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.

Category is Mid Cap Value Equities

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
FSLSX	Fidelity Value Strategies Fund	Mid Cap Value Equities	Dec 31, 1983	0.86%	7.17%	10.54%	0.00%	24
FSMVX	Fidelity Mid Cap Value Fund	Mid Cap Value Equities	Nov 15, 2001	0.57%	4.36%	10.06%	7.54%	51
FSOAX	Fidelity Advisor Value Strategies Fund Class A	Mid Cap Value Equities	Sep 3, 1996	1.13%	7.07%	8.68%	0.00%	17
FTVFX	Fidelity Advisor Value Fund Class M	Mid Cap Value Equities	Dec 23, 2003	1.40%	3.51%	10.61%	7.90%	42
FTVNX	Fuller & Thaler Behavioral Mid-Cap Value Fund	Mid Cap Value Equities	Dec 21, 2017	1.31%	-0.80%	—	1.61%	4
FVCSX	Fidelity Advisor Value Strategies Fund Class C	Mid Cap Value Equities	Aug 16, 2001	1.92%	6.86%	8.79%	12.24%	48
FVIFX	Fidelity Advisor Value Fund Class I	Mid Cap Value Equities	Dec 23, 2003	0.90%	3.66%	11.22%	8.06%	44
FVLKX	Fidelity Value Fund Class K	Mid Cap Value Equities	May 9, 2008	0.71%	3.83%	11.60%	9.66%	45
FVLZX	Fidelity Advisor Value Fund Class Z	Mid Cap Value Equities	Feb 1, 2017	0.75%	3.69%	—	8.25%	44
GETGX	Victory Sycamore Established Value Fund	Mid Cap Value Equities	Aug 16, 1983	1.11%	4.93%	10.34%	4.58%	16
GOODX	GoodHaven Fund	Mid Cap Value Equities	Apr 8, 2011	1.10%	-6.39%	9.98%	3.20%	4
GTTMX	Glenmede Quantitative U.S. Total Market Equity Por...	Mid Cap Value Equities	Dec 21, 2006	1.83%	2.32%	11.35%	18.42%	54
HAMVX	Harbor Mid Cap Value Fund	Mid Cap Value Equities	Mar 1, 2002	0.85%	5.24%	9.44%	8.24%	66
HMVYX	Hartford MidCap Value Fund	Mid Cap Value Equities	Apr 30, 2001	0.88%	3.51%	9.23%	4.15%	21
HOMPX	HW Opportunities MP Fund	Mid Cap Value Equities	Jan 27, 2021	0.00%	6.79%	—	3.38%	38
HRMDX	Heartland Mid Cap Value Fund	Mid Cap Value Equities	Oct 31, 2014	1.10%	4.47%	9.76%	2.08%	7
HWMIX	Hotchkis & Wiley Mid-Cap Value Fund	Mid Cap Value Equities	Jan 2, 1997	1.01%	6.50%	9.06%	1.31%	38
IACIX	VY American Century Small-Mid Cap Value Portfolio	Mid Cap Value Equities	May 1, 2002	0.85%	3.15%	9.20%	9.07%	12
IIVAX	Transamerica Small/Mid Cap Value Fund	Mid Cap Value Equities	Apr 2, 2001	1.23%	3.10%	9.58%	10.26%	32
IJMIX	VY JPMorgan Mid Cap Value Portfolio	Mid Cap Value Equities	May 1, 2002	0.88%	2.35%	8.42%	15.36%	10

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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