BNY Mellon Opportunistic Midcap Value Fund (DMCVX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DMCVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DMCVX
DMCVX charges 1.09% annually. There are 90 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | DMCVX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | DMCVX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | DMCVX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | DMCVX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | DMCVX vs VEMPX |
Best Risk-Adjusted Alternatives to DMCVX
DMCVX has a PortfoliosLab risk / return rank of 47. There are 56 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 88 | — | Jan 2005 | DMCVX vs PFSLX | |
| Vanguard Strategic Equity Fund | 86 | 11.50B | Aug 1995 | DMCVX vs VSEQX | |
| Hartford Schroders US MidCap Opportunities Fund | 82 | — | Mar 2006 | DMCVX vs SMDIX | |
| Thompson MidCap Fund | 81 | — | Mar 2008 | DMCVX vs THPMX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 80 | — | Oct 2023 | DMCVX vs FTHMX |
Top Performing DMCVX Alternatives (YTD)
DMCVX is at 12.54% YTD. There are 91 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 37.13% | — | Jan 2005 | DMCVX vs PFSLX | |
| 13D Activist Fund | 31.35% | — | Dec 2011 | DMCVX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 27.46% | — | Aug 2015 | DMCVX vs FZFLX | |
| Hodges Fund | 25.16% | — | Oct 1992 | DMCVX vs HDPMX | |
| CRM Small/Mid Cap Value Fund | 23.95% | — | Sep 2004 | DMCVX vs CRMAX |
Lowest Volatility Alternatives to DMCVX
DMCVX has 14.33% 1-year volatility. There are 29 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.68%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.68% | — | Dec 2002 | DMCVX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.71% | — | Jul 1999 | DMCVX vs TLVAX | |
| Boston Trust Midcap Fund | 11.78% | — | — | DMCVX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.91% | — | Aug 2011 | DMCVX vs WAMFX | |
| Victory RS Investors Fund | 11.92% | — | Nov 2005 | DMCVX vs RSINX |
Lowest Drawdown Alternatives to DMCVX
DMCVX has a 1-year max drawdown of -9.13%. There are 56 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | DMCVX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | DMCVX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | DMCVX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | DMCVX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | DMCVX vs DNLDX |
Other Mutual Funds from BNY Mellon
The 10 most viewed BNY Mellon mutual funds shown here include DREVX, DAGVX, PEOPX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 27 | 7.84% | — | May 1951 | DMCVX vs DREVX | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 83 | 15.55% | — | Sep 1995 | DMCVX vs DAGVX | |
| BNY Mellon S&P 500 Index Fund | S&P 500 | 54 | 10.47% | — | Jan 1990 | DMCVX vs PEOPX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 57 | 10.65% | — | Sep 1993 | DMCVX vs DSPIX | |
| BNY Mellon Dynamic Value Fund Class I | Large Cap Value Equities | 84 | 15.71% | — | May 2001 | DMCVX vs DRGVX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 61 | 16.59% | — | Oct 2003 | DMCVX vs DNLAX | |
| BNY Mellon Technology Growth Fund | Technology Equities | 36 | 21.15% | — | Oct 1997 | DMCVX vs DTGRX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 75 | 22.65% | — | Jun 1997 | DMCVX vs DISSX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 67 | 5.61% | — | May 2010 | DMCVX vs DRRIX | |
| BNY Mellon Small/Mid Cap Growth Fund Class Y | Mid Cap Growth Equities | 13 | 10.32% | — | Jun 2013 | DMCVX vs DBMYX |
Often Compared With DMCVX
Investors most often compare DMCVX with DSMFX, MISIX, GABVX. These 13 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare DMCVX with Any Fund or Stock
Compare DMCVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DMCVX with funds that move differently
BNY Mellon Opportunistic Midcap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DMCVX.
Explore DMCVX Diversifiers