Invesco V.I. American Value Fund (UMCVX) 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 UMCVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to UMCVX
UMCVX charges 0.89% annually. There are 55 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 | UMCVX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | UMCVX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | UMCVX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | UMCVX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | UMCVX vs VMVIX |
Best Risk-Adjusted Alternatives to UMCVX
UMCVX has a PortfoliosLab risk / return rank of 78. There are 34 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 94 | — | Mar 2002 | UMCVX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 90 | — | Nov 2001 | UMCVX vs NAMAX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 89 | — | Aug 1998 | UMCVX vs NCBVX | |
| Fidelity Mid Cap Value K6 Fund | 88 | — | May 2017 | UMCVX vs FCMVX | |
| Delaware Opportunity Fund | 88 | — | Aug 1992 | UMCVX vs FIUSX |
Top Performing UMCVX Alternatives (YTD)
UMCVX is at 18.35% YTD. There are 30 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 27.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 27.02% | — | Dec 1983 | UMCVX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 26.99% | — | Jul 1995 | UMCVX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 26.80% | — | Sep 1996 | UMCVX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 26.65% | — | Aug 1986 | UMCVX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 26.29% | — | Aug 2001 | UMCVX vs FVCSX |
Lowest Volatility Alternatives to UMCVX
UMCVX has 20.00% 1-year volatility. There are 114 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund | 11.51% | — | Aug 2006 | UMCVX vs VMVIX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.51% | 36.60B | Sep 2011 | UMCVX vs VMVAX | |
| Nuance Mid Cap Value Fund | 11.79% | — | Dec 2013 | UMCVX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.82% | 5.65B | Mar 2004 | UMCVX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.85% | — | Mar 2004 | UMCVX vs ACLAX |
Lowest Drawdown Alternatives to UMCVX
UMCVX has a 1-year max drawdown of -9.69%. There are 71 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 | UMCVX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | UMCVX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | UMCVX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | UMCVX vs HAMVX | |
| Frank Value Fund | -6.95% | — | Jul 2004 | UMCVX vs FRNKX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VAFAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 52 | 17.05% | — | Oct 2020 | UMCVX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 53 | 11.89% | — | — | UMCVX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 11 | 8.10% | — | Jun 2005 | UMCVX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 22 | -11.69% | — | Jul 1983 | UMCVX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 80 | 17.94% | — | Jun 2001 | UMCVX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 76 | 11.85% | — | Oct 1968 | UMCVX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 36 | 8.09% | — | Feb 1988 | UMCVX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 81 | 26.27% | — | Jun 1999 | UMCVX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 74 | 7.39% | — | Aug 1960 | UMCVX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 55 | 12.04% | — | Jul 1997 | UMCVX vs VADDX |
Often Compared With UMCVX
Investors most often compare UMCVX with PMDIX, BBVSX, RPMMX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare UMCVX with Any Fund or Stock
Compare UMCVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair UMCVX with funds that move differently
Invesco V.I. American Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to UMCVX.
Explore UMCVX Diversifiers