MFS Value Fund (MEIAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MEIAX
MEIAX charges 0.80% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among MEIAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | MEIAX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | MEIAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | MEIAX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | MEIAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | MEIAX vs TILVX |
Best Risk-Adjusted Alternatives to MEIAX
Among mutual funds in the Large 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 94 | Mar 2, 2016 | MEIAX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | MEIAX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | MEIAX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | MEIAX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | MEIAX vs NEIMX |
Top Performing MEIAX Alternatives (YTD)
MEIAX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 19.97% | Jan 1, 1984 | MEIAX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | MEIAX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | MEIAX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | MEIAX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | MEIAX vs SVAIX |
Lowest Volatility Alternatives to MEIAX
MEIAX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.71% | Feb 1, 2021 | MEIAX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.54% | Dec 1, 1973 | MEIAX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | MEIAX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | MEIAX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | MEIAX vs ACIIX |
Lowest Drawdown Alternatives to MEIAX
MEIAX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | MEIAX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | MEIAX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | MEIAX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | MEIAX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | MEIAX vs RIDAX |
Other Mutual Funds from MFS
Most popular MFS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 28 | -3.84% | Jan 31, 1996 | MEIAX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 32 | 1.11% | May 1, 2006 | MEIAX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 74 | -0.22% | Sep 30, 2004 | MEIAX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 12 | -9.36% | Jan 1, 1935 | MEIAX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 31 | 1.07% | Feb 1, 1996 | MEIAX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 18 | -10.29% | Jun 1, 2012 | MEIAX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 72 | -0.23% | — | MEIAX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 18 | -10.32% | Jul 10, 1997 | MEIAX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 36 | -3.97% | Jul 15, 1924 | MEIAX vs MITTX | |
| MFS Total Return Fund | Diversified Portfolio | 49 | 1.18% | Oct 5, 1970 | MEIAX vs MSFRX |
Often Compared With MEIAX
What investors most often compare with MEIAX, 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.