Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Shares (VMFVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VMFVX
VMFVX charges 0.08% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among VMFVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | VMFVX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | VMFVX vs VMVAX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | VMFVX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | VMFVX vs VMVIX | |
| DFA U.S. Vector Equity Fund | 0.28% | Dec 30, 2005 | VMFVX vs DFVEX |
Best Risk-Adjusted Alternatives to VMFVX
Among mutual funds in the Mid Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | VMFVX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | VMFVX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | VMFVX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | VMFVX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | VMFVX vs VVOAX |
Top Performing VMFVX Alternatives (YTD)
VMFVX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | VMFVX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | VMFVX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | VMFVX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | VMFVX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | VMFVX vs HWMIX |
Lowest Volatility Alternatives to VMFVX
VMFVX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | VMFVX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | VMFVX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | VMFVX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | VMFVX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | VMFVX vs RSVAX |
Lowest Drawdown Alternatives to VMFVX
VMFVX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | VMFVX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | VMFVX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | VMFVX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | VMFVX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | VMFVX vs CISMX |
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Often Compared With VMFVX
What investors most often compare with VMFVX, 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.