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 a closer substitute for your current allocation.
Cheapest Alternatives to VMVAX
VMVAX charges 0.07% annually. There is 1 mutual fund in the Mid Cap Value Equities category with a lower expense ratio, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | VMVAX vs FIMVX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | VMVAX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | VMVAX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | VMVAX vs VMVIX | |
| DFA U.S. Vector Equity Fund | 0.28% | — | Dec 2005 | VMVAX vs DFVEX |
Best Risk-Adjusted Alternatives to VMVAX
VMVAX has a PortfoliosLab risk / return rank of 65. There are 38 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 92 | — | Nov 2001 | VMVAX vs SMVTX | |
| Harbor Mid Cap Value Fund | 88 | — | Mar 2002 | VMVAX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | VMVAX vs NAMAX | |
| Delaware Opportunity Fund | 87 | — | Aug 1992 | VMVAX vs FIUSX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 85 | — | Aug 1998 | VMVAX vs NCBVX |
Top Performing VMVAX Alternatives (YTD)
VMVAX is at 11.66% YTD. There are 66 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 25.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 25.14% | — | Nov 2001 | VMVAX vs SMVTX | |
| Invesco V.I. American Value Fund | 24.46% | — | Jan 1997 | VMVAX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 24.28% | — | Mar 2005 | VMVAX vs VVOIX | |
| Fidelity Value Strategies Fund | 24.18% | — | Dec 1983 | VMVAX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 24.15% | — | Jul 1995 | VMVAX vs FASOX |
Lowest Volatility Alternatives to VMVAX
VMVAX has 11.64% 1-year volatility. No mutual funds in the Mid Cap Value Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 11.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund | 11.65% | — | Aug 2006 | VMVAX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.66% | — | Dec 2013 | VMVAX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.98% | 5.65B | Mar 2004 | VMVAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 12.00% | — | Mar 2004 | VMVAX vs ACLAX | |
| American Century Mid Cap Value R6 | 12.01% | — | Jul 2013 | VMVAX vs AMDVX |
Lowest Drawdown Alternatives to VMVAX
VMVAX has a 1-year max drawdown of -6.95%. There are 4 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 | VMVAX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | VMVAX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | VMVAX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | VMVAX vs HAMVX | |
| Frank Value Fund | -6.95% | — | Jul 2004 | VMVAX vs FRNKX |
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 VMVAX
Investors most often compare VMVAX with VMGMX, VOE, VEMPX. These 20 comparison targets span 10 categories, 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.
Pair VMVAX with funds that move differently
Vanguard Mid-Cap Value Index Fund Admiral Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VMVAX.
Explore VMVAX Diversifiers