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% | 67.80B | 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 22. There are 121 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | FMIUX vs MMEYX | |
| Third Avenue Small Cap Value Fund | 94 | — | Apr 1997 | FMIUX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | FMIUX vs AVALX | |
| Royce Special Equity Fund | 94 | — | May 1998 | FMIUX vs RYSEX | |
| PGIM Quant Solutions Small-Cap Value Fund | 93 | — | Jan 1993 | FMIUX vs TASVX |
Top Performing FMIUX Alternatives (YTD)
FMIUX is at 18.62% YTD. There are 85 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.52% | — | Dec 1996 | FMIUX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 28.15% | — | Dec 2000 | FMIUX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.91% | — | Dec 2000 | FMIUX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 27.34% | — | Apr 1997 | FMIUX vs SSCVX | |
| Royce Special Equity Fund | 27.23% | — | May 1998 | FMIUX vs RYSEX |
Lowest Volatility Alternatives to FMIUX
FMIUX has 17.60% 1-year volatility. There are 72 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.52% | — | Apr 2019 | FMIUX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.05% | — | Apr 1997 | FMIUX vs TASCX | |
| VELA Small Cap Fund | 14.28% | — | Sep 2020 | FMIUX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | FMIUX vs ARSMX | |
| Pear Tree Polaris Small Cap Fund | 14.43% | — | Aug 1992 | FMIUX vs USBNX |
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 |
Other Mutual Funds from FMI
The 4 most viewed FMI mutual funds shown here include FMIJX, FMIMX, FMIHX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| FMI International Fund | Foreign Large Cap Equities | 27 | 11.34% | — | Dec 2010 | FMIUX vs FMIJX | |
| FMI Common Stock Fund | Mid Cap Blend Equities | 25 | 18.51% | — | Dec 1981 | FMIUX vs FMIMX | |
| FMI Large Cap Fund | Large Cap Blend Equities | 13 | 7.43% | — | Dec 2001 | FMIUX vs FMIHX | |
| FMI International Fund Class I | Foreign Large Cap Equities | 25 | 11.41% | — | Dec 2010 | FMIUX vs FMIYX |
Often Compared With FMIUX
Investors most often compare FMIUX with HRTVX, BSCMX, RYPNX. These 15 comparison targets span 1 categories, based on PortfoliosLab usage data.
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