MFS Mid Cap Value Fund (MVCAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MVCAX
MVCAX charges 1.02% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among MVCAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | MVCAX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | MVCAX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | MVCAX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | MVCAX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | MVCAX vs VMVIX |
Best Risk-Adjusted Alternatives to MVCAX
Among mutual funds in the Mid Cap Value 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 | |
|---|---|---|---|---|
| Ariel Focus Fund | 87 | Jun 30, 2005 | MVCAX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 86 | Nov 30, 2001 | MVCAX vs SMVTX | |
| Invesco Value Opportunities Fund | 81 | Jun 25, 2001 | MVCAX vs VVOAX | |
| Delaware Opportunity Fund | 80 | Aug 24, 1992 | MVCAX vs FIUSX | |
| Invesco V.I. American Value Fund | 80 | Jan 1, 1997 | MVCAX vs UMCVX |
Top Performing MVCAX Alternatives (YTD)
MVCAX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 9.20% | Nov 30, 2001 | MVCAX vs SMVTX | |
| Delaware Opportunity Fund | 8.09% | Aug 24, 1992 | MVCAX vs FIUSX | |
| Touchstone Mid Cap Value Fund | 7.81% | Sep 30, 2009 | MVCAX vs TCVIX | |
| Ariel Focus Fund | 7.30% | Jun 30, 2005 | MVCAX vs ARFFX | |
| Columbia Select Mid Cap Value Fund | 7.05% | Nov 20, 2001 | MVCAX vs NAMAX |
Lowest Volatility Alternatives to MVCAX
MVCAX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | MVCAX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.59% | Jul 26, 2013 | MVCAX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.62% | Mar 31, 2004 | MVCAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.62% | Mar 31, 2004 | MVCAX vs ACLAX | |
| Victory RS Value Fund | 16.29% | Jun 30, 1993 | MVCAX vs RSVAX |
Lowest Drawdown Alternatives to MVCAX
MVCAX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | MVCAX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | MVCAX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | MVCAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | MVCAX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | MVCAX vs CISMX |
Other Mutual Funds from MFS
Most popular MFS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 28 | -3.84% | Jan 31, 1996 | MVCAX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 32 | 1.11% | May 1, 2006 | MVCAX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 74 | -0.22% | Sep 30, 2004 | MVCAX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 12 | -9.36% | Jan 1, 1935 | MVCAX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 31 | 1.07% | Feb 1, 1996 | MVCAX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 18 | -10.29% | Jun 1, 2012 | MVCAX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 72 | -0.23% | — | MVCAX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 18 | -10.32% | Jul 10, 1997 | MVCAX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 36 | -3.97% | Jul 15, 1924 | MVCAX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 29 | 1.01% | Jan 2, 1996 | MVCAX vs MEIAX |
Often Compared With MVCAX
What investors most often compare with MVCAX, 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.