FMI Common Stock Fund Institutional Class (FMIUX) belongs to the Small 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 FMIUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FMIUX
FMIUX charges 0.84% annually. There are 30 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | FMIUX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | FMIUX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 64.90B | Sep 2011 | FMIUX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | FMIUX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | FMIUX vs VSMVX |
Best Risk-Adjusted Alternatives to FMIUX
FMIUX has a PortfoliosLab risk / return rank of 10. There are 123 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 94 | — | May 1998 | FMIUX vs AVALX | |
| Invesco Small Cap Value Fund | 89 | — | Jun 1999 | FMIUX vs VSCAX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | FMIUX vs MMEYX | |
| Transamerica Small Cap Value | 86 | — | Jan 2003 | FMIUX vs TSLTX | |
| Walthausen Small Cap Value Fund | 84 | — | Feb 2008 | FMIUX vs WSCVX |
Top Performing FMIUX Alternatives (YTD)
FMIUX is at 9.04% YTD. There are 115 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 31.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 31.33% | — | Jun 1999 | FMIUX vs VSCAX | |
| Victory Integrity Discovery Fund | 30.40% | — | Dec 1996 | FMIUX vs MMEYX | |
| Royce Opportunity Fund | 29.63% | — | Nov 1996 | FMIUX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 25.67% | — | Apr 2021 | FMIUX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 25.02% | — | Jun 2002 | FMIUX vs QRSVX |
Lowest Volatility Alternatives to FMIUX
FMIUX has 17.16% 1-year volatility. There are 51 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 1.07%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 1.07% | — | Sep 2017 | FMIUX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | FMIUX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.23% | — | Apr 1997 | FMIUX vs TASCX | |
| VELA Small Cap Fund | 14.38% | — | Sep 2020 | FMIUX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.38% | — | Mar 2007 | FMIUX vs ARSMX |
Lowest Drawdown Alternatives to FMIUX
FMIUX has a 1-year max drawdown of -13.78%. There are 119 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | FMIUX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | FMIUX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | FMIUX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | FMIUX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | FMIUX vs TSLTX |
Often Compared With FMIUX
Investors most often compare FMIUX with HRTVX, BSCMX, RYSEX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Heartland Value Fund | Small Cap Value Equities | 79 | 20.07% | — | Dec 1984 | FMIUX vs HRTVX | |
| Brandes Small Cap Value Fund | Small Cap Value Equities | 77 | 15.67% | — | Jan 2018 | FMIUX vs BSCMX | |
| Royce Special Equity Fund | Small Cap Value Equities | 75 | 19.46% | — | May 1998 | FMIUX vs RYSEX | |
| North Star Dividend Fund | Small Cap Value Equities | 28 | 15.13% | — | May 2013 | FMIUX vs NSDVX | |
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 66 | 21.10% | — | Apr 1997 | FMIUX vs SSCVX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 79 | 20.12% | — | Jul 1997 | FMIUX vs BRSIX |
Compare FMIUX with Any Fund or Stock
Compare FMIUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FMIUX with funds that move differently
FMI Common Stock Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FMIUX.
Explore FMIUX Diversifiers