MFS Mid Cap Value Fund (MVCAX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MVCAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MVCAX
MVCAX charges 1.02% annually. There are 72 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | MVCAX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 37.20B | Sep 2011 | MVCAX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | MVCAX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | MVCAX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | MVCAX vs VMVIX |
Best Risk-Adjusted Alternatives to MVCAX
MVCAX has a PortfoliosLab risk / return rank of 60. There are 71 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 97 | — | Mar 2002 | MVCAX vs HAMVX | |
| Harbor Mid Cap Value Fund Retirement Class | 97 | — | Mar 2016 | MVCAX vs HNMVX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 95 | — | Aug 1998 | MVCAX vs NCBVX | |
| Columbia Select Mid Cap Value Fund | 95 | — | Nov 2001 | MVCAX vs NAMAX | |
| Fidelity Advisor Value Strategies Fund Class I | 94 | — | Jul 1995 | MVCAX vs FASOX |
Top Performing MVCAX Alternatives (YTD)
MVCAX is at 15.93% YTD. There are 73 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 30.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 30.49% | — | Dec 1983 | MVCAX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 30.44% | — | Jul 1995 | MVCAX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 30.25% | — | Sep 1996 | MVCAX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 30.06% | — | Aug 1986 | MVCAX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 29.67% | — | Aug 2001 | MVCAX vs FVCSX |
Lowest Volatility Alternatives to MVCAX
MVCAX has 13.41% 1-year volatility. There are 38 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.33% | 37.20B | Sep 2011 | MVCAX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.34% | — | Aug 2006 | MVCAX vs VMVIX | |
| Principal MidCap Value Fund I | 11.74% | — | Dec 2003 | MVCAX vs PVMIX | |
| Victory RS Value Fund | 11.78% | — | Jun 1993 | MVCAX vs RSVAX | |
| American Century Mid Cap Value Fund | 11.79% | 5.65B | Mar 2004 | MVCAX vs ACMVX |
Lowest Drawdown Alternatives to MVCAX
MVCAX has a 1-year max drawdown of -9.39%. There are 56 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | MVCAX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | MVCAX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | MVCAX vs FIUSX | |
| Harbor Mid Cap Value Fund Retirement Class | -6.84% | — | Mar 2016 | MVCAX vs HNMVX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | MVCAX vs HAMVX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MDIJX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 39 | 8.70% | — | Jan 1996 | MVCAX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 79 | 11.84% | — | May 2006 | MVCAX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 60 | 11.60% | — | Sep 2004 | MVCAX vs MDIJX | |
| MFS Value Fund Class I | Large Cap Value Equities | 79 | 11.77% | — | Feb 1996 | MVCAX vs MEIIX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 8 | -0.46% | — | Jan 1935 | MVCAX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 9 | 3.47% | — | Jun 2012 | MVCAX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 9 | 3.41% | — | Jul 1997 | MVCAX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 47 | 8.95% | — | — | MVCAX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 78 | 11.59% | — | Jan 1996 | MVCAX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 44 | 9.45% | — | Jul 1924 | MVCAX vs MITTX |
Often Compared With MVCAX
Investors most often compare MVCAX with JVMIX, FLMVX, FASEX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare MVCAX with Any Fund or Stock
Compare MVCAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MVCAX with funds that move differently
MFS Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MVCAX.
Explore MVCAX Diversifiers