MFS Value Fund Class I (MEIIX) 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 MEIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MEIIX
MEIIX charges 0.55% annually. There are 62 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 | MEIIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | MEIIX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | MEIIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | MEIIX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | MEIIX vs TILVX |
Best Risk-Adjusted Alternatives to MEIIX
MEIIX has a PortfoliosLab risk / return rank of 41. There are 250 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 | MEIIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | MEIIX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | MEIIX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | MEIIX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | MEIIX vs AVLVX |
Top Performing MEIIX Alternatives (YTD)
MEIIX is at 9.42% 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 | MEIIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | MEIIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | MEIIX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | MEIIX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | MEIIX vs YAFFX |
Lowest Volatility Alternatives to MEIIX
MEIIX has 10.61% 1-year volatility. There are 93 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 | MEIIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | MEIIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | MEIIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | MEIIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | MEIIX vs TMMAX |
Lowest Drawdown Alternatives to MEIIX
MEIIX has a 1-year max drawdown of -6.76%. There are 90 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 | MEIIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | MEIIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | MEIIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | MEIIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | MEIIX vs SVAIX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MDIJX 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 | MEIIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 42 | 9.49% | — | May 2006 | MEIIX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 36 | 9.55% | — | Sep 2004 | MEIIX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 5 | -1.61% | — | Jan 1935 | MEIIX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 9 | 4.83% | — | Jun 2012 | MEIIX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 9 | 4.78% | — | Jul 1997 | MEIIX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 26 | 5.42% | — | — | MEIIX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 40 | 9.27% | — | Jan 1996 | MEIIX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 36 | 8.81% | — | Jul 1924 | MEIIX vs MITTX | |
| MFS Total Return Fund | Diversified Portfolio | 38 | 4.86% | — | Oct 1970 | MEIIX vs MSFRX |
Often Compared With MEIIX
Investors most often compare MEIIX with DFLVX, FLMVX, SCHD. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare MEIIX with Any Fund or Stock
Compare MEIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MEIIX with funds that move differently
MFS Value Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MEIIX.
Explore MEIIX Diversifiers