RBB Free Market U.S. Equity Fund (FMUEX) 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 FMUEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FMUEX
FMUEX charges 0.78% annually. There are 34 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 | FMUEX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | FMUEX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | FMUEX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | FMUEX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | FMUEX vs VMVIX |
Best Risk-Adjusted Alternatives to FMUEX
FMUEX has a PortfoliosLab risk / return rank of 85. There are 6 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 92 | — | Nov 2001 | FMUEX vs SMVTX | |
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | FMUEX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | FMUEX vs NAMAX | |
| Delaware Opportunity Fund | 87 | — | Aug 1992 | FMUEX vs FIUSX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 85 | — | Aug 1998 | FMUEX vs NCBVX |
Top Performing FMUEX Alternatives (YTD)
FMUEX is at 18.38% YTD. There are 27 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 25.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 25.14% | — | Nov 2001 | FMUEX vs SMVTX | |
| Invesco V.I. American Value Fund | 24.46% | — | Jan 1997 | FMUEX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.28% | — | Mar 2005 | FMUEX vs VVOIX | |
| Fidelity Value Strategies Fund | 24.18% | — | Dec 1983 | FMUEX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 24.15% | — | Jul 1995 | FMUEX vs FASOX |
Lowest Volatility Alternatives to FMUEX
FMUEX has 14.49% 1-year volatility. There are 57 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.64% | 36.60B | Sep 2011 | FMUEX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.65% | — | Aug 2006 | FMUEX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.66% | — | Dec 2013 | FMUEX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.98% | 5.65B | Mar 2004 | FMUEX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 12.00% | — | Mar 2004 | FMUEX vs ACLAX |
Lowest Drawdown Alternatives to FMUEX
FMUEX has a 1-year max drawdown of -7.61%. There are 22 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 | FMUEX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | FMUEX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | FMUEX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | FMUEX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | FMUEX vs VMVAX |
Other Mutual Funds from RBB Funds
The 2 most viewed RBB Funds mutual funds shown here include FMNEX, FMFIX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| RBB Free Market International Equity Fund | Foreign Small & Mid Cap Equities | 73 | 12.16% | — | Dec 2007 | FMUEX vs FMNEX | |
| RBB Free Market Fixed Income Fund | Short-Term Bond | 68 | 1.00% | — | Dec 2007 | FMUEX vs FMFIX |
Often Compared With FMUEX
Investors most often compare FMUEX with SPY, VTI, DOW. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FMUEX with Any Fund or Stock
Compare FMUEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FMUEX with funds that move differently
RBB Free Market U.S. Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FMUEX.
Explore FMUEX Diversifiers