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 100 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 | FAMEX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | FAMEX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | FAMEX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | FAMEX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | FAMEX vs VMCIX |
Best Risk-Adjusted Alternatives to FAMEX
FAMEX has a PortfoliosLab risk / return rank of 2. There are 123 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | FAMEX vs PFSLX | |
| Destinations Small-Mid Cap Equity Fund | 83 | — | Mar 2017 | FAMEX vs DSMFX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 83 | — | Aug 2015 | FAMEX vs FZFLX | |
| Vanguard Strategic Equity Fund | 83 | 11.50B | Aug 1995 | FAMEX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 83 | — | Aug 2013 | FAMEX vs FZAMX |
Top Performing FAMEX Alternatives (YTD)
FAMEX is at 2.03% YTD. There are 120 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 46.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 46.57% | — | Jan 2005 | FAMEX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 37.72% | — | Aug 2015 | FAMEX vs FZFLX | |
| Hodges Fund | 32.69% | — | Oct 1992 | FAMEX vs HDPMX | |
| 13D Activist Fund | 27.51% | — | Dec 2011 | FAMEX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 26.02% | — | Aug 2013 | FAMEX vs FZAMX |
Lowest Volatility Alternatives to FAMEX
FAMEX has 13.58% 1-year volatility. There are 18 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.84% | — | Dec 2002 | FAMEX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.83% | — | Jul 1999 | FAMEX vs TLVAX | |
| Boston Trust Midcap Fund | 11.93% | — | — | FAMEX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.04% | — | Aug 2011 | FAMEX vs WAMFX | |
| Victory RS Investors Fund | 12.11% | — | Nov 2005 | FAMEX vs RSINX |
Lowest Drawdown Alternatives to FAMEX
FAMEX has a 1-year max drawdown of -13.83%. There are 119 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 | FAMEX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | FAMEX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | FAMEX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | FAMEX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | FAMEX vs DNLDX |
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 | |
|---|---|---|---|---|---|---|---|
| FAM Value Fund | Mid Cap Growth Equities | 11 | 6.98% | — | Jan 1987 | FAMEX vs FAMVX | |
| FAM Small Cap Fund | Small Cap Growth Equities | 1 | -6.70% | — | 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.
Compare FAMEX with Any Fund or Stock
Compare FAMEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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