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 a closer substitute for your current allocation.
Cheapest Alternatives to MEIKX
MEIKX charges 0.43% annually. There are 37 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 | MEIKX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | MEIKX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | MEIKX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | MEIKX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | MEIKX vs VVIAX |
Best Risk-Adjusted Alternatives to MEIKX
MEIKX has a PortfoliosLab risk / return rank of 37. 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 | MEIKX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | MEIKX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | MEIKX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | MEIKX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | MEIKX vs AVLVX |
Top Performing MEIKX Alternatives (YTD)
MEIKX is at 6.94% YTD. There are 244 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | MEIKX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | MEIKX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | MEIKX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | MEIKX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | MEIKX vs NPRTX |
Lowest Volatility Alternatives to MEIKX
MEIKX has 10.66% 1-year volatility. There are 97 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | MEIKX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | MEIKX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | MEIKX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | MEIKX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | MEIKX vs TMMAX |
Lowest Drawdown Alternatives to MEIKX
MEIKX 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 | MEIKX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | MEIKX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | MEIKX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | MEIKX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | MEIKX vs SVAIX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIIX, 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 | 13 | 3.08% | — | Jan 1996 | MEIKX vs MIEIX | |
| MFS Value Fund Class I | Large Cap Value Equities | 37 | 6.89% | — | Feb 1996 | MEIKX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 39 | 10.05% | — | Sep 2004 | MEIKX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 6 | -4.19% | — | Jan 1935 | MEIKX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 11 | 3.75% | — | Jun 2012 | MEIKX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 11 | 3.70% | — | Jul 1997 | MEIKX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 28 | 6.23% | — | — | MEIKX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 36 | 6.76% | — | Jan 1996 | MEIKX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 37 | 7.06% | — | Jul 1924 | MEIKX vs MITTX | |
| MFS Total Return Fund | Diversified Portfolio | 32 | 2.35% | — | Oct 1970 | MEIKX vs MSFRX |
Often Compared With MEIKX
Investors most often compare MEIKX with FXAIX, SPY, WFSPX. These 20 comparison targets span 10 categories, 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.
Pair MEIKX 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 MEIKX.
Explore MEIKX Diversifiers