FAM Value Fund (FAMVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FAMVX
FAMVX charges 1.19% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among FAMVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | FAMVX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | FAMVX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | FAMVX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | FAMVX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | FAMVX vs VMGMX |
Best Risk-Adjusted Alternatives to FAMVX
Among mutual funds in the Mid Cap Growth 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | FAMVX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | FAMVX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | FAMVX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | FAMVX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | FAMVX vs BFGIX |
Top Performing FAMVX Alternatives (YTD)
FAMVX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | FAMVX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | FAMVX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | FAMVX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | FAMVX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | FAMVX vs NEEGX |
Lowest Volatility Alternatives to FAMVX
FAMVX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | FAMVX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | FAMVX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | FAMVX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | FAMVX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | FAMVX vs VSNGX |
Lowest Drawdown Alternatives to FAMVX
FAMVX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | FAMVX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | FAMVX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | FAMVX vs PKSFX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | FAMVX vs VLEQX | |
| Calamos Timpani SMID Growth Fund | -11.56% | Jul 31, 2019 | FAMVX vs CTIGX |
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 Dividend Focus Fund | Mid Cap Blend Equities | 2 | -6.23% | Apr 1, 1996 | FAMVX vs FAMEX | |
| FAM Small Cap Fund | Small Cap Growth Equities | 0 | -11.69% | Mar 1, 2012 | FAMVX vs FAMFX |
Often Compared With FAMVX
What investors most often compare with FAMVX, 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.