FAM Value Fund (FAMVX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FAMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FAMVX
FAMVX charges 1.19% annually. There are 133 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | FAMVX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | FAMVX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | FAMVX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 34.80B | Sep 2011 | FAMVX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | FAMVX vs VMFGX |
Best Risk-Adjusted Alternatives to FAMVX
FAMVX has a PortfoliosLab risk / return rank of 20. There are 35 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 84.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 84 | 32.70B | Aug 1995 | FAMVX vs VHCOX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 75 | — | Nov 2004 | FAMVX vs POAGX | |
| Victory Munder Mid-Cap Core Growth Fund | 74 | — | Jun 1998 | FAMVX vs MGOYX | |
| Timothy Plan Aggressive Growth Fund | 63 | — | Oct 2000 | FAMVX vs TAAGX | |
| USAA Extended Market Index Fund | 62 | — | Oct 2000 | FAMVX vs USMIX |
Top Performing FAMVX Alternatives (YTD)
FAMVX is at 8.68% YTD. There are 51 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 35.91%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 35.91% | — | Dec 2016 | FAMVX vs NEEIX | |
| Needham Growth Fund | 35.60% | — | Jan 1996 | FAMVX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 34.57% | — | May 2007 | FAMVX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 25.25% | — | Oct 2000 | FAMVX vs TAAGX | |
| Kinetics Paradigm Fund | 23.11% | — | Dec 1999 | FAMVX vs WWNPX |
Lowest Volatility Alternatives to FAMVX
FAMVX has 13.91% 1-year volatility. There are 10 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.07% | — | May 2021 | FAMVX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.41% | — | May 2010 | FAMVX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.59% | — | Dec 1996 | FAMVX vs VSNGX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.59% | — | Jul 1997 | FAMVX vs MXMGX | |
| T. Rowe Price Institutional Mid Cap Equity Growth ... | 13.64% | — | Jul 1996 | FAMVX vs PMEGX |
Lowest Drawdown Alternatives to FAMVX
FAMVX has a 1-year max drawdown of -9.47%. There are 4 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -6.92%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | -6.92% | — | May 2021 | FAMVX vs BBMIX | |
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | FAMVX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | FAMVX vs VSNGX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | FAMVX vs SECUX | |
| T. Rowe Price Mid-Cap Index Fund | -9.51% | — | Dec 2015 | FAMVX vs TRMSX |
Other Mutual Funds from FAM
The 2 most viewed FAM mutual funds shown here include FAMEX, FAMFX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| FAM Dividend Focus Fund | Mid Cap Blend Equities | 3 | 2.22% | — | Apr 1996 | FAMVX vs FAMEX | |
| FAM Small Cap Fund | Small Cap Growth Equities | 2 | 2.91% | — | Mar 2012 | FAMVX vs FAMFX |
Often Compared With FAMVX
Investors most often compare FAMVX with VOO, IVOO, BNDW. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare FAMVX with Any Fund or Stock
Compare FAMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FAMVX with funds that move differently
FAM Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FAMVX.
Explore FAMVX Diversifiers