MFS Mid Cap Value Fund Class R6 (MVCKX) Alternatives
MFS Mid Cap Value Fund Class R6 (MVCKX) 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 MVCKX. 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 MVCKX
MVCKX charges 0.62% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among MVCKX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | MVCKX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | MVCKX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | MVCKX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | MVCKX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | MVCKX vs VMVIX |
Best Risk-Adjusted Alternatives to MVCKX
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 | 86 | Jun 30, 2005 | MVCKX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | MVCKX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | MVCKX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | MVCKX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | MVCKX vs VVOAX |
Top Performing MVCKX Alternatives (YTD)
MVCKX 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 | 6.38% | Nov 30, 2001 | MVCKX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | MVCKX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | MVCKX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | MVCKX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | MVCKX vs HWMIX |
Lowest Volatility Alternatives to MVCKX
MVCKX 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 | MVCKX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | MVCKX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | MVCKX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | MVCKX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | MVCKX vs RSVAX |
Lowest Drawdown Alternatives to MVCKX
MVCKX 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 | MVCKX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | MVCKX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | MVCKX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | MVCKX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | MVCKX 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 | 17 | -6.55% | Jan 31, 1996 | MVCKX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 29 | -0.52% | May 1, 2006 | MVCKX vs MEIKX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 62 | -2.70% | Sep 30, 2004 | MVCKX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 8 | -11.94% | Jan 1, 1935 | MVCKX vs MIGFX | |
| MFS Value Fund Class I | Large Cap Value Equities | 28 | -0.56% | Feb 1, 1996 | MVCKX vs MEIIX | |
| MFS Growth R6 | Large Cap Growth Equities | 12 | -13.60% | Jun 1, 2012 | MVCKX vs MFEKX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 59 | -3.26% | — | MVCKX vs MINIX | |
| MFS Growth I | Large Cap Growth Equities | 12 | -13.62% | Jul 10, 1997 | MVCKX vs MFEIX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 25 | -6.58% | Jul 15, 1924 | MVCKX vs MITTX | |
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | MVCKX vs MEIAX |
Often Compared With MVCKX
What investors most often compare with MVCKX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 63 | -1.25% | Jul 2, 2012 | MVCKX vs PEQSX | |
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | MVCKX vs FXAIX | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 75 | 3.31% | Mar 23, 2005 | MVCKX vs VVOIX | |
| Columbia Select Mid Cap Value Fund | Mid Cap Value Equities | 69 | 4.45% | Nov 20, 2001 | MVCKX vs NAMAX |
Compare MVCKX with Any Fund or Stock
Compare MVCKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.