Great-West Mid Cap Value Fund (MXMVX) 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 MXMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXMVX
MXMVX charges 1.15% annually. There are 82 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 | MXMVX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 37.20B | Sep 2011 | MXMVX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | MXMVX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | MXMVX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | MXMVX vs VMVIX |
Best Risk-Adjusted Alternatives to MXMVX
MXMVX has a PortfoliosLab risk / return rank of 85. There are 37 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 97 | — | Mar 2002 | MXMVX vs HAMVX | |
| Harbor Mid Cap Value Fund Retirement Class | 97 | — | Mar 2016 | MXMVX vs HNMVX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 95 | — | Aug 1998 | MXMVX vs NCBVX | |
| Columbia Select Mid Cap Value Fund | 95 | — | Nov 2001 | MXMVX vs NAMAX | |
| Fidelity Advisor Value Strategies Fund Class I | 94 | — | Jul 1995 | MXMVX vs FASOX |
Top Performing MXMVX Alternatives (YTD)
MXMVX is at 19.12% YTD. There are 40 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 30.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 30.49% | — | Dec 1983 | MXMVX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 30.44% | — | Jul 1995 | MXMVX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 30.25% | — | Sep 1996 | MXMVX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 30.06% | — | Aug 1986 | MXMVX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 29.67% | — | Aug 2001 | MXMVX vs FVCSX |
Lowest Volatility Alternatives to MXMVX
MXMVX has 13.27% 1-year volatility. There are 34 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.33% | 37.20B | Sep 2011 | MXMVX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.34% | — | Aug 2006 | MXMVX vs VMVIX | |
| Principal MidCap Value Fund I | 11.74% | — | Dec 2003 | MXMVX vs PVMIX | |
| Victory RS Value Fund | 11.78% | — | Jun 1993 | MXMVX vs RSVAX | |
| American Century Mid Cap Value Fund | 11.79% | 5.65B | Mar 2004 | MXMVX vs ACMVX |
Lowest Drawdown Alternatives to MXMVX
MXMVX has a 1-year max drawdown of -7.45%. There are 15 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 | MXMVX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | MXMVX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | MXMVX vs FIUSX | |
| Harbor Mid Cap Value Fund Retirement Class | -6.84% | — | Mar 2016 | MXMVX vs HNMVX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | MXMVX vs HAMVX |
Other Mutual Funds from Great-West
The 10 most viewed Great-West mutual funds shown here include MXVIX, MXEOX, MXREX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Great-West S&P 500 Index Fund | Large Cap Blend Equities | 62 | 11.46% | — | Sep 2003 | MXMVX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Equities | 57 | 20.82% | — | Jan 2018 | MXMVX vs MXEOX | |
| Great-West Real Estate Index Fund | REIT | 78 | 20.05% | — | Nov 2012 | MXMVX vs MXREX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 86 | 23.16% | — | Dec 1993 | MXMVX vs MXISX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 60 | 6.44% | — | Sep 1999 | MXMVX vs MXDPX | |
| Great-West International Value Fund | Foreign Large Cap Equities | 69 | 11.78% | — | Dec 1993 | MXMVX vs MXIVX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 58 | 12.50% | — | Jan 2011 | MXMVX vs MXINX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 52 | 15.47% | — | Jan 2011 | MXMVX vs MXMDX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 68 | 4.51% | — | Sep 1999 | MXMVX vs MXCPX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 14 | -0.61% | — | Dec 1992 | MXMVX vs MXBIX |
Often Compared With MXMVX
Investors most often compare MXMVX with VVOIX, XLE, MXLGX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare MXMVX with Any Fund or Stock
Compare MXMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXMVX with funds that move differently
Great-West Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXMVX.
Explore MXMVX Diversifiers