GoodHaven Fund (GOODX) 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 GOODX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GOODX
GOODX charges 1.10% annually. There are 75 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 | GOODX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 37.20B | Sep 2011 | GOODX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | GOODX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | GOODX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | GOODX vs VMVIX |
Best Risk-Adjusted Alternatives to GOODX
GOODX has a PortfoliosLab risk / return rank of 7. There are 113 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund Retirement Class | 97 | — | Mar 2016 | GOODX vs HNMVX | |
| Harbor Mid Cap Value Fund | 96 | — | Mar 2002 | GOODX vs HAMVX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 94 | — | Aug 1998 | GOODX vs NCBVX | |
| Columbia Select Mid Cap Value Fund | 92 | — | Nov 2001 | GOODX vs NAMAX | |
| Fidelity Advisor Value Strategies Fund Class I | 91 | — | Jul 1995 | GOODX vs FASOX |
Top Performing GOODX Alternatives (YTD)
GOODX is at -0.14% YTD. There are 114 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 29.05%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 29.05% | — | Dec 1983 | GOODX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 29.02% | — | Jul 1995 | GOODX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 28.83% | — | Sep 1996 | GOODX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 28.64% | — | Aug 1986 | GOODX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 28.24% | — | Aug 2001 | GOODX vs FVCSX |
Lowest Volatility Alternatives to GOODX
GOODX has 12.72% 1-year volatility. There are 21 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.39% | 37.20B | Sep 2011 | GOODX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.39% | — | Aug 2006 | GOODX vs VMVIX | |
| Principal MidCap Value Fund I | 11.80% | — | Dec 2003 | GOODX vs PVMIX | |
| American Century Mid Cap Value Fund A Class | 11.82% | — | Mar 2004 | GOODX vs ACLAX | |
| American Century Mid Cap Value Fund | 11.82% | 5.65B | Mar 2004 | GOODX vs ACMVX |
Lowest Drawdown Alternatives to GOODX
GOODX has a 1-year max drawdown of -10.71%. There are 101 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 | GOODX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | GOODX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | GOODX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | GOODX vs HAMVX | |
| Harbor Mid Cap Value Fund Retirement Class | -6.84% | — | Mar 2016 | GOODX vs HNMVX |
Often Compared With GOODX
Investors most often compare GOODX with VTIVX, SPY, XLF. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare GOODX with Any Fund or Stock
Compare GOODX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GOODX with funds that move differently
GoodHaven Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GOODX.
Explore GOODX Diversifiers