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% | 36.70B | 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 87. There are 3 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 89 | — | Nov 2001 | UMCVX vs SMVTX | |
| Invesco Value Opportunities Fund Class Y | 87 | — | Mar 2005 | UMCVX vs VVOIX | |
| Invesco Value Opportunities Fund | 87 | — | Jun 2001 | UMCVX vs VVOAX | |
| Harbor Mid Cap Value Fund | 86 | — | Mar 2002 | UMCVX vs HAMVX | |
| Ariel Focus Fund | 83 | — | Jun 2005 | UMCVX vs ARFFX |
Top Performing UMCVX Alternatives (YTD)
UMCVX is at 24.24% YTD. No mutual funds in the Mid Cap Value Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 24.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Value Opportunities Fund Class Y | 24.11% | — | Mar 2005 | UMCVX vs VVOIX | |
| Invesco Value Opportunities Fund | 23.96% | — | Jun 2001 | UMCVX vs VVOAX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 21.54% | — | Nov 2001 | UMCVX vs SMVTX | |
| Fidelity Value Strategies Fund | 21.04% | — | Dec 1983 | UMCVX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 21.02% | — | Jul 1995 | UMCVX vs FASOX |
Lowest Volatility Alternatives to UMCVX
UMCVX has 18.18% 1-year volatility. There are 109 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.41% | 36.70B | Sep 2011 | UMCVX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.42% | — | Aug 2006 | UMCVX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.52% | — | Dec 2013 | UMCVX vs NMAVX | |
| Principal MidCap Value Fund I | 11.74% | — | Dec 2003 | UMCVX vs PVMIX | |
| American Century Mid Cap Value Fund A Class | 11.88% | — | 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 | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.70B | Sep 2011 | UMCVX vs VMVAX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 76 | 21.57% | — | Oct 2020 | UMCVX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 41 | 9.93% | — | — | UMCVX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 28 | 3.54% | — | Jul 1983 | UMCVX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | 9.63% | — | Jun 2005 | UMCVX vs VAFAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 59 | 9.14% | — | Oct 1968 | UMCVX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 41 | 6.01% | — | Feb 1988 | UMCVX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 89 | 31.33% | — | Jun 1999 | UMCVX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 67 | 6.02% | — | Aug 1960 | UMCVX vs ACEIX | |
| Invesco Global Fund | Global Equities | 25 | 9.82% | — | Dec 1969 | UMCVX vs OPPAX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 42 | 10.05% | — | Jul 1997 | UMCVX vs VADDX |
Often Compared With UMCVX
Investors most often compare UMCVX with NAMAX, FSOAX, PMDIX. 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