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 a closer substitute for your current allocation.
Cheapest Alternatives to FTVNX
FTVNX charges 1.31% annually. There are 98 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 | FTVNX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | FTVNX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | FTVNX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | FTVNX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | FTVNX vs VMVIX |
Best Risk-Adjusted Alternatives to FTVNX
FTVNX has a PortfoliosLab risk / return rank of 4. There are 113 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 | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 92 | — | Mar 2002 | FTVNX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 89 | — | Nov 2001 | FTVNX vs NAMAX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 88 | — | Aug 1998 | FTVNX vs NCBVX | |
| Delaware Opportunity Fund | 86 | — | Aug 1992 | FTVNX vs FIUSX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | — | Nov 2001 | FTVNX vs SMVTX |
Top Performing FTVNX Alternatives (YTD)
FTVNX is at 7.22% YTD. There are 105 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 26.40% | — | Dec 1983 | FTVNX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 26.38% | — | Jul 1995 | FTVNX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 26.21% | — | Sep 1996 | FTVNX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 26.04% | — | Aug 1986 | FTVNX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.70% | — | Aug 2001 | FTVNX vs FVCSX |
Lowest Volatility Alternatives to FTVNX
FTVNX has 16.77% 1-year volatility. There are 97 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.52% | 36.60B | Sep 2011 | FTVNX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.52% | — | Aug 2006 | FTVNX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.81% | — | Dec 2013 | FTVNX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.83% | 5.65B | Mar 2004 | FTVNX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.85% | — | Mar 2004 | FTVNX vs ACLAX |
Lowest Drawdown Alternatives to FTVNX
FTVNX has a 1-year max drawdown of -14.52%. There are 113 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 | FTVNX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | FTVNX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | FTVNX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | FTVNX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | FTVNX vs VMVAX |
Other Mutual Funds from Fuller & Thaler Asset Mgmt
The 7 most viewed Fuller & Thaler Asset Mgmt mutual funds shown here include FTHNX, FTXNX, FTZIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fuller & Thaler Behavioral Small-Cap Equity Fund | Small Cap Blend Equities | 58 | 14.24% | — | Sep 2011 | FTVNX vs FTHNX | |
| Fuller & Thaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 77 | 30.12% | — | Dec 2017 | FTVNX vs FTXNX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | Large Cap Blend Equities | 87 | 21.47% | — | Dec 2018 | FTVNX vs FTZIX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | Mid Cap Blend Equities | 61 | 17.29% | — | Dec 2018 | FTVNX vs FTSIX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | Small Cap Blend Equities | 60 | 14.41% | — | Sep 2011 | FTVNX vs FTHSX | |
| FullerThaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 77 | 30.31% | — | Dec 2017 | FTVNX vs FTXSX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | Small Cap Blend Equities | 45 | 28.99% | — | Dec 2018 | FTVNX vs FTMSX |
Often Compared With FTVNX
Investors most often compare FTVNX with VO, VKSIX, JMVYX. These 19 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FTVNX with Any Fund or Stock
Compare FTVNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTVNX with funds that move differently
Fuller & Thaler Behavioral Mid-Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTVNX.
Explore FTVNX Diversifiers