Gabelli Value 25 Fund (GABVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to GABVX
GABVX charges 1.43% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among GABVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | GABVX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | GABVX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | GABVX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | GABVX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | GABVX vs VEMPX |
Best Risk-Adjusted Alternatives to GABVX
Among mutual funds in the Mid Cap Blend 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | GABVX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | GABVX vs PFSLX | |
| Tarkio Fund | 75 | Jun 28, 2011 | GABVX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | GABVX vs BIGTX | |
| Gotham Enhanced Return Fund | 70 | May 31, 2013 | GABVX vs GENIX |
Top Performing GABVX Alternatives (YTD)
GABVX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | GABVX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | GABVX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | GABVX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | GABVX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | GABVX vs FTSIX |
Lowest Volatility Alternatives to GABVX
GABVX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | GABVX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | GABVX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | GABVX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | GABVX vs TLVAX | |
| Gabelli Focused Growth and Income Fund | 16.10% | Dec 31, 2002 | GABVX vs GWSAX |
Lowest Drawdown Alternatives to GABVX
GABVX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | GABVX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | GABVX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | GABVX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | GABVX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | GABVX vs KMVAX |
Other Mutual Funds from Gabelli
Most popular Gabelli mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Gabelli Gold Fund | Precious Metals | 93 | -0.94% | Jul 10, 1994 | GABVX vs GOLDX | |
| Gabelli Equity Income Fund | Large Cap Blend Equities | 6 | -1.84% | Jan 2, 1992 | GABVX vs GABEX | |
| Gabelli Asset Fund | Large Cap Blend Equities | 46 | -1.23% | Mar 3, 1986 | GABVX vs GABAX | |
| Gabelli Small Cap Growth Fund | Small Cap Blend Equities | 32 | -0.38% | Oct 22, 1991 | GABVX vs GABSX | |
| Gabelli Growth Fund | Large Cap Growth Equities | 22 | -13.39% | Apr 10, 1987 | GABVX vs GABGX | |
| Gabelli Dividend Growth Fund | Large Cap Value Equities | 58 | 0.00% | Aug 26, 1999 | GABVX vs GABBX | |
| Gabelli Utilities Fund | Utilities Equities | 76 | 8.05% | Aug 30, 1999 | GABVX vs GABUX | |
| Gabelli Global Content & Connectivity Fund | Communications Equities | 67 | -3.02% | Oct 31, 1993 | GABVX vs GABTX | |
| Gabelli Global Growth Fund | Global Equities | 15 | -10.61% | Feb 6, 1994 | GABVX vs GICPX | |
| Gabelli Enterprise Mergers and Acquisitions Fund | Event Driven | 86 | 2.42% | Feb 27, 2001 | GABVX vs EMAYX |
Often Compared With GABVX
What investors most often compare with GABVX, 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.