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
TOTTX	Transamerica Mid Cap Value Opportunities	Mid Cap Value Equities	Apr 30, 2014	0.74%	0.00%	—	17.47%	12
TRMCX	T. Rowe Price Mid-Cap Value Fund	Mid Cap Value Equities	Jun 28, 1996	0.77%	4.07%	11.23%	9.12%	38
TRMIX	T. Rowe Price Mid-Cap Value Fund Class I	Mid Cap Value Equities	Jun 28, 1996	0.71%	4.12%	11.08%	9.33%	38
UMCVX	Invesco V.I. American Value Fund	Mid Cap Value Equities	Jan 1, 1997	0.89%	6.83%	13.19%	15.69%	79
VASVX	Vanguard Selected Value Fund	Mid Cap Value Equities	Feb 15, 1996	0.32%	1.36%	10.21%	13.14%	23
VETAX	Victory Sycamore Established Value Fund Class A	Mid Cap Value Equities	May 5, 2000	0.89%	4.96%	10.55%	4.63%	17
VEVIX	Victory Sycamore Established Value Fund Class I	Mid Cap Value Equities	Mar 1, 2010	0.58%	5.04%	10.89%	4.93%	18
VEVRX	Victory Sycamore Established Value Fund Class R6	Mid Cap Value Equities	Aug 16, 1983	0.54%	5.07%	10.94%	4.97%	18
VMFVX	Vanguard S&P Mid-Cap 400 Value Index Fund Institut...	Mid Cap Value Equities	Nov 2, 2010	0.08%	1.52%	10.12%	1.85%	21
VMVAX	Vanguard Mid-Cap Value Index Fund Admiral Shares	Mid Cap Value Equities	Sep 27, 2011	0.07%	4.69%	10.21%	1.98%	47
VMVIX	Vanguard Mid-Cap Value Index Fund	Mid Cap Value Equities	Aug 17, 2006	0.19%	4.67%	10.01%	1.87%	46
VVOAX	Invesco Value Opportunities Fund	Mid Cap Value Equities	Jun 25, 2001	1.22%	6.62%	14.71%	9.78%	79
VVOIX	Invesco Value Opportunities Fund Class Y	Mid Cap Value Equities	Mar 23, 2005	0.77%	6.69%	14.97%	9.93%	78
WFMIX	Allspring Special Mid Cap Value Fund Class I	Mid Cap Value Equities	—	0.80%	3.82%	10.52%	10.83%	23
WFPAX	Allspring Special Mid Cap Value Fund - Class A	Mid Cap Value Equities	Jul 31, 2007	1.12%	3.72%	10.17%	10.97%	22
WFPRX	Allspring Special Mid Cap Value Fund Class R6	Mid Cap Value Equities	Jun 28, 2013	0.70%	3.85%	10.63%	10.90%	23
WWMCX	Westwood Quality Midcap Fund	Mid Cap Value Equities	Nov 29, 2021	0.58%	—	—	30.04%	—

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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