MFS Value Fund (MEIAX) belongs to the Large 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 MEIAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MEIAX
MEIAX charges 0.80% annually. There are 168 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | MEIAX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | MEIAX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | MEIAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | MEIAX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | MEIAX vs VVIAX |
Best Risk-Adjusted Alternatives to MEIAX
MEIAX has a PortfoliosLab risk / return rank of 40. There are 255 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | MEIAX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | MEIAX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | MEIAX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | MEIAX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | MEIAX vs AVLVX |
Top Performing MEIAX Alternatives (YTD)
MEIAX is at 9.27% YTD. There are 249 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | MEIAX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | MEIAX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | MEIAX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | MEIAX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | MEIAX vs YAFFX |
Lowest Volatility Alternatives to MEIAX
MEIAX has 10.62% 1-year volatility. There are 97 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | MEIAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | MEIAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | MEIAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | MEIAX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | MEIAX vs TMMAX |
Lowest Drawdown Alternatives to MEIAX
MEIAX has a 1-year max drawdown of -6.78%. There are 92 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | MEIAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | MEIAX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | MEIAX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | MEIAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | MEIAX vs SVAIX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MEIIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 14 | 4.58% | — | Jan 1996 | MEIAX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 42 | 9.49% | — | May 2006 | MEIAX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 41 | 9.42% | — | Feb 1996 | MEIAX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 36 | 9.55% | — | Sep 2004 | MEIAX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 5 | -1.61% | — | Jan 1935 | MEIAX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 9 | 4.83% | — | Jun 2012 | MEIAX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 9 | 4.78% | — | Jul 1997 | MEIAX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 26 | 5.42% | — | — | MEIAX vs MINIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 36 | 8.81% | — | Jul 1924 | MEIAX vs MITTX | |
| MFS Total Return Fund | Diversified Portfolio | 38 | 4.86% | — | Oct 1970 | MEIAX vs MSFRX |
Often Compared With MEIAX
Investors most often compare MEIAX with ATFV, MUTHX, AMOM. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare MEIAX with Any Fund or Stock
Compare MEIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MEIAX with funds that move differently
MFS Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MEIAX.
Explore MEIAX Diversifiers