VY American Century Small-Mid Cap Value Portfolio (IACIX) 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 IACIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IACIX
IACIX charges 0.85% annually. There are 40 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 | IACIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | IACIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | IACIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | IACIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | IACIX vs VMVIX |
Best Risk-Adjusted Alternatives to IACIX
IACIX has a PortfoliosLab risk / return rank of 43. There are 55 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 91 | — | Mar 2002 | IACIX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | IACIX vs NAMAX | |
| Delaware Opportunity Fund | 86 | — | Aug 1992 | IACIX vs FIUSX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 86 | — | Nov 2001 | IACIX vs SMVTX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 86 | — | Aug 1998 | IACIX vs NCBVX |
Top Performing IACIX Alternatives (YTD)
IACIX is at 14.50% YTD. There are 49 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 25.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 25.93% | — | Dec 1983 | IACIX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 25.89% | — | Jul 1995 | IACIX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 25.73% | — | Sep 1996 | IACIX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 25.56% | — | Aug 1986 | IACIX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.23% | — | Aug 2001 | IACIX vs FVCSX |
Lowest Volatility Alternatives to IACIX
IACIX has 13.27% 1-year volatility. There are 31 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 | IACIX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.53% | — | Aug 2006 | IACIX vs VMVIX | |
| American Century Mid Cap Value Fund | 11.83% | 5.65B | Mar 2004 | IACIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.86% | — | Mar 2004 | IACIX vs ACLAX | |
| American Century Mid Cap Value R6 | 11.88% | — | Jul 2013 | IACIX vs AMDVX |
Lowest Drawdown Alternatives to IACIX
IACIX has a 1-year max drawdown of -8.85%. There are 43 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 | IACIX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | IACIX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | IACIX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | IACIX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | IACIX vs VMVAX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IRLNX, IEDAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 68 | 23.42% | — | Nov 1935 | IACIX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 22 | 4.94% | — | May 2009 | IACIX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 45 | 11.16% | — | Dec 2007 | IACIX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 14 | 0.21% | — | Dec 1998 | IACIX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 39 | 1.19% | — | Sep 2015 | IACIX vs ATLAX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 60 | 9.79% | — | Mar 2008 | IACIX vs IIRLX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 58 | 9.76% | — | Jan 2006 | IACIX vs IFTIX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IACIX vs IMCDX | |
| Voya High Yield Portfolio | High Yield Bonds | 47 | 1.40% | — | May 2004 | IACIX vs IPHYX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 94 | 17.94% | — | May 2009 | IACIX vs IRVIX |
Often Compared With IACIX
Investors most often compare IACIX with NQVRX, UMCVX, PVMIX. These 13 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare IACIX with Any Fund or Stock
Compare IACIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IACIX with funds that move differently
VY American Century Small-Mid Cap Value Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IACIX.
Explore IACIX Diversifiers