Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX) Alternatives
Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX) 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 VMVAX. 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 VMVAX
VMVAX charges 0.07% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among VMVAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | VMVAX vs FIMVX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | VMVAX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | VMVAX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | VMVAX vs VMVIX | |
| DFA U.S. Vector Equity Fund | 0.28% | Dec 30, 2005 | VMVAX vs DFVEX |
Best Risk-Adjusted Alternatives to VMVAX
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 | VMVAX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | VMVAX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | VMVAX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | VMVAX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | VMVAX vs VVOAX |
Top Performing VMVAX Alternatives (YTD)
VMVAX 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 | VMVAX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | VMVAX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | VMVAX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | VMVAX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | VMVAX vs HWMIX |
Lowest Volatility Alternatives to VMVAX
VMVAX 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 | VMVAX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | VMVAX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | VMVAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | VMVAX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | VMVAX vs RSVAX |
Lowest Drawdown Alternatives to VMVAX
VMVAX 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 | VMVAX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | VMVAX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | VMVAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | VMVAX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | VMVAX vs CISMX |
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Often Compared With VMVAX
What investors most often compare with VMVAX, based on PortfoliosLab usage data.
Compare VMVAX with Any Fund or Stock
Compare VMVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.