Lyrical U.S. Value Equity Fund (LYRIX) 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 LYRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LYRIX
LYRIX charges 1.01% annually. There are 70 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 | LYRIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | LYRIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | LYRIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | LYRIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | LYRIX vs VMVIX |
Best Risk-Adjusted Alternatives to LYRIX
LYRIX has a PortfoliosLab risk / return rank of 28. There are 93 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 89 | — | Mar 2002 | LYRIX vs HAMVX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 88 | — | Nov 2001 | LYRIX vs SMVTX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | LYRIX vs NAMAX | |
| Delaware Opportunity Fund | 85 | — | Aug 1992 | LYRIX vs FIUSX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 84 | — | Aug 1998 | LYRIX vs NCBVX |
Top Performing LYRIX Alternatives (YTD)
LYRIX is at 14.38% YTD. There are 50 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 26.00% | — | Dec 1983 | LYRIX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 25.97% | — | Jul 1995 | LYRIX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 25.80% | — | Sep 1996 | LYRIX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 25.65% | — | Aug 1986 | LYRIX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.33% | — | Aug 2001 | LYRIX vs FVCSX |
Lowest Volatility Alternatives to LYRIX
LYRIX has 16.87% 1-year volatility. There are 98 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.56% | 36.60B | Sep 2011 | LYRIX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.57% | — | Aug 2006 | LYRIX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.82% | — | Dec 2013 | LYRIX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.94% | 5.65B | Mar 2004 | LYRIX vs ACMVX | |
| Victory RS Value Fund | 11.94% | — | Jun 1993 | LYRIX vs RSVAX |
Lowest Drawdown Alternatives to LYRIX
LYRIX has a 1-year max drawdown of -12.20%. There are 108 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 | LYRIX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | LYRIX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | LYRIX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | LYRIX vs HAMVX | |
| Frank Value Fund | -6.95% | — | Jul 2004 | LYRIX vs FRNKX |
Other Mutual Funds from Lyrical
The 1 most viewed Lyrical mutual funds shown here include LYRNX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Lyrical International Value Equity Fund | Foreign Large Cap Equities | 20 | 9.67% | — | Mar 2020 | LYRIX vs LYRNX |
Often Compared With LYRIX
Investors most often compare LYRIX with ARFFX, VVOAX, VVOIX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ariel Focus Fund | Mid Cap Value Equities | 75 | 9.77% | — | Jun 2005 | LYRIX vs ARFFX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 80 | 21.83% | — | Jun 2001 | LYRIX vs VVOAX | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 81 | 21.99% | — | Mar 2005 | LYRIX vs VVOIX | |
| Principal MidCap Value Fund I | Mid Cap Value Equities | 49 | 14.38% | — | Dec 2003 | LYRIX vs PVMIX | |
| Invesco V.I. American Value Fund | Mid Cap Value Equities | 82 | 22.31% | — | Jan 1997 | LYRIX vs UMCVX | |
| Nuveen Multi Cap Value Fund | Mid Cap Value Equities | 83 | 15.60% | — | Nov 1997 | LYRIX vs NQVRX | |
| RBB Free Market U.S. Equity Fund | Mid Cap Value Equities | 84 | 19.29% | — | Dec 2007 | LYRIX vs FMUEX | |
| American Century Mid Cap Value Fund A Class | Mid Cap Value Equities | 35 | 11.74% | — | Mar 2004 | LYRIX vs ACLAX |
Compare LYRIX with Any Fund or Stock
Compare LYRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LYRIX with funds that move differently
Lyrical U.S. Value Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LYRIX.
Explore LYRIX Diversifiers