FAM Dividend Focus Fund (FAMEX) Alternatives
FAM Dividend Focus Fund (FAMEX) 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 FAMEX. 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 FAMEX
FAMEX charges 1.23% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among FAMEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | FAMEX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | FAMEX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | FAMEX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | FAMEX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | FAMEX vs VMCIX |
Best Risk-Adjusted Alternatives to FAMEX
Among mutual funds in the Mid Cap Blend 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | FAMEX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | FAMEX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | FAMEX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | FAMEX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | FAMEX vs BIGTX |
Top Performing FAMEX Alternatives (YTD)
FAMEX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | FAMEX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | FAMEX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | FAMEX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | FAMEX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | FAMEX vs FTSIX |
Lowest Volatility Alternatives to FAMEX
FAMEX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | FAMEX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | FAMEX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | FAMEX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | FAMEX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | FAMEX vs GABVX |
Lowest Drawdown Alternatives to FAMEX
FAMEX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | FAMEX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | FAMEX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | FAMEX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | FAMEX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | FAMEX vs KMVAX |
Other Mutual Funds from FAM
Most popular FAM mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| FAM Value Fund | Mid Cap Growth Equities | 8 | -3.79% | Jan 2, 1987 | FAMEX vs FAMVX | |
| FAM Small Cap Fund | Small Cap Growth Equities | 0 | -11.69% | Mar 1, 2012 | FAMEX vs FAMFX |
Often Compared With FAMEX
What investors most often compare with FAMEX, based on PortfoliosLab usage data.
Compare FAMEX with Any Fund or Stock
Compare FAMEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.