Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares (VMFVX) 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 VMFVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VMFVX
VMFVX charges 0.08% annually. There are 2 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 | VMFVX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 37.20B | Sep 2011 | VMFVX vs VMVAX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | VMFVX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | VMFVX vs VMVIX | |
| DFA U.S. Vector Equity Fund | 0.28% | — | Dec 2005 | VMFVX vs DFVEX |
Best Risk-Adjusted Alternatives to VMFVX
VMFVX has a PortfoliosLab risk / return rank of 54. There are 76 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund Retirement Class | 97 | — | Mar 2016 | VMFVX vs HNMVX | |
| Harbor Mid Cap Value Fund | 96 | — | Mar 2002 | VMFVX vs HAMVX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 94 | — | Aug 1998 | VMFVX vs NCBVX | |
| Columbia Select Mid Cap Value Fund | 92 | — | Nov 2001 | VMFVX vs NAMAX | |
| Fidelity Advisor Value Strategies Fund Class I | 91 | — | Jul 1995 | VMFVX vs FASOX |
Top Performing VMFVX Alternatives (YTD)
VMFVX is at 13.52% YTD. There are 90 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 29.05%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 29.05% | — | Dec 1983 | VMFVX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 29.02% | — | Jul 1995 | VMFVX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 28.83% | — | Sep 1996 | VMFVX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 28.64% | — | Aug 1986 | VMFVX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 28.24% | — | Aug 2001 | VMFVX vs FVCSX |
Lowest Volatility Alternatives to VMFVX
VMFVX has 14.96% 1-year volatility. There are 72 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund | 11.39% | — | Aug 2006 | VMFVX vs VMVIX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.39% | 37.20B | Sep 2011 | VMFVX vs VMVAX | |
| Principal MidCap Value Fund I | 11.80% | — | Dec 2003 | VMFVX vs PVMIX | |
| American Century Mid Cap Value Fund A Class | 11.82% | — | Mar 2004 | VMFVX vs ACLAX | |
| American Century Mid Cap Value Fund | 11.82% | 5.65B | Mar 2004 | VMFVX vs ACMVX |
Lowest Drawdown Alternatives to VMFVX
VMFVX has a 1-year max drawdown of -10.52%. There are 96 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 | VMFVX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | VMFVX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | VMFVX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | VMFVX vs HAMVX | |
| Harbor Mid Cap Value Fund Retirement Class | -6.84% | — | Mar 2016 | VMFVX vs HNMVX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With VMFVX
Investors most often compare VMFVX with SCHD, VOO, VTV. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare VMFVX with Any Fund or Stock
Compare VMFVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VMFVX with funds that move differently
Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VMFVX.
Explore VMFVX Diversifiers