MFS Value Fund Class I (MEIIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MEIIX
MEIIX charges 0.55% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among MEIIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | MEIIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | MEIIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | MEIIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | MEIIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | MEIIX vs TILVX |
Best Risk-Adjusted Alternatives to MEIIX
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... | 92 | Mar 2, 2016 | MEIIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | MEIIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | MEIIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | MEIIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | MEIIX vs VALAX |
Top Performing MEIIX Alternatives (YTD)
MEIIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | MEIIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | MEIIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | MEIIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | MEIIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | MEIIX vs HFCVX |
Lowest Volatility Alternatives to MEIIX
MEIIX 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 | 4.68% | Feb 1, 2021 | MEIIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | MEIIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | MEIIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | MEIIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | MEIIX vs ACIIX |
Lowest Drawdown Alternatives to MEIIX
MEIIX 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 | MEIIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | MEIIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | MEIIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | MEIIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | MEIIX vs PSECX |
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 | 17 | -6.55% | Jan 31, 1996 | MEIIX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 29 | -0.52% | May 1, 2006 | MEIIX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 62 | -2.70% | Sep 30, 2004 | MEIIX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 8 | -11.94% | Jan 1, 1935 | MEIIX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 12 | -13.60% | Jun 1, 2012 | MEIIX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 59 | -3.26% | — | MEIIX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 12 | -13.62% | Jul 10, 1997 | MEIIX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 25 | -6.58% | Jul 15, 1924 | MEIIX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | MEIIX vs MEIAX | |
| MFS Total Return Fund | Diversified Portfolio | 50 | 0.40% | Oct 5, 1970 | MEIIX vs MSFRX |
Often Compared With MEIIX
What investors most often compare with MEIIX, 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.