Pzena Mid Cap Value Fund (PZVMX) 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 PZVMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PZVMX
PZVMX charges 1.32% annually. There are 99 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 | PZVMX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | PZVMX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | PZVMX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | PZVMX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | PZVMX vs VMVIX |
Best Risk-Adjusted Alternatives to PZVMX
PZVMX has a PortfoliosLab risk / return rank of 10. There are 106 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 92 | — | Nov 2001 | PZVMX vs SMVTX | |
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | PZVMX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | PZVMX vs NAMAX | |
| Delaware Opportunity Fund | 87 | — | Aug 1992 | PZVMX vs FIUSX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 85 | — | Aug 1998 | PZVMX vs NCBVX |
Top Performing PZVMX Alternatives (YTD)
PZVMX is at 10.97% YTD. There are 76 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 25.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 25.14% | — | Nov 2001 | PZVMX vs SMVTX | |
| Invesco V.I. American Value Fund | 24.46% | — | Jan 1997 | PZVMX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.28% | — | Mar 2005 | PZVMX vs VVOIX | |
| Fidelity Value Strategies Fund | 24.18% | — | Dec 1983 | PZVMX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 24.15% | — | Jul 1995 | PZVMX vs FASOX |
Lowest Volatility Alternatives to PZVMX
PZVMX has 19.34% 1-year volatility. There are 112 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.64% | 36.60B | Sep 2011 | PZVMX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.65% | — | Aug 2006 | PZVMX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.66% | — | Dec 2013 | PZVMX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.98% | 5.65B | Mar 2004 | PZVMX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 12.00% | — | Mar 2004 | PZVMX vs ACLAX |
Lowest Drawdown Alternatives to PZVMX
PZVMX has a 1-year max drawdown of -14.13%. There are 112 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 | PZVMX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | PZVMX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | PZVMX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | PZVMX vs HAMVX | |
| Frank Value Fund | -6.95% | — | Jul 2004 | PZVMX vs FRNKX |
Other Mutual Funds from Pzena
The 4 most viewed Pzena mutual funds shown here include PZIEX, PZVEX, PZVIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pzena Emerging Markets Value Fund Institutional Cl... | Emerging Markets Equities | 56 | 10.89% | — | Mar 2014 | PZVMX vs PZIEX | |
| Pzena Emerging Markets Value Fund | Emerging Markets Diversified | 54 | 10.68% | — | Mar 2014 | PZVMX vs PZVEX | |
| Pzena International Small Cap Value Fund | Foreign Small & Mid Cap Equities | 17 | 3.07% | — | Jul 2018 | PZVMX vs PZVIX | |
| Pzena Small Cap Value Fund | Small Cap Value Equities | 20 | 16.34% | — | Apr 2016 | PZVMX vs PZVSX |
Often Compared With PZVMX
Investors most often compare PZVMX with AMDVX, JMVYX, TCVIX. These 16 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare PZVMX with Any Fund or Stock
Compare PZVMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PZVMX with funds that move differently
Pzena Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PZVMX.
Explore PZVMX Diversifiers