Invesco Main Street Mid Cap Fund (OPMYX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OPMYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to OPMYX
OPMYX charges 0.81% annually. There are 45 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | OPMYX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | OPMYX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | OPMYX vs FSMAX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.75B | Dec 2017 | OPMYX vs SWMCX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 218.80B | May 1998 | OPMYX vs VMCIX |
Best Risk-Adjusted Alternatives to OPMYX
OPMYX has a PortfoliosLab risk / return rank of 35. There are 88 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | OPMYX vs PFSLX | |
| Destinations Small-Mid Cap Equity Fund | 83 | — | Mar 2017 | OPMYX vs DSMFX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 83 | — | Aug 2015 | OPMYX vs FZFLX | |
| Vanguard Strategic Equity Fund | 83 | 11.50B | Aug 1995 | OPMYX vs VSEQX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 83 | — | Aug 2013 | OPMYX vs FZAMX |
Top Performing OPMYX Alternatives (YTD)
OPMYX is at 11.13% YTD. There are 96 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 46.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 46.57% | — | Jan 2005 | OPMYX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 37.72% | — | Aug 2015 | OPMYX vs FZFLX | |
| Hodges Fund | 32.69% | — | Oct 1992 | OPMYX vs HDPMX | |
| 13D Activist Fund | 27.51% | — | Dec 2011 | OPMYX vs DDDIX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 26.02% | — | Aug 2013 | OPMYX vs FZAMX |
Lowest Volatility Alternatives to OPMYX
OPMYX has 14.19% 1-year volatility. There are 28 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.84%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.84% | — | Dec 2002 | OPMYX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.83% | — | Jul 1999 | OPMYX vs TLVAX | |
| Boston Trust Midcap Fund | 11.93% | — | — | OPMYX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 12.04% | — | Aug 2011 | OPMYX vs WAMFX | |
| Victory RS Investors Fund | 12.11% | — | Nov 2005 | OPMYX vs RSINX |
Lowest Drawdown Alternatives to OPMYX
OPMYX has a 1-year max drawdown of -10.34%. There are 87 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | OPMYX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | OPMYX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | OPMYX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | OPMYX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | OPMYX vs DNLDX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 71 | 20.39% | — | Oct 2020 | OPMYX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 43 | 10.14% | — | — | OPMYX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 23 | -3.25% | — | Jul 1983 | OPMYX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | 9.63% | — | Jun 2005 | OPMYX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 85 | 24.13% | — | Jun 2001 | OPMYX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 63 | 10.38% | — | Oct 1968 | OPMYX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 89 | 32.95% | — | Jun 1999 | OPMYX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 36 | 5.31% | — | Feb 1988 | OPMYX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 63 | 6.66% | — | Aug 1960 | OPMYX vs ACEIX | |
| Invesco Global Fund | Global Equities | 26 | 9.69% | — | Dec 1969 | OPMYX vs OPPAX |
Often Compared With OPMYX
Investors most often compare OPMYX with CPBYX, FLCOX, VEMPX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare OPMYX with Any Fund or Stock
Compare OPMYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair OPMYX with funds that move differently
Invesco Main Street Mid Cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OPMYX.
Explore OPMYX Diversifiers