Frank Value Fund (FRNKX) 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 FRNKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FRNKX
FRNKX charges 1.37% annually. There are 100 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 | FRNKX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | FRNKX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | FRNKX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | FRNKX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | FRNKX vs VMVIX |
Best Risk-Adjusted Alternatives to FRNKX
FRNKX has a PortfoliosLab risk / return rank of 33. There are 75 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 90 | — | Mar 2002 | FRNKX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | FRNKX vs NAMAX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 86 | — | Aug 1998 | FRNKX vs NCBVX | |
| Delaware Opportunity Fund | 85 | — | Aug 1992 | FRNKX vs FIUSX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 85 | — | Nov 2001 | FRNKX vs SMVTX |
Top Performing FRNKX Alternatives (YTD)
FRNKX is at 14.34% YTD. There are 55 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 26.44% | — | Dec 1983 | FRNKX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 26.40% | — | Jul 1995 | FRNKX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 26.23% | — | Sep 1996 | FRNKX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 26.06% | — | Aug 1986 | FRNKX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.73% | — | Aug 2001 | FRNKX vs FVCSX |
Lowest Volatility Alternatives to FRNKX
FRNKX has 15.11% 1-year volatility. There are 72 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.53% | 36.60B | Sep 2011 | FRNKX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.54% | — | Aug 2006 | FRNKX vs VMVIX | |
| American Century Mid Cap Value Fund | 11.85% | 5.65B | Mar 2004 | FRNKX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.87% | — | Mar 2004 | FRNKX vs ACLAX | |
| Principal MidCap Value Fund I | 11.87% | — | Dec 2003 | FRNKX vs PVMIX |
Lowest Drawdown Alternatives to FRNKX
FRNKX has a 1-year max drawdown of -6.95%. There are 4 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 | FRNKX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | FRNKX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | FRNKX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | FRNKX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | FRNKX vs VMVAX |
Often Compared With FRNKX
Investors most often compare FRNKX with DHPAX, HOMPX, MVCKX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare FRNKX with Any Fund or Stock
Compare FRNKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FRNKX with funds that move differently
Frank Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FRNKX.
Explore FRNKX Diversifiers