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% | 213.90B | Dec 2010 | MERAX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.70B | Dec 2017 | MERAX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 89.90B | Jan 2011 | MERAX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 213.90B | May 1998 | MERAX vs VMCIX |
Best Risk-Adjusted Alternatives to MERAX
MERAX has a PortfoliosLab risk / return rank of 3. There are 120 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 | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | MERAX vs GENIX | |
| The Texas Fund | 82 | — | Sep 2013 | MERAX vs BIGTX | |
| Destinations Small-Mid Cap Equity Fund | 77 | — | Mar 2017 | MERAX vs DSMFX | |
| Vanguard Strategic Equity Fund | 75 | 11.20B | Aug 1995 | MERAX vs VSEQX |
Top Performing MERAX Alternatives (YTD)
MERAX is at -1.77% YTD. There are 122 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 42.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 42.35% | — | Jan 2005 | MERAX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 33.04% | — | Aug 2015 | MERAX vs FZFLX | |
| Hodges Fund | 28.91% | — | Oct 1992 | MERAX vs HDPMX | |
| 13D Activist Fund | 27.27% | — | Dec 2011 | MERAX vs DDDIX | |
| The Texas Fund | 26.40% | — | Sep 2013 | MERAX vs BIGTX |
Lowest Volatility Alternatives to MERAX
MERAX has 14.74% 1-year volatility. There are 49 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Aquila Opportunity Growth Fund | 9.26% | — | Jul 1994 | MERAX vs ATGAX | |
| Gabelli Focused Growth and Income Fund | 9.65% | — | Dec 2002 | MERAX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.53% | — | Jul 1999 | MERAX vs TLVAX | |
| Quantified Common Ground Fund | 11.73% | — | Dec 2019 | MERAX vs QCGDX | |
| Boston Trust Midcap Fund | 11.80% | — | — | MERAX vs BTMFX |
Lowest Drawdown Alternatives to MERAX
MERAX has a 1-year max drawdown of -12.02%. There are 103 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -5.55%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Common Ground Fund | -5.55% | — | Dec 2019 | MERAX vs QCGDX | |
| 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 |
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 | 52 | 11.80% | — | Jun 2006 | MERAX vs MAGSX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 3 | -1.68% | — | Jul 1983 | MERAX vs GTSGX | |
| Madison Dividend Income Fund | Large Cap Value Equities | 27 | 7.70% | — | Dec 1986 | MERAX vs BHBFX | |
| Madison Covered Call & Equity Income Fund | Derivative Income | 46 | 5.89% | — | Oct 2009 | MERAX vs MENYX | |
| Madison Small Cap Fund | Small Cap Blend Equities | 7 | 7.74% | — | Dec 1996 | MERAX vs BVAOX | |
| Madison Core Bond Fund | Intermediate Core Bond | 22 | 0.12% | — | Dec 1997 | MERAX vs MBOAX | |
| Madison Investors Fund | Large Cap Blend Equities | 9 | 5.21% | — | Nov 1978 | MERAX vs MINVX | |
| Madison Tax-Free National Fund | Municipal Bonds | 76 | 0.99% | — | Dec 1982 | MERAX vs GTFHX | |
| Madison Conservative Allocation Fund | Diversified Portfolio | 50 | 5.15% | — | Jun 2006 | MERAX vs MCNAX | |
| Madison Moderate Allocation Fund | Diversified Portfolio | 51 | 8.81% | — | Jun 2006 | MERAX vs MMDAX |
Often Compared With MERAX
Investors most often compare MERAX with DNLDX, FIIMX, FZAMX. These 10 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Active MidCap Fund | Mid Cap Blend Equities | 44 | 11.73% | — | Jan 1985 | MERAX vs DNLDX | |
| Fidelity Advisor Mid Cap II Fund Class I | Mid Cap Blend Equities | 69 | 21.53% | — | Aug 2004 | MERAX vs FIIMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | Mid Cap Blend Equities | 70 | 21.57% | — | Aug 2013 | MERAX vs FZAMX | |
| Victory RS Investors Fund | Mid Cap Blend Equities | 21 | 6.06% | — | Nov 2005 | MERAX vs RSINX | |
| Gabelli Value 25 Fund | Mid Cap Blend Equities | 60 | 8.34% | — | Sep 1989 | MERAX vs GABVX | |
| Voya Index Plus MidCap Portfolio | Mid Cap Blend Equities | 33 | 14.23% | — | Dec 1997 | MERAX vs IPMIX | |
| Sterling Capital Stratton Mid Cap Value Fund | Mid Cap Blend Equities | 49 | 17.06% | — | Sep 1972 | MERAX vs STRGX | |
| Victory Trivalent International Small-Cap Fund Cla... | Mid Cap Blend Equities, Foreign Small & Mid Cap Equities | 46 | 13.24% | — | — | MERAX vs MISIX | |
| BlackRock Advantage SMID Cap Fund, Inc. | Mid Cap Blend Equities | 71 | 21.36% | — | May 1978 | MERAX vs MASPX | |
| Tarkio Fund | Mid Cap Blend Equities | 68 | 24.74% | — | Jun 2011 | MERAX vs TARKX |
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