FAMEX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to FAMEX

FAMEX charges 1.23% annually. There are 99 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
FSMDX	Fidelity Mid Cap Index Fund	0.03%	—	Sep 2011	FAMEX vs FSMDX
VMCPX	Vanguard Mid-Cap Index Fund Institutional Plus Sha...	0.03%	213.90B	Dec 2010	FAMEX vs VMCPX
SWMCX	Schwab U.S. Mid-Cap Index Fund	0.04%	2.70B	Dec 2017	FAMEX vs SWMCX
VEMPX	Vanguard Extended Market Index Fund Institutional ...	0.04%	89.90B	Jan 2011	FAMEX vs VEMPX
VMCIX	Vanguard Mid-Cap Index Fund Institutional Shares	0.04%	213.90B	May 1998	FAMEX vs VMCIX

Best Risk-Adjusted Alternatives to FAMEX

FAMEX has a PortfoliosLab risk / return rank of 1. There are 125 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.

Symbol	Name	Risk / Return Rank	AUM	Inception
PFSLX	Paradigm Select Fund	89	—	Jan 2005	FAMEX vs PFSLX
GENIX	Gotham Enhanced Return Fund	84	—	May 2013	FAMEX vs GENIX
BIGTX	The Texas Fund	80	—	Sep 2013	FAMEX vs BIGTX
VSEQX	Vanguard Strategic Equity Fund	73	11.20B	Aug 1995	FAMEX vs VSEQX
DSMFX	Destinations Small-Mid Cap Equity Fund	73	—	Mar 2017	FAMEX vs DSMFX

Top Performing FAMEX Alternatives (YTD)

FAMEX is at -1.27% YTD. There are 120 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 35.49%.

Symbol	Name	YTD Return	AUM	Inception
PFSLX	Paradigm Select Fund	35.49%	—	Jan 2005	FAMEX vs PFSLX
FZFLX	Fidelity SAI Small-Mid Cap 500 Index Fund	31.03%	—	Aug 2015	FAMEX vs FZFLX
DDDIX	13D Activist Fund	28.28%	—	Dec 2011	FAMEX vs DDDIX
HDPMX	Hodges Fund	27.04%	—	Oct 1992	FAMEX vs HDPMX
BIGTX	The Texas Fund	24.51%	—	Sep 2013	FAMEX vs BIGTX

Lowest Volatility Alternatives to FAMEX

FAMEX has 12.97% 1-year volatility. There are 19 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.31%.

Symbol	Name	Volatility 1Y	AUM	Inception
ATGAX	Aquila Opportunity Growth Fund	9.31%	—	Jul 1994	FAMEX vs ATGAX
GWSAX	Gabelli Focused Growth and Income Fund	9.66%	—	Dec 2002	FAMEX vs GWSAX
TLVAX	Timothy Plan Large/Mid Cap Value Fund	11.48%	—	Jul 1999	FAMEX vs TLVAX
QCGDX	Quantified Common Ground Fund	11.67%	—	Dec 2019	FAMEX vs QCGDX
BTMFX	Boston Trust Midcap Fund	11.82%	—	—	FAMEX vs BTMFX

Lowest Drawdown Alternatives to FAMEX

FAMEX has a 1-year max drawdown of -13.83%. There are 118 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -5.55%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
QCGDX	Quantified Common Ground Fund	-5.55%	—	Dec 2019	FAMEX vs QCGDX
FTHMX	FullerThaler Behavioral Mid-Cap Equity Fund Instit...	-6.33%	—	Oct 2023	FAMEX vs FTHMX
GENIX	Gotham Enhanced Return Fund	-6.44%	—	May 2013	FAMEX vs GENIX
GWSAX	Gabelli Focused Growth and Income Fund	-6.54%	—	Dec 2002	FAMEX vs GWSAX
FTSIX	Fuller & Thaler Behavioral Small-Mid Core Equity F...	-6.80%	—	Dec 2018	FAMEX vs FTSIX

Other Mutual Funds from FAM

The 2 most viewed FAM mutual funds shown here include FAMVX, FAMFX and span 2 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FAMVX	FAM Value Fund	Mid Cap Growth Equities	5	3.41%	—	Jan 1987	FAMEX vs FAMVX
FAMFX	FAM Small Cap Fund	Small Cap Growth Equities	1	-5.78%	—	Mar 2012	FAMEX vs FAMFX

Often Compared With FAMEX

Investors most often compare FAMEX with GTSGX, SCHD, IJH. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
GTSGX	Madison Mid Cap Fund	Mid Cap Blend Equities	3	-1.31%	—	Jul 1983	FAMEX vs GTSGX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	82	19.01%	94.95B	Oct 2011	FAMEX vs SCHD
IJH	iShares Core S&P Mid-Cap ETF	Mid Cap Blend Equities	55	14.24%	119.17B	May 2000	FAMEX vs IJH
VOO	Vanguard S&P 500 ETF	S&P 500	75	11.69%	1.60T	Sep 2010	FAMEX vs VOO
XMHQ	Invesco S&P MidCap Quality ETF	Mid Cap Blend Equities	30	8.95%	5.33B	Dec 2006	FAMEX vs XMHQ
VIG	Vanguard Dividend Appreciation ETF	Dividend	60	7.77%	124.70B	Apr 2006	FAMEX vs VIG
FXAIX	Fidelity 500 Index Fund	S&P 500	75	11.56%	—	Feb 1988	FAMEX vs FXAIX
SPY	State Street SPDR S&P 500 ETF	S&P 500	75	11.69%	781.00B	Jan 1993	FAMEX vs SPY
VLIFX	Value Line Mid Cap Focused Fund	Mid Cap Growth Equities	2	-1.95%	—	Mar 1950	FAMEX vs VLIFX
IWM	iShares Russell 2000 ETF	Small Cap Blend Equities	69	18.69%	80.93B	May 2000	FAMEX vs IWM
JNVSX	Jensen Quality Value Fund	Mid Cap Blend Equities	2	0.06%	—	Mar 2010	FAMEX vs JNVSX
QQQM	Invesco NASDAQ 100 ETF	Nasdaq-100	77	21.64%	96.91B	Oct 2020	FAMEX vs QQQM
KMVAX	Kirr Marbach Partners Value Fund	Mid Cap Blend Equities	28	13.48%	—	Dec 1998	FAMEX vs KMVAX
MVALX	Meridian Contrarian Fund	Mid Cap Blend Equities	48	15.31%	—	Feb 1994	FAMEX vs MVALX
HMCNX	Harbor Mid Cap Fund	Mid Cap Blend Equities	47	11.94%	—	Dec 2019	FAMEX vs HMCNX
JPPEX	JPMorgan Mid Cap Equity Fund Class R6	Mid Cap Blend Equities	19	6.75%	—	—	FAMEX vs JPPEX
TARKX	Tarkio Fund	Mid Cap Blend Equities	62	22.10%	—	Jun 2011	FAMEX vs TARKX
GABVX	Gabelli Value 25 Fund	Mid Cap Blend Equities	61	7.99%	—	Sep 1989	FAMEX vs GABVX
AVEMX	Ave Maria Value Fund	Mid Cap Blend Equities	5	8.90%	—	May 2001	FAMEX vs AVEMX
LLSCX	Longleaf Partners Small-Cap Fund	Mid Cap Blend Equities	2	-5.53%	—	Feb 1989	FAMEX vs LLSCX

Compare FAMEX with Any Fund or Stock

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

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Diversifiers

Pair FAMEX with funds that move differently

FAM Dividend Focus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FAMEX.

Explore FAMEX Diversifiers

FAM Dividend Focus Fund (FAMEX) Alternatives