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 a closer substitute for your current allocation.
Cheapest Alternatives to MINVX
MINVX charges 0.91% annually. There are 280 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | MINVX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | MINVX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | MINVX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | MINVX vs FLCPX | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | MINVX vs BKTSX |
Best Risk-Adjusted Alternatives to MINVX
MINVX has a PortfoliosLab risk / return rank of 14. There are 368 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 94 | — | Mar 2021 | MINVX vs SVPFX | |
| Pin Oak Equity | 92 | — | Aug 1992 | MINVX vs POGSX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | MINVX vs VPCCX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | MINVX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 90 | 92.00B | Nov 2001 | MINVX vs VPMAX |
Top Performing MINVX Alternatives (YTD)
MINVX is at 7.42% YTD. There are 313 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 26.63%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 26.63% | 17.20B | Dec 2004 | MINVX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 25.33% | — | Nov 2004 | MINVX vs POGRX | |
| Integrity ESG Growth & Income Fund | 24.87% | — | Jan 1995 | MINVX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 23.98% | — | Dec 2015 | MINVX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.20% | 92.00B | Nov 2001 | MINVX vs VPMAX |
Lowest Volatility Alternatives to MINVX
MINVX has 13.56% 1-year volatility. There are 305 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.23% | — | Mar 2021 | MINVX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | MINVX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | MINVX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | MINVX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | MINVX vs JEPIX |
Lowest Drawdown Alternatives to MINVX
MINVX has a 1-year max drawdown of -10.00%. There are 262 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | MINVX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | MINVX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | MINVX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | MINVX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | MINVX vs QUERX |
Other Mutual Funds from Madison Funds
The 10 most viewed Madison Funds mutual funds shown here include MAGSX, GTSGX, BHBFX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Madison Aggressive Allocation Fund Class A | Diversified Portfolio | 49 | 10.89% | — | Jun 2006 | MINVX vs MAGSX | |
| Madison Mid Cap Fund | Mid Cap Blend Equities | 5 | 4.16% | — | Jul 1983 | MINVX vs GTSGX | |
| Madison Dividend Income Fund | Large Cap Value Equities | 36 | 10.71% | — | Dec 1986 | MINVX vs BHBFX | |
| Madison Small Cap Fund | Small Cap Blend Equities | 7 | 10.25% | — | Dec 1996 | MINVX vs BVAOX | |
| Madison Covered Call & Equity Income Fund | Derivative Income | 16 | 3.84% | — | Oct 2009 | MINVX vs MENYX | |
| Madison Core Bond Fund | Intermediate Core Bond | 19 | -0.46% | — | Dec 1997 | MINVX vs MBOAX | |
| Madison Conservative Allocation Fund | Diversified Portfolio | 48 | 4.53% | — | Jun 2006 | MINVX vs MCNAX | |
| Madison Tax-Free National Fund | Municipal Bonds | 79 | 1.15% | — | Dec 1982 | MINVX vs GTFHX | |
| Madison Moderate Allocation Fund | Diversified Portfolio | 50 | 8.10% | — | Jun 2006 | MINVX vs MMDAX | |
| Madison Diversified Income Fund | Diversified Portfolio | 40 | 3.77% | — | Dec 1997 | MINVX vs MBLAX |
Often Compared With MINVX
Investors most often compare MINVX with AMAGX, SWPPX, VTWO. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare MINVX with Any Fund or Stock
Compare MINVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MINVX with funds that move differently
Madison Investors Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MINVX.
Explore MINVX Diversifiers