Monongahela All Cap Value Fund (MCMVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MCMVX
MCMVX charges 0.85% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among MCMVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | MCMVX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | MCMVX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | MCMVX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | MCMVX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | MCMVX vs VMVIX |
Best Risk-Adjusted Alternatives to MCMVX
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 | MCMVX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | MCMVX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | MCMVX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | MCMVX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | MCMVX vs VVOAX |
Top Performing MCMVX Alternatives (YTD)
MCMVX 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 | MCMVX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | MCMVX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | MCMVX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | MCMVX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | MCMVX vs HWMIX |
Lowest Volatility Alternatives to MCMVX
MCMVX 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 | MCMVX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | MCMVX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | MCMVX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | MCMVX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | MCMVX vs RSVAX |
Lowest Drawdown Alternatives to MCMVX
MCMVX 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 | MCMVX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | MCMVX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | MCMVX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | MCMVX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | MCMVX vs CISMX |
Often Compared With MCMVX
What investors most often compare with MCMVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Value Line Mid Cap Focused Fund | Mid Cap Growth Equities | 2 | -7.91% | Mar 1, 1950 | MCMVX vs VLIFX |
Compare MCMVX with Any Fund or Stock
Compare MCMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.