Mutual of America Mid-Cap Equity Index Fund (MAMEX) 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 MAMEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MAMEX
MAMEX charges 0.16% annually. There are 14 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | MAMEX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | MAMEX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | MAMEX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | MAMEX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | MAMEX vs VEMPX |
Best Risk-Adjusted Alternatives to MAMEX
MAMEX has a PortfoliosLab risk / return rank of 49. There are 45 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | MAMEX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | MAMEX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | MAMEX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | MAMEX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | MAMEX vs FZAMX |
Top Performing MAMEX Alternatives (YTD)
MAMEX is at 15.04% YTD. There are 67 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | MAMEX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | MAMEX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | MAMEX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | MAMEX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | MAMEX vs FZAMX |
Lowest Volatility Alternatives to MAMEX
MAMEX has 16.37% 1-year volatility. There are 71 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | MAMEX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | MAMEX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | MAMEX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | MAMEX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | MAMEX vs RSINX |
Lowest Drawdown Alternatives to MAMEX
MAMEX has a 1-year max drawdown of -8.84%. There are 41 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | MAMEX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | MAMEX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | MAMEX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | MAMEX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | MAMEX vs DNLDX |
Other Mutual Funds from Mutual of America
The 10 most viewed Mutual of America mutual funds shown here include MACAX, MAIFX, MURNX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Mutual of America Conservative Allocation Fund | Diversified Portfolio | 70 | 4.79% | — | Nov 2021 | MAMEX vs MACAX | |
| Mutual of America International Fund | Foreign Large Cap Equities | 42 | 9.54% | — | Nov 2021 | MAMEX vs MAIFX | |
| Mutual of America Investment Corporation - 2050 Re... | Target Retirement Date | 68 | 10.36% | — | Nov 2021 | MAMEX vs MURNX | |
| Mutual of America Composite Fund | Diversified Portfolio | 85 | 7.52% | — | Nov 2021 | MAMEX vs MACHX | |
| Mutual of America Small Cap Growth Fund | Small Cap Growth Equities | 67 | 20.54% | — | Nov 2021 | MAMEX vs MAGKX | |
| Mutual of America 2055 Retirement Fund | Target Retirement Date | 68 | 10.75% | — | Nov 2021 | MAMEX vs MUROX | |
| Mutual of America All America Fund | Large Cap Blend Equities | 67 | 12.64% | — | Nov 2021 | MAMEX vs MAAKX | |
| Mutual of America 2040 Retirement Fund | Target Retirement Date | 66 | 8.87% | — | Nov 2021 | MAMEX vs MURLX | |
| Mutual of America 2045 Retirement Fund | Target Retirement Date | 69 | 9.97% | — | Nov 2021 | MAMEX vs MURMX | |
| Mutual of America Bond Fund | Intermediate Core Bond | 24 | -0.11% | — | Nov 2021 | MAMEX vs MABDX |
Often Compared With MAMEX
Investors most often compare MAMEX with MARMX, MAVKX, MAMOX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare MAMEX with Any Fund or Stock
Compare MAMEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MAMEX with funds that move differently
Mutual of America Mid-Cap Equity Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MAMEX.
Explore MAMEX Diversifiers