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 117 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
FMUEX	RBB Free Market U.S. Equity Fund	Mid Cap Value Equities	Dec 31, 2007	0.78%	6.46%	8.99%	3.87%
FRBSX	Franklin Mutual U.S. Mid Cap Value Fund	Mid Cap Value Equities	Apr 2, 1990	0.91%	4.82%	6.15%	2.21%
FRNKX	Frank Value Fund	Mid Cap Value Equities	Jul 21, 2004	1.37%	7.14%	4.64%	9.46%
FSLSX	Fidelity Value Strategies Fund	Mid Cap Value Equities	Dec 31, 1983	0.86%	7.47%	10.18%	2.32%
FSMVX	Fidelity Mid Cap Value Fund	Mid Cap Value Equities	Nov 15, 2001	0.57%	9.55%	8.49%	1.31%
FSOAX	Fidelity Advisor Value Strategies Fund Class A	Mid Cap Value Equities	Sep 3, 1996	1.13%	7.36%	9.90%	2.70%
FTVFX	Fidelity Advisor Value Fund Class M	Mid Cap Value Equities	Dec 23, 2003	1.40%	8.60%	9.31%	0.57%
FTVNX	Fuller & Thaler Behavioral Mid-Cap Value Fund	Mid Cap Value Equities	Dec 21, 2017	1.31%	5.81%	—	1.23%
FVCSX	Fidelity Advisor Value Strategies Fund Class C	Mid Cap Value Equities	Aug 16, 2001	1.92%	7.04%	9.05%	2.76%
FVIFX	Fidelity Advisor Value Fund Class I	Mid Cap Value Equities	Dec 23, 2003	0.90%	8.82%	10.03%	0.97%
FVLKX	Fidelity Value Fund Class K	Mid Cap Value Equities	May 9, 2008	0.71%	8.83%	10.37%	3.49%
FVLZX	Fidelity Advisor Value Fund Class Z	Mid Cap Value Equities	Feb 1, 2017	0.75%	8.87%	—	1.07%
FVSKX	Fidelity Advisor Value Strategies Fund Class K	Mid Cap Value Equities	May 9, 2008	0.75%	7.51%	10.33%	2.44%
GETGX	Victory Sycamore Established Value Fund	Mid Cap Value Equities	Aug 16, 1983	1.11%	7.36%	10.85%	5.46%
GOODX	GoodHaven Fund	Mid Cap Value Equities	Apr 8, 2011	1.10%	11.31%	5.64%	1.29%
GTTMX	Glenmede Quantitative U.S. Total Market Equity Por...	Mid Cap Value Equities	Dec 21, 2006	1.83%	6.96%	9.28%	5.37%
HAMVX	Harbor Mid Cap Value Fund	Mid Cap Value Equities	Mar 1, 2002	0.85%	8.06%	7.53%	6.66%
HMVYX	Hartford MidCap Value Fund	Mid Cap Value Equities	Apr 30, 2001	0.88%	6.29%	7.28%	6.05%
HOMPX	HW Opportunities MP Fund	Mid Cap Value Equities	Jan 27, 2021	0.00%	8.10%	—	12.57%
HRMDX	Heartland Mid Cap Value Fund	Mid Cap Value Equities	Oct 31, 2014	1.10%	4.21%	—	1.85%

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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