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 a closer substitute for your current allocation.
Cheapest Alternatives to NMAVX
NMAVX charges 1.22% annually. There are 92 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 | NMAVX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | NMAVX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | NMAVX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | NMAVX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | NMAVX vs VMVIX |
Best Risk-Adjusted Alternatives to NMAVX
NMAVX has a PortfoliosLab risk / return rank of 23. There are 94 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 90 | — | Mar 2002 | NMAVX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | NMAVX vs NAMAX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 86 | — | Aug 1998 | NMAVX vs NCBVX | |
| Delaware Opportunity Fund | 85 | — | Aug 1992 | NMAVX vs FIUSX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 85 | — | Nov 2001 | NMAVX vs SMVTX |
Top Performing NMAVX Alternatives (YTD)
NMAVX is at 11.45% YTD. There are 93 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 26.44% | — | Dec 1983 | NMAVX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 26.40% | — | Jul 1995 | NMAVX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 26.23% | — | Sep 1996 | NMAVX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 26.06% | — | Aug 1986 | NMAVX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.73% | — | Aug 2001 | NMAVX vs FVCSX |
Lowest Volatility Alternatives to NMAVX
NMAVX has 11.89% 1-year volatility. There are 5 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.53% | 36.60B | Sep 2011 | NMAVX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.54% | — | Aug 2006 | NMAVX vs VMVIX | |
| American Century Mid Cap Value Fund | 11.85% | 5.65B | Mar 2004 | NMAVX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.87% | — | Mar 2004 | NMAVX vs ACLAX | |
| Principal MidCap Value Fund I | 11.87% | — | Dec 2003 | NMAVX vs PVMIX |
Lowest Drawdown Alternatives to NMAVX
NMAVX has a 1-year max drawdown of -9.80%. There are 76 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 | NMAVX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | NMAVX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | NMAVX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | NMAVX vs HAMVX | |
| Frank Value Fund | -6.95% | — | Jul 2004 | NMAVX vs FRNKX |
Other Mutual Funds from Nuance Investments
The 1 most viewed Nuance Investments mutual funds shown here include NCVLX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Nuance Concentrated Value Fund | Large Cap Value Equities | 21 | 11.74% | — | May 2011 | NMAVX vs NCVLX |
Often Compared With NMAVX
Investors most often compare NMAVX with ARFFX, CISMX, CIMDX. These 20 comparison targets span 2 categories, 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.
Pair NMAVX with funds that move differently
Nuance Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NMAVX.
Explore NMAVX Diversifiers