Nuance Mid Cap Value Fund (NMAVX) Alternatives
Nuance Mid Cap Value Fund (NMAVX) 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 NMAVX. 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 NMAVX
NMAVX charges 1.22% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among NMAVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | NMAVX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | NMAVX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | NMAVX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | NMAVX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | NMAVX vs VMVIX |
Best Risk-Adjusted Alternatives to NMAVX
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 | NMAVX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | NMAVX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | NMAVX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | NMAVX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | NMAVX vs VVOAX |
Top Performing NMAVX Alternatives (YTD)
NMAVX 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 | NMAVX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | NMAVX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | NMAVX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | NMAVX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | NMAVX vs HWMIX |
Lowest Volatility Alternatives to NMAVX
NMAVX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | NMAVX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | NMAVX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | NMAVX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | NMAVX vs RSVAX | |
| Vanguard Mid-Cap Value Index Fund | 16.33% | Aug 17, 2006 | NMAVX vs VMVIX |
Lowest Drawdown Alternatives to NMAVX
NMAVX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | NMAVX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | NMAVX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | NMAVX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | NMAVX vs CISMX | |
| Clarkston Founders Fund | -11.30% | Jan 31, 2017 | NMAVX vs CIMDX |
Other Mutual Funds from Nuance Investments
Most popular Nuance Investments mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Nuance Concentrated Value Fund | Large Cap Value Equities | 24 | 0.08% | May 31, 2011 | NMAVX vs NCVLX |
Often Compared With NMAVX
What investors most often compare with NMAVX, based on PortfoliosLab usage data.
Compare NMAVX with Any Fund or Stock
Compare NMAVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.