Ariel Fund (ARGFX) 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 ARGFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ARGFX
ARGFX charges 1.00% annually. There are 66 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | ARGFX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 37.20B | Sep 2011 | ARGFX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | ARGFX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | ARGFX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | ARGFX vs VMVIX |
Best Risk-Adjusted Alternatives to ARGFX
ARGFX has a PortfoliosLab risk / return rank of 53. There are 77 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund Retirement Class | 97 | — | Mar 2016 | ARGFX vs HNMVX | |
| Harbor Mid Cap Value Fund | 96 | — | Mar 2002 | ARGFX vs HAMVX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 94 | — | Aug 1998 | ARGFX vs NCBVX | |
| Columbia Select Mid Cap Value Fund | 92 | — | Nov 2001 | ARGFX vs NAMAX | |
| Fidelity Advisor Value Strategies Fund Class I | 91 | — | Jul 1995 | ARGFX vs FASOX |
Top Performing ARGFX Alternatives (YTD)
ARGFX is at 13.71% YTD. There are 88 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 29.05%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 29.05% | — | Dec 1983 | ARGFX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 29.02% | — | Jul 1995 | ARGFX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 28.83% | — | Sep 1996 | ARGFX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 28.64% | — | Aug 1986 | ARGFX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 28.24% | — | Aug 2001 | ARGFX vs FVCSX |
Lowest Volatility Alternatives to ARGFX
ARGFX has 18.93% 1-year volatility. There are 107 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.39% | 37.20B | Sep 2011 | ARGFX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.39% | — | Aug 2006 | ARGFX vs VMVIX | |
| Principal MidCap Value Fund I | 11.80% | — | Dec 2003 | ARGFX vs PVMIX | |
| American Century Mid Cap Value Fund | 11.82% | 5.65B | Mar 2004 | ARGFX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.82% | — | Mar 2004 | ARGFX vs ACLAX |
Lowest Drawdown Alternatives to ARGFX
ARGFX has a 1-year max drawdown of -12.36%. There are 109 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | ARGFX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | ARGFX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | ARGFX vs FIUSX | |
| Harbor Mid Cap Value Fund Retirement Class | -6.84% | — | Mar 2016 | ARGFX vs HNMVX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | ARGFX vs HAMVX |
Other Mutual Funds from Ariel Investments
The 4 most viewed Ariel Investments mutual funds shown here include AINTX, AGLOX, ARFFX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ariel International Fund | Foreign Large Cap Equities | 63 | 16.82% | — | Dec 2011 | ARGFX vs AINTX | |
| Ariel Global Fund | Global Equities | 85 | 20.96% | — | Dec 2011 | ARGFX vs AGLOX | |
| Ariel Focus Fund | Mid Cap Value Equities | 81 | 14.89% | — | Jun 2005 | ARGFX vs ARFFX | |
| Ariel Appreciation Fund | Mid Cap Value Equities | 56 | 16.82% | — | Dec 1989 | ARGFX vs CAAPX |
Often Compared With ARGFX
Investors most often compare ARGFX with FLEU, VIMCX, SDVGX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare ARGFX with Any Fund or Stock
Compare ARGFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ARGFX with funds that move differently
Ariel Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ARGFX.
Explore ARGFX Diversifiers