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 a closer substitute for your current allocation.
Cheapest Alternatives to MVCKX
MVCKX charges 0.62% annually. There are 17 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 | MVCKX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | MVCKX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | MVCKX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | MVCKX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | MVCKX vs VMVIX |
Best Risk-Adjusted Alternatives to MVCKX
MVCKX has a PortfoliosLab risk / return rank of 33. There are 72 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 92 | — | Nov 2001 | MVCKX vs SMVTX | |
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | MVCKX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | MVCKX vs NAMAX | |
| Delaware Opportunity Fund | 87 | — | Aug 1992 | MVCKX vs FIUSX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 85 | — | Aug 1998 | MVCKX vs NCBVX |
Top Performing MVCKX Alternatives (YTD)
MVCKX is at 11.10% YTD. There are 70 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 25.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 25.14% | — | Nov 2001 | MVCKX vs SMVTX | |
| Invesco V.I. American Value Fund | 24.46% | — | Jan 1997 | MVCKX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.28% | — | Mar 2005 | MVCKX vs VVOIX | |
| Fidelity Value Strategies Fund | 24.18% | — | Dec 1983 | MVCKX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 24.15% | — | Jul 1995 | MVCKX vs FASOX |
Lowest Volatility Alternatives to MVCKX
MVCKX has 13.62% 1-year volatility. There are 41 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.64% | 36.60B | Sep 2011 | MVCKX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.65% | — | Aug 2006 | MVCKX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.66% | — | Dec 2013 | MVCKX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.98% | 5.65B | Mar 2004 | MVCKX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 12.00% | — | Mar 2004 | MVCKX vs ACLAX |
Lowest Drawdown Alternatives to MVCKX
MVCKX has a 1-year max drawdown of -9.36%. There are 54 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 | MVCKX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | MVCKX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | MVCKX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | MVCKX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | MVCKX vs VMVAX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MEIIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 13 | 3.08% | — | Jan 1996 | MVCKX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 37 | 6.94% | — | May 2006 | MVCKX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 37 | 6.89% | — | Feb 1996 | MVCKX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 39 | 10.05% | — | Sep 2004 | MVCKX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 6 | -4.19% | — | Jan 1935 | MVCKX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 11 | 3.75% | — | Jun 2012 | MVCKX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 11 | 3.70% | — | Jul 1997 | MVCKX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 28 | 6.23% | — | — | MVCKX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 36 | 6.76% | — | Jan 1996 | MVCKX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 37 | 7.06% | — | Jul 1924 | MVCKX vs MITTX |
Often Compared With MVCKX
Investors most often compare MVCKX with PEQSX, JMVYX, FRNKX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare MVCKX with Any Fund or Stock
Compare MVCKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MVCKX with funds that move differently
MFS Mid Cap Value Fund Class R6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MVCKX.
Explore MVCKX Diversifiers