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
IMCVX	Voya Multi-Manager Mid Cap Value Fund	Mid Cap Value Equities	Oct 3, 2011	0.78%	4.43%	9.08%	8.82%	14
IVOIX	Delaware Ivy Mid Cap Income Opportunities Fund	Mid Cap Value Equities	Oct 1, 2014	0.83%	0.66%	9.84%	15.62%	17
JAMVX	Janus Henderson VIT Mid Cap Value Portfolio	Mid Cap Value Equities	May 1, 2003	0.67%	6.19%	8.93%	10.22%	32
JEMUX	John Hancock Variable Insurance Trust Mid Value Tr...	Mid Cap Value Equities	Apr 28, 2005	0.93%	4.06%	—	21.76%	17
JMVYX	JPMorgan Mid Cap Value Fund Class R6	Mid Cap Value Equities	Nov 13, 1997	0.60%	2.45%	—	20.80%	18
JVMIX	John Hancock Funds Disciplined Value Mid Cap Fund ...	Mid Cap Value Equities	Jun 2, 1997	0.87%	1.57%	10.16%	9.10%	30
JVMRX	John Hancock Disciplined Value Mid Cap Fund Class ...	Mid Cap Value Equities	Sep 1, 2011	0.74%	1.60%	10.26%	9.21%	30
JVSIX	Janus Henderson Small-Mid Cap Value Fund	Mid Cap Value Equities	Dec 15, 2011	0.81%	3.03%	8.81%	9.04%	26
KMDIX	Keeley Mid Cap Dividend Value Fund	Mid Cap Value Equities	Oct 3, 2011	0.95%	4.35%	10.09%	5.30%	34
KSMIX	Keeley Small-Mid Cap Value Fund	Mid Cap Value Equities	Aug 15, 2007	1.18%	6.94%	10.51%	9.48%	52
LAVLX	Lord Abbett Mid Cap Stock Fund	Mid Cap Value Equities	Jun 28, 1983	0.98%	0.77%	8.02%	6.99%	23
LYRIX	Lyrical U.S. Value Equity Fund	Mid Cap Value Equities	Feb 4, 2013	1.01%	-6.13%	10.15%	5.67%	16
MAMVX	Mutual of America Mid Cap Value Fund	Mid Cap Value Equities	Nov 29, 2021	0.70%	1.99%	—	8.46%	10
MARFX	BlackRock Mid-Cap Value Fund	Mid Cap Value Equities	Feb 1, 1995	0.74%	-1.36%	10.19%	11.49%	25
MCMVX	Monongahela All Cap Value Fund	Mid Cap Value Equities	Jul 1, 2013	0.85%	4.53%	11.98%	6.23%	50
MCVIX	MFS Mid Cap Value Fund Class I	Mid Cap Value Equities	Nov 1, 2001	0.72%	1.60%	9.57%	8.03%	17
MLPIX	ProFunds Mid Cap Value Fund	Mid Cap Value Equities	Sep 4, 2001	1.78%	1.06%	8.23%	0.47%	16
MVCAX	MFS Mid Cap Value Fund	Mid Cap Value Equities	Aug 31, 2001	1.02%	1.53%	9.31%	8.08%	17
MVCKX	MFS Mid Cap Value Fund Class R6	Mid Cap Value Equities	Feb 1, 2013	0.62%	1.63%	8.98%	8.14%	18
MVEIX	Monteagle Select Value Fund	Mid Cap Value Equities	Mar 30, 1998	1.45%	0.70%	9.09%	4.58%	37

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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