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 | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | FAMVX vs FSMAX | |
| 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% | 32.20B | Sep 2011 | FAMVX vs VMGMX |
Best Risk-Adjusted Alternatives to FAMVX
FAMVX has a PortfoliosLab risk / return rank of 6. There are 111 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund | 93 | — | Jan 1996 | FAMVX vs NEEGX | |
| Vanguard Capital Opportunity Fund Investor Shares | 91 | 27.60B | Aug 1995 | FAMVX vs VHCOX | |
| Needham Growth Fund Institutional Class | 91 | — | Dec 2016 | FAMVX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 90 | — | Oct 2000 | FAMVX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 83 | — | Nov 2004 | FAMVX vs POAGX |
Top Performing FAMVX Alternatives (YTD)
FAMVX is at 4.31% YTD. There are 120 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 59.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund | 59.35% | — | Jan 1996 | FAMVX vs NEEGX | |
| Needham Growth Fund Institutional Class | 52.41% | — | Dec 2016 | FAMVX vs NEEIX | |
| Timothy Plan Aggressive Growth Fund | 36.54% | — | Oct 2000 | FAMVX vs TAAGX | |
| Essex Environmental Opportunities Fund | 31.64% | — | Sep 2017 | FAMVX vs EEOFX | |
| Calamos Timpani SMID Growth Fund | 26.75% | — | Jul 2019 | FAMVX vs CTIGX |
Lowest Volatility Alternatives to FAMVX
FAMVX has 13.62% 1-year volatility. There are 11 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.32%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.32% | — | May 2013 | FAMVX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.64% | — | May 2021 | FAMVX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.20% | — | May 2010 | FAMVX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.40% | — | Dec 1996 | FAMVX vs VSNGX | |
| Sparrow Growth Fund | 12.95% | — | Oct 1998 | FAMVX vs SGFFX |
Lowest Drawdown Alternatives to FAMVX
FAMVX has a 1-year max drawdown of -9.47%. There are 6 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | FAMVX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | FAMVX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | FAMVX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | FAMVX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | FAMVX vs SECUX |
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 | 1 | -0.83% | — | Apr 1996 | FAMVX vs FAMEX | |
| FAM Small Cap Fund | Small Cap Growth Equities | 1 | -5.78% | — | Mar 2012 | FAMVX vs FAMFX |
Often Compared With FAMVX
Investors most often compare FAMVX with IVOO, VOO, 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