Madison Mid Cap A (MERAX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MERAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MERAX
MERAX charges 1.39% annually. There are 111 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | MERAX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | MERAX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | MERAX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | MERAX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | MERAX vs VMCIX |
Best Risk-Adjusted Alternatives to MERAX
MERAX has a PortfoliosLab risk / return rank of 4. There are 121 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | MERAX vs PFSLX | |
| Destinations Small-Mid Cap Equity Fund | 83 | — | Mar 2017 | MERAX vs DSMFX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 83 | — | Aug 2015 | MERAX vs FZFLX | |
| Vanguard Strategic Equity Fund | 83 | 11.50B | Aug 1995 | MERAX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 83 | — | Aug 2013 | MERAX vs FZAMX |
Top Performing MERAX Alternatives (YTD)
MERAX is at -0.75% YTD. There are 123 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 46.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 46.57% | — | Jan 2005 | MERAX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 37.72% | — | Aug 2015 | MERAX vs FZFLX | |
| Hodges Fund | 32.69% | — | Oct 1992 | MERAX vs HDPMX | |
| 13D Activist Fund | 27.51% | — | Dec 2011 | MERAX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 26.02% | — | Aug 2013 | MERAX vs FZAMX |
Lowest Volatility Alternatives to MERAX
MERAX has 14.87% 1-year volatility. There are 45 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.84% | — | Dec 2002 | MERAX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.83% | — | Jul 1999 | MERAX vs TLVAX | |
| Boston Trust Midcap Fund | 11.93% | — | — | MERAX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.04% | — | Aug 2011 | MERAX vs WAMFX | |
| Victory RS Investors Fund | 12.11% | — | Nov 2005 | MERAX vs RSINX |
Lowest Drawdown Alternatives to MERAX
MERAX has a 1-year max drawdown of -12.02%. There are 104 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | MERAX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | MERAX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | MERAX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | MERAX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | MERAX vs DNLDX |
Other Mutual Funds from Madison Funds
The 10 most viewed Madison Funds mutual funds shown here include MAGSX, GTSGX, BHBFX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Madison Aggressive Allocation Fund | Diversified Portfolio | 53 | 11.55% | — | Jun 2006 | MERAX vs MAGSX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 4 | -0.62% | — | Jul 1983 | MERAX vs GTSGX | |
| Madison Dividend Income Fund | Large Cap Value Equities | 32 | 8.61% | — | Dec 1986 | MERAX vs BHBFX | |
| Madison Covered Call & Equity Income Fund | Derivative Income | 14 | 1.48% | — | Oct 2009 | MERAX vs MENYX | |
| Madison Small Cap Fund | Small Cap Blend Equities | 8 | 8.58% | — | Dec 1996 | MERAX vs BVAOX | |
| Madison Conservative Allocation Fund | Diversified Portfolio | 48 | 4.95% | — | Jun 2006 | MERAX vs MCNAX | |
| Madison Core Bond Fund | Intermediate Core Bond | 17 | 0.01% | — | Dec 1997 | MERAX vs MBOAX | |
| Madison Tax-Free National Fund | Municipal Bonds | 76 | 1.19% | — | Dec 1982 | MERAX vs GTFHX | |
| Madison Investors Fund | Large Cap Blend Equities | 11 | 5.64% | — | Nov 1978 | MERAX vs MINVX | |
| Madison Moderate Allocation Fund | Diversified Portfolio | 52 | 8.63% | — | Jun 2006 | MERAX vs MMDAX |
Often Compared With MERAX
Investors most often compare MERAX with BIGTX, FIIMX, TARKX. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare MERAX with Any Fund or Stock
Compare MERAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MERAX with funds that move differently
Madison Mid Cap A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MERAX.
Explore MERAX Diversifiers