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 115 Mid Cap Value Equities mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.

Category: Mid Cap Value Equities

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
FASEX	Nuveen Mid Cap Value Fund	Mid Cap Value Equities	Dec 22, 1987	1.16%	2.48%	8.59%	3.04%
FASOX	Fidelity Advisor Value Strategies Fund Class I	Mid Cap Value Equities	Jul 3, 1995	0.88%	1.60%	9.49%	2.70%
FASPX	Fidelity Advisor Value Strategies Fund Class M	Mid Cap Value Equities	Aug 20, 1986	1.37%	1.44%	8.97%	2.37%
FAVFX	Fidelity Advisor Value Fund Class A	Mid Cap Value Equities	Dec 23, 2003	1.15%	2.72%	8.98%	0.79%
FCMVX	Fidelity Mid Cap Value K6 Fund	Mid Cap Value Equities	May 25, 2017	0.45%	3.79%	—	1.39%
FCVFX	Fidelity Advisor Value Fund Class C	Mid Cap Value Equities	Dec 23, 2003	1.90%	2.46%	8.07%	0.12%
FDMLX	Fidelity Series Intrinsic Opportunities Fund	Mid Cap Value Equities	Dec 6, 2012	0.00%	4.52%	11.35%	23.53%
FDVLX	Fidelity Value Fund	Mid Cap Value Equities	Dec 1, 1978	0.79%	2.79%	9.58%	3.61%
FIDFX	Fidelity Advisor Mid Cap Value Fund Class Z	Mid Cap Value Equities	Feb 1, 2017	0.45%	3.75%	—	1.51%
FIMVX	Fidelity Mid Cap Value Index Fund	Mid Cap Value Equities	Jul 11, 2019	0.05%	2.47%	—	1.84%
FIUSX	Delaware Opportunity Fund	Mid Cap Value Equities	Aug 24, 1992	1.15%	3.37%	6.46%	2.76%
FLCGX	Meeder Quantex Fund	Mid Cap Value Equities	Mar 20, 1985	1.62%	1.02%	3.80%	1.31%
FLKSX	Fidelity Low-Priced Stock K6 Fund	Mid Cap Value Equities	May 26, 2017	0.50%	4.19%	—	6.43%
FLMVX	JPMorgan Mid Cap Value Fund	Mid Cap Value Equities	Nov 13, 1997	0.75%	2.58%	8.08%	5.91%
FLPKX	Fidelity Low-Priced Stock Fund Class K	Mid Cap Value Equities	May 9, 2008	0.74%	4.23%	9.39%	17.66%
FLPSX	Fidelity Low-Priced Stock Fund	Mid Cap Value Equities	Dec 27, 1989	0.82%	4.20%	9.28%	17.55%
FMPAX	Fidelity Advisor Mid Cap Value Fund Class A	Mid Cap Value Equities	Feb 13, 2007	0.86%	3.64%	7.57%	1.19%
FMPEX	Fidelity Advisor Mid Cap Value Fund Class C	Mid Cap Value Equities	Feb 13, 2007	1.62%	3.36%	6.71%	0.66%
FMPOX	Fidelity Advisor Mid Cap Value Fund Class I	Mid Cap Value Equities	Feb 13, 2007	0.59%	3.71%	7.91%	1.39%
FMPTX	Fidelity Advisor Mid Cap Value Fund Class M	Mid Cap Value Equities	Feb 13, 2007	1.12%	3.53%	7.25%	0.98%

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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