Madison Investors Fund (MINVX) Alternatives
Madison Investors Fund (MINVX) belongs to the Large 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 MINVX. 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 MINVX
MINVX charges 0.91% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among MINVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | MINVX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | MINVX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | MINVX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | MINVX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | MINVX vs SSSYX |
Best Risk-Adjusted Alternatives to MINVX
Among mutual funds in the Large Cap Blend 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 PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | MINVX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | MINVX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | MINVX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | MINVX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | MINVX vs DHAMX |
Top Performing MINVX Alternatives (YTD)
MINVX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | MINVX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | MINVX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | MINVX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | MINVX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | MINVX vs RCKSX |
Lowest Volatility Alternatives to MINVX
MINVX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | MINVX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | MINVX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | MINVX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | MINVX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | MINVX vs QUERX |
Lowest Drawdown Alternatives to MINVX
MINVX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | MINVX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | MINVX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | MINVX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | MINVX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | MINVX vs GQEIX |
Other Mutual Funds from Madison Funds
Most popular Madison Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Madison Aggressive Allocation Fund | Diversified Portfolio | 31 | -3.24% | Jun 29, 2006 | MINVX vs MAGSX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | -6.46% | Jul 21, 1983 | MINVX vs GTSGX | |
| Madison Covered Call & Equity Income Fund | Derivative Income | 50 | 4.35% | Oct 29, 2009 | MINVX vs MENYX | |
| Madison Small Cap Fund | Small Cap Blend Equities | 4 | -2.62% | Dec 16, 1996 | MINVX vs BVAOX | |
| Madison Dividend Income Fund | Large Cap Value Equities | 34 | 4.89% | Dec 18, 1986 | MINVX vs BHBFX | |
| Madison Moderate Allocation Fund | Diversified Portfolio | 34 | -2.67% | Jun 29, 2006 | MINVX vs MMDAX | |
| Madison Tax-Free National Fund | Municipal Bonds | 56 | -0.51% | Dec 29, 1982 | MINVX vs GTFHX | |
| Madison Core Bond Fund | Intermediate Core Bond | 50 | -0.36% | Dec 29, 1997 | MINVX vs MBOAX | |
| Madison Conservative Allocation Fund | Diversified Portfolio | 46 | -1.76% | Jun 29, 2006 | MINVX vs MCNAX | |
| Madison Diversified Income Fund | Diversified Portfolio | 55 | 1.38% | Dec 28, 1997 | MINVX vs MBLAX |
Often Compared With MINVX
What investors most often compare with MINVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Russell 2000 ETF | Small Cap Blend Equities | 69 | 0.92% | Sep 20, 2010 | MINVX vs VTWO | |
| Amana Mutual Funds Trust Growth Fund | Large Cap Growth Equities | 62 | -6.55% | Feb 3, 1994 | MINVX vs AMAGX | |
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | MINVX vs SWPPX | |
| Schwab U.S. Large-Cap Growth ETF | Large Cap Growth Equities | 46 | -10.59% | Dec 11, 2009 | MINVX vs SCHG |
Compare MINVX with Any Fund or Stock
Compare MINVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.