Fuller & Thaler Behavioral Mid-Cap Value Fund (FTVNX) Alternatives
Fuller & Thaler Behavioral Mid-Cap Value Fund (FTVNX) 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 FTVNX. 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 FTVNX
FTVNX charges 1.31% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among FTVNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | FTVNX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | FTVNX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | FTVNX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | FTVNX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | FTVNX vs VMVIX |
Best Risk-Adjusted Alternatives to FTVNX
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 | FTVNX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | FTVNX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | FTVNX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | FTVNX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | FTVNX vs VVOAX |
Top Performing FTVNX Alternatives (YTD)
FTVNX 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 | FTVNX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | FTVNX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | FTVNX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | FTVNX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | FTVNX vs HWMIX |
Lowest Volatility Alternatives to FTVNX
FTVNX 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 | FTVNX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | FTVNX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | FTVNX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | FTVNX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | FTVNX vs RSVAX |
Lowest Drawdown Alternatives to FTVNX
FTVNX 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 | FTVNX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | FTVNX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | FTVNX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | FTVNX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | FTVNX vs CISMX |
Other Mutual Funds from Fuller & Thaler Asset Mgmt
Most popular Fuller & Thaler Asset Mgmt mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fuller & Thaler Behavioral Small-Cap Equity Fund | Small Cap Blend Equities | 52 | -1.81% | Sep 8, 2011 | FTVNX vs FTHNX | |
| Fuller & Thaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 51 | -3.39% | Dec 21, 2017 | FTVNX vs FTXNX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | Large Cap Blend Equities | 81 | 1.20% | Dec 26, 2018 | FTVNX vs FTZIX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | Mid Cap Blend Equities | 39 | 3.61% | Dec 26, 2018 | FTVNX vs FTSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | Small Cap Blend Equities | 24 | -3.53% | Dec 28, 2018 | FTVNX vs FTMSX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | Small Cap Blend Equities | 52 | -1.76% | Sep 8, 2011 | FTVNX vs FTHSX | |
| FullerThaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 49 | -3.31% | Dec 21, 2017 | FTVNX vs FTXSX |
Often Compared With FTVNX
What investors most often compare with FTVNX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Mid-Cap ETF | Mid Cap Growth Equities | 46 | -0.68% | Jan 26, 2004 | FTVNX vs VO | |
| Virtus KAR Small-Mid Cap Core Fund | Mid Cap Growth Equities | 1 | -8.94% | Mar 7, 2018 | FTVNX vs VKSIX | |
| Columbia Select Mid Cap Value Fund | Mid Cap Value Equities | 69 | 4.45% | Nov 20, 2001 | FTVNX vs NAMAX | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 75 | 3.31% | Mar 23, 2005 | FTVNX vs VVOIX | |
| Clarkston Founders Fund | Mid Cap Value Equities | 6 | -6.99% | Jan 31, 2017 | FTVNX vs CIMDX |
Compare FTVNX with Any Fund or Stock
Compare FTVNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.