Ariel Fund (ARGFX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to ARGFX

ARGFX charges 1.00% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among ARGFX alternatives.

Symbol	Name	Expense Ratio	Inception
FIMVX	Fidelity Mid Cap Value Index Fund	0.05%	Jul 11, 2019	ARGFX vs FIMVX
VMVAX	Vanguard Mid-Cap Value Index Fund Admiral Shares	0.07%	Sep 27, 2011	ARGFX vs VMVAX
VMFVX	Vanguard S&P Mid-Cap 400 Value Index Fund Institut...	0.08%	Nov 2, 2010	ARGFX vs VMFVX
MYISX	Victory Integrity Small/Mid-Cap Value Fund	0.09%	Jul 1, 2011	ARGFX vs MYISX
VMVIX	Vanguard Mid-Cap Value Index Fund	0.19%	Aug 17, 2006	ARGFX vs VMVIX

Best Risk-Adjusted Alternatives to ARGFX

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
ARFFX	Ariel Focus Fund	86	Jun 30, 2005	ARGFX vs ARFFX
SMVTX	Virtus Ceredex Mid-Cap Value Equity Fund	84	Nov 30, 2001	ARGFX vs SMVTX
FIUSX	Delaware Opportunity Fund	78	Aug 24, 1992	ARGFX vs FIUSX
UMCVX	Invesco V.I. American Value Fund	78	Jan 1, 1997	ARGFX vs UMCVX
VVOAX	Invesco Value Opportunities Fund	76	Jun 25, 2001	ARGFX vs VVOAX

Top Performing ARGFX Alternatives (YTD)

ARGFX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
SMVTX	Virtus Ceredex Mid-Cap Value Equity Fund	6.38%	Nov 30, 2001	ARGFX vs SMVTX
FIUSX	Delaware Opportunity Fund	5.51%	Aug 24, 1992	ARGFX vs FIUSX
ARFFX	Ariel Focus Fund	5.40%	Jun 30, 2005	ARGFX vs ARFFX
TCVIX	Touchstone Mid Cap Value Fund	5.28%	Sep 30, 2009	ARGFX vs TCVIX
HWMIX	Hotchkis & Wiley Mid-Cap Value Fund	5.14%	Jan 2, 1997	ARGFX vs HWMIX

Lowest Volatility Alternatives to ARGFX

ARGFX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
NMAVX	Nuance Mid Cap Value Fund	14.28%	Dec 31, 2013	ARGFX vs NMAVX
AMDVX	American Century Mid Cap Value R6	15.54%	Jul 26, 2013	ARGFX vs AMDVX
ACMVX	American Century Mid Cap Value Fund	15.57%	Mar 31, 2004	ARGFX vs ACMVX
ACLAX	American Century Mid Cap Value Fund A Class	15.58%	Mar 31, 2004	ARGFX vs ACLAX
RSVAX	Victory RS Value Fund	16.23%	Jun 30, 1993	ARGFX vs RSVAX

Lowest Drawdown Alternatives to ARGFX

ARGFX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
NMAVX	Nuance Mid Cap Value Fund	-9.80%	Dec 31, 2013	ARGFX vs NMAVX
AMDVX	American Century Mid Cap Value R6	-10.95%	Jul 26, 2013	ARGFX vs AMDVX
ACMVX	American Century Mid Cap Value Fund	-10.96%	Mar 31, 2004	ARGFX vs ACMVX
ACLAX	American Century Mid Cap Value Fund A Class	-10.99%	Mar 31, 2004	ARGFX vs ACLAX
CISMX	Clarkston Partners Fund	-11.26%	Sep 15, 2015	ARGFX 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
AINTX	Ariel International Fund	Foreign Large Cap Equities	26	-5.17%	Dec 29, 2011	ARGFX vs AINTX
CAAPX	Ariel Appreciation Fund	Mid Cap Value Equities	31	-1.97%	Dec 1, 1989	ARGFX vs CAAPX
AGLOX	Ariel Global Fund	Global Equities	27	-4.80%	Dec 29, 2011	ARGFX vs AGLOX

Often Compared With ARGFX

What investors most often compare with ARGFX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FLEU	Franklin FTSE Eurozone ETF	Europe Equities	64	-2.81%	Nov 2, 2017	ARGFX vs FLEU
VIMCX	Virtus KAR Mid-Cap Core Fund	Mid Cap Growth Equities	4	-6.62%	Jun 22, 2009	ARGFX vs VIMCX
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	ARGFX vs VOO
SDVGX	SIT Dividend Growth Fund	Large Cap Blend Equities	54	-5.14%	Dec 31, 2003	ARGFX vs SDVGX
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	69	-5.93%	Mar 10, 1999	ARGFX vs QQQ
^SP400	S&P 400 Index		60	2.15%	—	ARGFX vs ^SP400
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	Large Cap Blend Equities	46	-7.06%	Jul 7, 1997	ARGFX vs VIIIX
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	ARGFX vs SPY
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	46	-6.75%	Nov 13, 2000	ARGFX vs VTSAX
FXAIX	Fidelity 500 Index Fund	S&P 500	46	-7.05%	Feb 17, 1988	ARGFX vs FXAIX
PXTIX	PIMCO RAE PLUS Fund	Large Cap Value Equities	75	4.27%	Jun 30, 2005	ARGFX vs PXTIX
NAMAX	Columbia Select Mid Cap Value Fund	Mid Cap Value Equities	69	4.45%	Nov 20, 2001	ARGFX vs NAMAX
CIMDX	Clarkston Founders Fund	Mid Cap Value Equities	6	-6.99%	Jan 31, 2017	ARGFX vs CIMDX
FSLSX	Fidelity Value Strategies Fund	Mid Cap Value Equities	23	3.45%	Dec 31, 1983	ARGFX vs FSLSX

Compare ARGFX with Any Fund or Stock

Compare ARGFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Ariel Fund

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