Delaware Opportunity Fund (FIUSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FIUSX
FIUSX charges 1.15% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among FIUSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | FIUSX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | FIUSX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | FIUSX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | FIUSX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | FIUSX vs VMVIX |
Best Risk-Adjusted Alternatives to FIUSX
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 | FIUSX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | FIUSX vs SMVTX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | FIUSX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | FIUSX vs VVOAX | |
| Invesco Value Opportunities Fund Class Y | 75 | Mar 23, 2005 | FIUSX vs VVOIX |
Top Performing FIUSX Alternatives (YTD)
FIUSX 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 | FIUSX vs SMVTX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | FIUSX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | FIUSX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | FIUSX vs HWMIX | |
| HW Opportunities MP Fund | 5.07% | Jan 27, 2021 | FIUSX vs HOMPX |
Lowest Volatility Alternatives to FIUSX
FIUSX 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 | FIUSX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | FIUSX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | FIUSX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | FIUSX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | FIUSX vs RSVAX |
Lowest Drawdown Alternatives to FIUSX
FIUSX 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 | FIUSX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | FIUSX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | FIUSX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | FIUSX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | FIUSX vs CISMX |
Other Mutual Funds from Delaware Funds
Most popular Delaware Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Delaware Ivy Mid Cap Growth Fund | Mid Cap Growth Equities | 5 | -9.94% | Jun 30, 2000 | FIUSX vs WMGAX | |
| Delaware Ivy Large Cap Growth Fund | Large Cap Growth Equities | 5 | -15.30% | Jun 30, 2000 | FIUSX vs WLGAX | |
| Delaware Growth and Income Fund | Large Cap Value Equities | 88 | 2.54% | Oct 4, 1993 | FIUSX vs FGINX | |
| Delaware Small Cap Value Fund | Small Cap Value Equities | 41 | 3.11% | Jun 24, 1987 | FIUSX vs DEVLX | |
| Delaware Emerging Markets Fund | Emerging Markets Diversified | 97 | 13.36% | Jun 9, 1996 | FIUSX vs DEMIX | |
| Delaware Small Cap Core Fund | Small Cap Blend Equities | 18 | -3.22% | Dec 29, 1998 | FIUSX vs DCCIX | |
| Optimum Large Cap Growth Fund | Large Cap Growth Equities | 27 | -11.98% | Aug 1, 2003 | FIUSX vs OILGX | |
| Delaware Value Fund | Large Cap Value Equities | 38 | 1.00% | Sep 14, 1998 | FIUSX vs DDVIX | |
| Delaware Ivy Mid Cap Income Opportunities Fund | Mid Cap Value Equities | 20 | -1.41% | Oct 1, 2014 | FIUSX vs IVOIX | |
| Delaware Tax Free USA Fund | Municipal Bonds | 11 | -1.20% | Jan 10, 1984 | FIUSX vs DMTFX |
Often Compared With FIUSX
What investors most often compare with FIUSX, 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.