Ariel Focus Fund (ARFFX) Alternatives
Ariel Focus Fund (ARFFX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ARFFX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to ARFFX
ARFFX charges 1.00% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among ARFFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | ARFFX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | ARFFX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | ARFFX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | ARFFX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | ARFFX vs VMVIX |
Best Risk-Adjusted Alternatives to ARFFX
Among mutual funds in the Mid Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | ARFFX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | ARFFX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | ARFFX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | ARFFX vs VVOAX | |
| Invesco Value Opportunities Fund Class Y | 75 | Mar 23, 2005 | ARFFX vs VVOIX |
Top Performing ARFFX Alternatives (YTD)
ARFFX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | ARFFX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | ARFFX vs FIUSX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | ARFFX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | ARFFX vs HWMIX | |
| HW Opportunities MP Fund | 5.07% | Jan 27, 2021 | ARFFX vs HOMPX |
Lowest Volatility Alternatives to ARFFX
ARFFX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | ARFFX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | ARFFX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | ARFFX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | ARFFX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | ARFFX vs RSVAX |
Lowest Drawdown Alternatives to ARFFX
ARFFX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | ARFFX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | ARFFX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | ARFFX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | ARFFX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | ARFFX vs CISMX |
Other Mutual Funds from Ariel Investments
Most popular Ariel Investments mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Ariel Fund | Mid Cap Value Equities | 35 | -4.69% | Nov 6, 1986 | ARFFX vs ARGFX | |
| Ariel International Fund | Foreign Large Cap Equities | 26 | -5.17% | Dec 29, 2011 | ARFFX vs AINTX | |
| Ariel Appreciation Fund | Mid Cap Value Equities | 31 | -1.97% | Dec 1, 1989 | ARFFX vs CAAPX | |
| Ariel Global Fund | Global Equities | 27 | -4.80% | Dec 29, 2011 | ARFFX vs AGLOX |
Often Compared With ARFFX
What investors most often compare with ARFFX, based on PortfoliosLab usage data.
Compare ARFFX with Any Fund or Stock
Compare ARFFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.