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 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.02% | 224.00B | Dec 2010 | MERAX vs VMCPX | |
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | MERAX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 224.00B | May 1998 | MERAX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | MERAX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 97.70B | Jan 2011 | MERAX vs VEMPX |
Best Risk-Adjusted Alternatives to MERAX
MERAX has a PortfoliosLab risk / return rank of 16. There are 114 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 91 | — | Jan 2005 | MERAX vs PFSLX | |
| Gotham Enhanced Return Fund | 88 | — | May 2013 | MERAX vs GENIX | |
| Vanguard Strategic Equity Fund | 87 | 12.20B | Aug 1995 | MERAX vs VSEQX | |
| Thompson MidCap Fund | 84 | — | Mar 2008 | MERAX vs THPMX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 83 | — | Oct 2023 | MERAX vs FTHMX |
Top Performing MERAX Alternatives (YTD)
MERAX is at 7.34% YTD. There are 117 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 37.75% | — | Jan 2005 | MERAX vs PFSLX | |
| 13D Activist Fund | 30.77% | — | Dec 2011 | MERAX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 26.34% | — | Aug 2015 | MERAX vs FZFLX | |
| Tarkio Fund | 22.55% | — | Jun 2011 | MERAX vs TARKX | |
| Hodges Fund | 21.87% | — | Oct 1992 | MERAX vs HDPMX |
Lowest Volatility Alternatives to MERAX
MERAX has 14.75% 1-year volatility. There are 40 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.67% | — | Dec 2002 | MERAX vs GWSAX | |
| Boston Trust Midcap Fund | 11.72% | — | — | MERAX vs BTMFX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.78% | — | Jul 1999 | MERAX vs TLVAX | |
| Boston Trust Walden Midcap Fund | 11.86% | — | Aug 2011 | MERAX vs WAMFX | |
| Victory RS Investors Fund | 12.01% | — | Nov 2005 | MERAX vs RSINX |
Lowest Drawdown Alternatives to MERAX
MERAX has a 1-year max drawdown of -12.02%. There are 105 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
The 10 most viewed Madison mutual funds shown here include MAGSX, GTSGX, BVAOX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Madison Aggressive Allocation Fund Class A | Diversified Portfolio | 67 | 11.31% | — | Jun 2006 | MERAX vs MAGSX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 17 | 7.52% | — | Jul 1983 | MERAX vs GTSGX | |
| Madison Small Cap Fund | Small Cap Blend Equities | 14 | 9.21% | — | Dec 1996 | MERAX vs BVAOX | |
| Madison Dividend Income Fund | Large Cap Value Equities | 58 | 12.04% | — | Dec 1986 | MERAX vs BHBFX | |
| Madison Covered Call & Equity Income Fund | Derivative Income | 29 | 5.97% | — | Oct 2009 | MERAX vs MENYX | |
| Madison Core Bond Fund | Intermediate Core Bond | 10 | -1.45% | — | Dec 1997 | MERAX vs MBOAX | |
| Madison Tax-Free National Fund | Municipal Bonds | 67 | -0.06% | — | Dec 1982 | MERAX vs GTFHX | |
| Madison Conservative Allocation Fund | Diversified Portfolio | 54 | 4.43% | — | Jun 2006 | MERAX vs MCNAX | |
| Madison Investors Fund | Large Cap Blend Equities | 25 | 7.64% | — | Nov 1978 | MERAX vs MINVX | |
| Madison Moderate Allocation Fund | Diversified Portfolio | 62 | 8.36% | — | Jun 2006 | MERAX vs MMDAX |
Often Compared With MERAX
Investors most often compare MERAX with DSMFX, BIGTX, MISIX. These 15 comparison targets span 3 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