Vanguard Mid-Cap Value Index Fund (VMVIX) 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 VMVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VMVIX
VMVIX charges 0.19% annually. There are 4 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 | VMVIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | VMVIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | VMVIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | VMVIX vs MYISX | |
| DFA U.S. Vector Equity Fund | 0.28% | — | Dec 2005 | VMVIX vs DFVEX |
Best Risk-Adjusted Alternatives to VMVIX
VMVIX has a PortfoliosLab risk / return rank of 77. There are 23 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 90 | — | Mar 2002 | VMVIX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | VMVIX vs NAMAX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 86 | — | Aug 1998 | VMVIX vs NCBVX | |
| Delaware Opportunity Fund | 85 | — | Aug 1992 | VMVIX vs FIUSX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 85 | — | Nov 2001 | VMVIX vs SMVTX |
Top Performing VMVIX Alternatives (YTD)
VMVIX is at 14.63% YTD. There are 53 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 26.44% | — | Dec 1983 | VMVIX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 26.40% | — | Jul 1995 | VMVIX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 26.23% | — | Sep 1996 | VMVIX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 26.06% | — | Aug 1986 | VMVIX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.73% | — | Aug 2001 | VMVIX vs FVCSX |
Lowest Volatility Alternatives to VMVIX
VMVIX has 11.54% 1-year volatility. There is 1 mutual fund in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.53% | 36.60B | Sep 2011 | VMVIX vs VMVAX | |
| American Century Mid Cap Value Fund | 11.85% | 5.65B | Mar 2004 | VMVIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.87% | — | Mar 2004 | VMVIX vs ACLAX | |
| Principal MidCap Value Fund I | 11.87% | — | Dec 2003 | VMVIX vs PVMIX | |
| American Century Mid Cap Value R6 | 11.89% | — | Jul 2013 | VMVIX vs AMDVX |
Lowest Drawdown Alternatives to VMVIX
VMVIX has a 1-year max drawdown of -6.96%. There are 6 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 | VMVIX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | VMVIX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | VMVIX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | VMVIX vs HAMVX | |
| Frank Value Fund | -6.95% | — | Jul 2004 | VMVIX 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 VMVIX
Investors most often compare VMVIX with VIMAX, VMVLX, FCNTX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare VMVIX with Any Fund or Stock
Compare VMVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VMVIX with funds that move differently
Vanguard Mid-Cap Value Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VMVIX.
Explore VMVIX Diversifiers