Delaware Opportunity Fund (FIUSX) 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 FIUSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIUSX
FIUSX charges 1.15% annually. There are 82 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | FIUSX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | FIUSX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | FIUSX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | FIUSX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | FIUSX vs VMVIX |
Best Risk-Adjusted Alternatives to FIUSX
FIUSX has a PortfoliosLab risk / return rank of 85. There are 3 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 90 | — | Nov 2001 | FIUSX vs SMVTX | |
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | FIUSX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 85 | — | Nov 2001 | FIUSX vs NAMAX | |
| Nuveen Multi Cap Value Fund | 83 | — | Nov 1997 | FIUSX vs NQVRX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 83 | — | Aug 1998 | FIUSX vs NCBVX |
Top Performing FIUSX Alternatives (YTD)
FIUSX is at 19.42% YTD. There are 17 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 23.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 23.44% | — | Nov 2001 | FIUSX vs SMVTX | |
| Fidelity Value Strategies Fund | 22.74% | — | Dec 1983 | FIUSX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 22.71% | — | Jul 1995 | FIUSX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 22.57% | — | Sep 1996 | FIUSX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 22.42% | — | Aug 1986 | FIUSX vs FASPX |
Lowest Volatility Alternatives to FIUSX
FIUSX has 14.10% 1-year volatility. There are 50 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.62%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.62% | 36.60B | Sep 2011 | FIUSX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.62% | — | Aug 2006 | FIUSX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.68% | — | Dec 2013 | FIUSX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.97% | 5.65B | Mar 2004 | FIUSX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.99% | — | Mar 2004 | FIUSX vs ACLAX |
Lowest Drawdown Alternatives to FIUSX
FIUSX has a 1-year max drawdown of -6.75%. There are 2 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | FIUSX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | FIUSX vs GTTMX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | FIUSX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | FIUSX vs VMVAX | |
| Frank Value Fund | -6.95% | — | Jul 2004 | FIUSX vs FRNKX |
Other Mutual Funds from Delaware Funds
The 10 most viewed Delaware Funds mutual funds shown here include DEMIX, FGINX, WMGAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 97 | 125.98% | — | Jun 1996 | FIUSX vs DEMIX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 95 | 17.60% | — | Oct 1993 | FIUSX vs FGINX | |
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 4 | 1.71% | — | Jun 2000 | FIUSX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 5 | -3.84% | — | Jun 2000 | FIUSX vs WLGAX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 59 | 19.80% | — | Jun 1987 | FIUSX vs DEVLX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 50 | 18.09% | — | Dec 1998 | FIUSX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 19 | 3.05% | — | Aug 2003 | FIUSX vs OILGX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 45 | 2.51% | — | Jan 1984 | FIUSX vs DMTFX | |
| Delaware Value Fund | Large Cap Value Equities | 31 | 6.01% | — | Sep 1998 | FIUSX vs DDVIX | |
| Delaware National High-Yield Municipal Bond Fund | High Yield Muni | 30 | 2.29% | — | Sep 1986 | FIUSX vs CXHYX |
Often Compared With FIUSX
Investors most often compare FIUSX with SPMO, ARTQX, TIMVX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FIUSX with Any Fund or Stock
Compare FIUSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIUSX with funds that move differently
Delaware Opportunity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIUSX.
Explore FIUSX Diversifiers