RBB Free Market U.S. Equity Fund (FMUEX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FMUEX
FMUEX charges 0.78% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among FMUEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | FMUEX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | FMUEX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | FMUEX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | FMUEX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | FMUEX vs VMVIX |
Best Risk-Adjusted Alternatives to FMUEX
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 | FMUEX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | FMUEX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | FMUEX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | FMUEX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | FMUEX vs VVOAX |
Top Performing FMUEX Alternatives (YTD)
FMUEX 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 | FMUEX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | FMUEX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | FMUEX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | FMUEX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | FMUEX vs HWMIX |
Lowest Volatility Alternatives to FMUEX
FMUEX 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 | FMUEX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | FMUEX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | FMUEX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | FMUEX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | FMUEX vs RSVAX |
Lowest Drawdown Alternatives to FMUEX
FMUEX 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 | FMUEX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | FMUEX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | FMUEX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | FMUEX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | FMUEX vs CISMX |
Other Mutual Funds from RBB Funds
Most popular RBB Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| RBB Free Market International Equity Fund | Foreign Small & Mid Cap Equities | 91 | 0.71% | Dec 30, 2007 | FMUEX vs FMNEX | |
| RBB Free Market Fixed Income Fund | Short-Term Bond | 95 | 0.20% | Dec 31, 2007 | FMUEX vs FMFIX |
Often Compared With FMUEX
What investors most often compare with FMUEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | FMUEX vs SPY | |
| Dow Inc. | 59 | 80.25% | — | FMUEX vs DOW | ||
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 65 | -4.01% | Jun 27, 2016 | FMUEX vs VTI | |
| Vanguard Mid-Cap Value ETF | Mid Cap Value Equities | 65 | 4.46% | Aug 17, 2006 | FMUEX vs VOE | |
| S&P 500 Index | 74 | -4.63% | — | FMUEX vs ^GSPC | ||
| Northern Income Equity Fund | Large Cap Value Equities | 50 | -4.59% | Mar 31, 1994 | FMUEX vs NOIEX | |
| Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 46 | -10.59% | Dec 11, 2009 | FMUEX vs SCHG | |
| Clarkston Founders Fund | Mid Cap Value Equities | 6 | -6.99% | Jan 31, 2017 | FMUEX vs CIMDX | |
| Columbia Select Mid Cap Value Fund | Mid Cap Value Equities | 69 | 4.45% | Nov 20, 2001 | FMUEX vs NAMAX | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 75 | 3.31% | Mar 23, 2005 | FMUEX vs VVOIX |
Compare FMUEX with Any Fund or Stock
Compare FMUEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.