MFS Value Fund (MEIKX) Alternatives
MFS Value Fund (MEIKX) 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 MEIKX. 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 MEIKX
MEIKX charges 0.43% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among MEIKX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | MEIKX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | MEIKX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | MEIKX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | MEIKX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | MEIKX vs TILVX |
Best Risk-Adjusted Alternatives to MEIKX
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 | MEIKX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | MEIKX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | MEIKX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | MEIKX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | MEIKX vs VALAX |
Top Performing MEIKX Alternatives (YTD)
MEIKX 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 | MEIKX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | MEIKX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | MEIKX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | MEIKX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | MEIKX vs HFCVX |
Lowest Volatility Alternatives to MEIKX
MEIKX 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 | MEIKX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | MEIKX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | MEIKX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | MEIKX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | MEIKX vs ACIIX |
Lowest Drawdown Alternatives to MEIKX
MEIKX 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 | MEIKX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | MEIKX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | MEIKX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | MEIKX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | MEIKX 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 | MEIKX vs MIEIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 62 | -2.70% | Sep 30, 2004 | MEIKX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 8 | -11.94% | Jan 1, 1935 | MEIKX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 28 | -0.56% | Feb 1, 1996 | MEIKX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 12 | -13.60% | Jun 1, 2012 | MEIKX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 59 | -3.26% | — | MEIKX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 12 | -13.62% | Jul 10, 1997 | MEIKX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 25 | -6.58% | Jul 15, 1924 | MEIKX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | MEIKX vs MEIAX | |
| MFS Total Return Fund | Diversified Portfolio | 50 | 0.40% | Oct 5, 1970 | MEIKX vs MSFRX |
Often Compared With MEIKX
What investors most often compare with MEIKX, based on PortfoliosLab usage data.
Compare MEIKX with Any Fund or Stock
Compare MEIKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.