Gabelli Value 25 Fund (GABVX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with GABVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GABVX
GABVX charges 1.43% annually. There are 112 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | GABVX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | GABVX vs VMCIX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | GABVX vs VMCPX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | GABVX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | GABVX vs FSMAX |
Best Risk-Adjusted Alternatives to GABVX
GABVX has a PortfoliosLab risk / return rank of 70. There are 14 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | GABVX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | GABVX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | GABVX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | GABVX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | GABVX vs FZAMX |
Top Performing GABVX Alternatives (YTD)
GABVX is at 8.95% YTD. There are 112 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | GABVX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | GABVX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | GABVX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | GABVX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | GABVX vs FZAMX |
Lowest Volatility Alternatives to GABVX
GABVX has 12.60% 1-year volatility. There are 6 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | GABVX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | GABVX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | GABVX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | GABVX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | GABVX vs RSINX |
Lowest Drawdown Alternatives to GABVX
GABVX has a 1-year max drawdown of -9.10%. There are 55 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | GABVX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | GABVX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | GABVX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | GABVX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | GABVX vs DNLDX |
Other Mutual Funds from Gabelli
The 10 most viewed Gabelli mutual funds shown here include GOLDX, GABEX, GABSX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Gabelli Gold Fund | Gold, Precious Metals | 27 | -11.14% | — | Jul 1994 | GABVX vs GOLDX | |
| Gabelli Equity Income Fund | Large Cap Blend Equities | 6 | 9.84% | — | Jan 1992 | GABVX vs GABEX | |
| Gabelli Small Cap Growth Fund | Small Cap Blend Equities | 26 | 12.73% | — | Oct 1991 | GABVX vs GABSX | |
| Gabelli Utilities Fund | Utilities Equities | 40 | 9.52% | — | Aug 1999 | GABVX vs GABUX | |
| Gabelli Asset Fund | Large Cap Blend Equities | 36 | 9.36% | — | Mar 1986 | GABVX vs GABAX | |
| Gabelli Growth Fund | Large Cap Growth Equities | 12 | 4.16% | — | Apr 1987 | GABVX vs GABGX | |
| Gabelli Global Content & Connectivity Fund | Communications Equities | 69 | 14.61% | — | Oct 1993 | GABVX vs GABTX | |
| Gabelli Dividend Growth Fund | Large Cap Value Equities | 43 | 8.89% | — | Aug 1999 | GABVX vs GABBX | |
| Gabelli Global Growth Fund | Global Equities | 13 | 4.73% | — | Feb 1994 | GABVX vs GICPX | |
| Gabelli Enterprise Mergers and Acquisitions Fund | Event Driven | 74 | 7.89% | — | Feb 2001 | GABVX vs EMAYX |
Often Compared With GABVX
Investors most often compare GABVX with SPY, FNKFX, WOOPX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare GABVX with Any Fund or Stock
Compare GABVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GABVX with funds that move differently
Gabelli Value 25 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GABVX.
Explore GABVX Diversifiers