Nuveen Mid Cap Value Fund (FASEX) Alternatives
Nuveen Mid Cap Value Fund (FASEX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FASEX. 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 FASEX
FASEX charges 1.16% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among FASEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | FASEX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | FASEX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | FASEX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | FASEX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | FASEX vs VMVIX |
Best Risk-Adjusted Alternatives to FASEX
Among mutual funds in the Mid Cap Value 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 | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | FASEX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | FASEX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | FASEX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | FASEX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | FASEX vs VVOAX |
Top Performing FASEX Alternatives (YTD)
FASEX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | FASEX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | FASEX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | FASEX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | FASEX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | FASEX vs HWMIX |
Lowest Volatility Alternatives to FASEX
FASEX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | FASEX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | FASEX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | FASEX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | FASEX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | FASEX vs RSVAX |
Lowest Drawdown Alternatives to FASEX
FASEX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | FASEX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | FASEX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | FASEX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | FASEX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | FASEX vs CISMX |
Other Mutual Funds from Nuveen
Most popular Nuveen mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 71 | -4.39% | Jan 30, 2007 | FASEX vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 9 | -9.14% | Nov 23, 2005 | FASEX vs SPXX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 9 | 0.13% | Jun 26, 2003 | FASEX vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 23 | -4.17% | Mar 28, 2006 | FASEX vs NSBRX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 15 | -0.75% | Jun 6, 1999 | FASEX vs NHMRX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 28 | -0.04% | Jan 31, 2013 | FASEX vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 11 | -14.74% | May 15, 2009 | FASEX vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 47 | -4.35% | Dec 29, 2008 | FASEX vs NELIX | |
| Nuveen Real Estate Securities Fund | REIT | 13 | 2.69% | Jun 30, 1995 | FASEX vs FARCX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 90 | -1.95% | Dec 18, 2006 | FASEX vs NPSRX |
Often Compared With FASEX
What investors most often compare with FASEX, based on PortfoliosLab usage data.
Compare FASEX with Any Fund or Stock
Compare FASEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.