Monongahela All Cap Value Fund (MCMVX) 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 MCMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MCMVX
MCMVX 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 | MCMVX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | MCMVX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | MCMVX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | MCMVX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | MCMVX vs VMVIX |
Best Risk-Adjusted Alternatives to MCMVX
MCMVX has a PortfoliosLab risk / return rank of 62. There are 41 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 92 | — | Nov 2001 | MCMVX vs SMVTX | |
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | MCMVX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | MCMVX vs NAMAX | |
| Delaware Opportunity Fund | 87 | — | Aug 1992 | MCMVX vs FIUSX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 85 | — | Aug 1998 | MCMVX vs NCBVX |
Top Performing MCMVX Alternatives (YTD)
MCMVX is at 16.74% YTD. There are 35 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 25.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 25.14% | — | Nov 2001 | MCMVX vs SMVTX | |
| Invesco V.I. American Value Fund | 24.46% | — | Jan 1997 | MCMVX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.28% | — | Mar 2005 | MCMVX vs VVOIX | |
| Fidelity Value Strategies Fund | 24.18% | — | Dec 1983 | MCMVX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 24.15% | — | Jul 1995 | MCMVX vs FASOX |
Lowest Volatility Alternatives to MCMVX
MCMVX has 14.70% 1-year volatility. There are 62 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.64% | 36.60B | Sep 2011 | MCMVX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.65% | — | Aug 2006 | MCMVX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.66% | — | Dec 2013 | MCMVX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.98% | 5.65B | Mar 2004 | MCMVX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 12.00% | — | Mar 2004 | MCMVX vs ACLAX |
Lowest Drawdown Alternatives to MCMVX
MCMVX has a 1-year max drawdown of -8.56%. There are 36 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 | MCMVX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | MCMVX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | MCMVX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | MCMVX vs HAMVX | |
| Frank Value Fund | -6.95% | — | Jul 2004 | MCMVX vs FRNKX |
Often Compared With MCMVX
Investors most often compare MCMVX with VLIFX, ARFFX, FVCSX. These 15 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare MCMVX with Any Fund or Stock
Compare MCMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MCMVX with funds that move differently
Monongahela All Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MCMVX.
Explore MCMVX Diversifiers