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 a closer substitute for your current allocation.
Cheapest Alternatives to MVEIX
MVEIX charges 1.45% annually. There are 103 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 | MVEIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.70B | Sep 2011 | MVEIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | MVEIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | MVEIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | MVEIX vs VMVIX |
Best Risk-Adjusted Alternatives to MVEIX
MVEIX has a PortfoliosLab risk / return rank of 69. There are 16 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 87 | — | Nov 2001 | MVEIX vs SMVTX | |
| Harbor Mid Cap Value Fund | 84 | — | Mar 2002 | MVEIX vs HAMVX | |
| Ariel Focus Fund | 82 | — | Jun 2005 | MVEIX vs ARFFX | |
| Invesco Value Opportunities Fund Class Y | 81 | — | Mar 2005 | MVEIX vs VVOIX | |
| Invesco V.I. American Value Fund | 80 | — | Jan 1997 | MVEIX vs UMCVX |
Top Performing MVEIX Alternatives (YTD)
MVEIX is at 13.64% YTD. There are 37 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 20.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 20.64% | — | Dec 1983 | MVEIX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 20.62% | — | Jul 1995 | MVEIX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 20.50% | — | Sep 1996 | MVEIX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 20.37% | — | Aug 1986 | MVEIX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 20.11% | — | Aug 2001 | MVEIX vs FVCSX |
Lowest Volatility Alternatives to MVEIX
MVEIX has 12.35% 1-year volatility. There are 18 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund | 11.41% | — | Aug 2006 | MVEIX vs VMVIX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.41% | 36.70B | Sep 2011 | MVEIX vs VMVAX | |
| Nuance Mid Cap Value Fund | 11.54% | — | Dec 2013 | MVEIX vs NMAVX | |
| Principal MidCap Value Fund I | 11.73% | — | Dec 2003 | MVEIX vs PVMIX | |
| American Century Mid Cap Value Fund | 11.87% | 5.65B | Mar 2004 | MVEIX vs ACMVX |
Lowest Drawdown Alternatives to MVEIX
MVEIX has a 1-year max drawdown of -8.33%. There are 29 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 | MVEIX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | MVEIX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | MVEIX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | MVEIX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.70B | Sep 2011 | MVEIX vs VMVAX |
Other Mutual Funds from Monteagle Funds
The 2 most viewed Monteagle Funds mutual funds shown here include BIGTX, HEQFX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| The Texas Fund | Mid Cap Blend Equities | 80 | 24.51% | — | Sep 2013 | MVEIX vs BIGTX | |
| Monteagle Opportunity Equity Fund | Mid Cap Blend Equities | 36 | 9.01% | — | Jun 1998 | MVEIX vs HEQFX |
Often Compared With MVEIX
Investors most often compare MVEIX with FCNTX, TCVIX, RSVAX. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare MVEIX with Any Fund or Stock
Compare MVEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MVEIX with funds that move differently
Monteagle Select Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MVEIX.
Explore MVEIX Diversifiers