Monteagle Select Value Fund (MVEIX) Alternatives
Monteagle Select Value Fund (MVEIX) 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 MVEIX. 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 MVEIX
MVEIX charges 1.45% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among MVEIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | MVEIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | MVEIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | MVEIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | MVEIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | MVEIX vs VMVIX |
Best Risk-Adjusted Alternatives to MVEIX
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 | MVEIX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | MVEIX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | MVEIX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | MVEIX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | MVEIX vs VVOAX |
Top Performing MVEIX Alternatives (YTD)
MVEIX 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 | MVEIX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | MVEIX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | MVEIX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | MVEIX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | MVEIX vs HWMIX |
Lowest Volatility Alternatives to MVEIX
MVEIX 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 | MVEIX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | MVEIX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | MVEIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | MVEIX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | MVEIX vs RSVAX |
Lowest Drawdown Alternatives to MVEIX
MVEIX 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 | MVEIX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | MVEIX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | MVEIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | MVEIX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | MVEIX vs CISMX |
Other Mutual Funds from Monteagle Funds
Most popular Monteagle Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| The Texas Fund | Mid Cap Blend Equities | 71 | 7.11% | Sep 17, 2013 | MVEIX vs BIGTX | |
| Monteagle Opportunity Equity Fund | Mid Cap Blend Equities | 32 | 0.00% | Jun 10, 1998 | MVEIX vs HEQFX |
Often Compared With MVEIX
What investors most often compare with MVEIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | MVEIX vs FCNTX | |
| Columbia Select Mid Cap Value Fund | Mid Cap Value Equities | 69 | 4.45% | Nov 20, 2001 | MVEIX vs NAMAX | |
| Clarkston Founders Fund | Mid Cap Value Equities | 6 | -6.99% | Jan 31, 2017 | MVEIX vs CIMDX | |
| Fidelity Value Strategies Fund | Mid Cap Value Equities | 23 | 3.45% | Dec 31, 1983 | MVEIX vs FSLSX | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 75 | 3.31% | Mar 23, 2005 | MVEIX vs VVOIX |
Compare MVEIX with Any Fund or Stock
Compare MVEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.