GoodHaven Fund (GOODX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to GOODX
GOODX charges 1.10% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among GOODX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | GOODX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | GOODX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | GOODX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | GOODX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | GOODX vs VMVIX |
Best Risk-Adjusted Alternatives to GOODX
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 | GOODX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | GOODX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | GOODX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | GOODX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | GOODX vs VVOAX |
Top Performing GOODX Alternatives (YTD)
GOODX 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 | GOODX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | GOODX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | GOODX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | GOODX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | GOODX vs HWMIX |
Lowest Volatility Alternatives to GOODX
GOODX 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 | GOODX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | GOODX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | GOODX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | GOODX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | GOODX vs RSVAX |
Lowest Drawdown Alternatives to GOODX
GOODX 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 | GOODX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | GOODX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | GOODX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | GOODX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | GOODX vs CISMX |
Often Compared With GOODX
What investors most often compare with GOODX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | Target Retirement Date, Diversified Portfolio | 70 | -3.63% | Oct 27, 2003 | GOODX vs VTIVX | |
| Financial Select Sector SPDR Fund | Financials Equities | 14 | -9.40% | Dec 16, 1998 | GOODX vs XLF | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | GOODX vs SPY | |
| Relative Sentiment Tactical Allocation ETF | Tactical Allocation | 93 | 6.71% | May 18, 2022 | GOODX vs MOOD |
Compare GOODX with Any Fund or Stock
Compare GOODX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.