.30%).
Across the lineup, Mid Cap Value Equities Mutual funds show an average 1-year return of 25.26% and an average 5-year return of 8.54%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Fidelity Mid Cap Value K6 Fund | 24.30% | — | May 2017 | |
| Invesco Value Opportunities Fund Class Y | 18.85% | — | Mar 2005 | |
| Invesco Value Opportunities Fund | 18.56% | — | Jun 2001 | |
| Invesco V.I. American Value Fund | 18.08% | — | Jan 1997 | |
| Fidelity Value Fund | 14.02% | — | Dec 1978 |
Lowest-Cost Mid Cap Value Equities Mutual funds
The top Mid Cap Value Equities Mutual funds is FIMVX (0.05%).
With an average expense ratio of 0.93%, Mid Cap Value Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.70B | Sep 2011 | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 |
Highest-Yield Mid Cap Value Equities Mutual funds
The top Mid Cap Value Equities Mutual funds is JMVYX (19.70%).
Across the lineup, Mid Cap Value Equities Mutual funds show an average dividend yield of 7.40%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| JPMorgan Mid Cap Value Fund Class R6 | 19.70% | — | Nov 1997 | |
| John Hancock Variable Insurance Trust Mid Value Tr... | 19.61% | — | Apr 2005 | |
| JPMorgan Mid Cap Value Fund | 19.57% | — | Nov 1997 | |
| TCW Relative Value Mid Cap Fund | 18.20% | — | Oct 1997 | |
| Diamond Hill Mid Cap Fund | 17.71% | — | Dec 2013 |
Top Mutual funds Categories
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
FLPSX vs. FSMDXFLPSX vs. SPYFLPSX vs. FLKSXFLPSX vs. FMCSXFLPSX vs. POAGXVMVAX vs. VMGMXVMVAX vs. VOEVMVAX vs. VIGAXVMVAX vs. VEMPXVMVAX vs. VIMSXVASVX vs. VEXAXVASVX vs. VTSAXVASVX vs. MOATVASVX vs. VEVFXVASVX vs. VFIAXTRMCX vs. RPMGXTRMCX vs. FSMDXTRMCX vs. PRWAXTRMCX vs. VWNDXTRMCX vs. VOOFDVLX vs. FXAIXFDVLX vs. FMCSXFDVLX vs. SPYFDVLX vs. FDGRXFDVLX vs. FDMLXFIMVX vs. FSMDXFIMVX vs. FMDGXFIMVX vs. IWSFIMVX vs. FISVXFIMVX vs. FXAIXVVOAX vs. OPPAXVVOAX vs. SPYVVOAX vs. SCHDVVOAX vs. BAVVOAX vs. AADAXFSMVX vs. FMDEFSMVX vs. FXAIXFSMVX vs. SMVLXFSMVX vs. IDIVXFSMVX vs. FDMLXFSLSX vs. SCHXFSLSX vs. DODGXFSLSX vs. VTIFSLSX vs. XMMOFSLSX vs. BTECJVMIX vs. FSMDXJVMIX vs. WFMIXJVMIX vs. VOOJVMIX vs. MVCAXJVMIX vs. VIMAX