VMVIX Alternatives & Similar Mutual Funds

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
FIMVX	Fidelity Mid Cap Value Index Fund	0.05%	—	Jul 2019	VMVIX vs FIMVX
VMVAX	Vanguard Mid-Cap Value Index Fund Admiral Shares	0.07%	36.70B	Sep 2011	VMVIX vs VMVAX
VMFVX	Vanguard S&P Mid-Cap 400 Value Index Fund Institut...	0.08%	—	Nov 2010	VMVIX vs VMFVX
MYISX	Victory Integrity Small/Mid-Cap Value Fund	0.09%	—	Jul 2011	VMVIX vs MYISX
DFVEX	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 58. There are 39 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 89.

Symbol	Name	Risk / Return Rank	AUM	Inception
SMVTX	Virtus Ceredex Mid-Cap Value Equity Fund	89	—	Nov 2001	VMVIX vs SMVTX
VVOIX	Invesco Value Opportunities Fund Class Y	87	—	Mar 2005	VMVIX vs VVOIX
VVOAX	Invesco Value Opportunities Fund	87	—	Jun 2001	VMVIX vs VVOAX
UMCVX	Invesco V.I. American Value Fund	87	—	Jan 1997	VMVIX vs UMCVX
HAMVX	Harbor Mid Cap Value Fund	86	—	Mar 2002	VMVIX vs HAMVX

Top Performing VMVIX Alternatives (YTD)

VMVIX is at 10.90% YTD. There are 67 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 24.24%.

Symbol	Name	YTD Return	AUM	Inception
UMCVX	Invesco V.I. American Value Fund	24.24%	—	Jan 1997	VMVIX vs UMCVX
VVOIX	Invesco Value Opportunities Fund Class Y	24.11%	—	Mar 2005	VMVIX vs VVOIX
VVOAX	Invesco Value Opportunities Fund	23.96%	—	Jun 2001	VMVIX vs VVOAX
SMVTX	Virtus Ceredex Mid-Cap Value Equity Fund	21.54%	—	Nov 2001	VMVIX vs SMVTX
FSLSX	Fidelity Value Strategies Fund	21.04%	—	Dec 1983	VMVIX vs FSLSX

Lowest Volatility Alternatives to VMVIX

VMVIX has 11.42% 1-year volatility. There is 1 mutual fund in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.41%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVAX	Vanguard Mid-Cap Value Index Fund Admiral Shares	11.41%	36.70B	Sep 2011	VMVIX vs VMVAX
NMAVX	Nuance Mid Cap Value Fund	11.52%	—	Dec 2013	VMVIX vs NMAVX
PVMIX	Principal MidCap Value Fund I	11.74%	—	Dec 2003	VMVIX vs PVMIX
ACLAX	American Century Mid Cap Value Fund A Class	11.88%	—	Mar 2004	VMVIX vs ACLAX
ACMVX	American Century Mid Cap Value Fund	11.88%	5.65B	Mar 2004	VMVIX vs ACMVX

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
NCBVX	PGIM Quant Solutions Mid-Cap Value Fund	-6.31%	—	Aug 1998	VMVIX vs NCBVX
GTTMX	Glenmede Quantitative U.S. Total Market Equity Por...	-6.51%	—	Dec 2006	VMVIX vs GTTMX
FIUSX	Delaware Opportunity Fund	-6.75%	—	Aug 1992	VMVIX vs FIUSX
HAMVX	Harbor Mid Cap Value Fund	-6.84%	—	Mar 2002	VMVIX vs HAMVX
FRNKX	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	71	11.98%	2.20T	Nov 2000	VMVIX vs VTSAX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	73	11.69%	1.60T	Nov 2000	VMVIX vs VFIAX
VTIAX	Vanguard Total International Stock Index Fund Admi...	Foreign Large Cap Equities	58	15.40%	629.30B	Nov 2010	VMVIX vs VTIAX
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	34	10.82%	365.00B	Nov 2000	VMVIX vs VIGAX
VWELX	Vanguard Wellington Fund Investor Shares	Diversified Portfolio	74	7.11%	121.30B	Jul 1929	VMVIX vs VWELX
VBTLX	Vanguard Total Bond Market Index Fund Admiral Shar...	Total Bond Market	23	0.42%	389.80B	Nov 2001	VMVIX vs VBTLX
VIGIX	Vanguard Growth Index Fund Institutional Shares	Large Cap Growth Equities	34	10.83%	365.00B	May 1998	VMVIX vs VIGIX
VDIGX	Vanguard Dividend Growth Fund	Dividend, Large Cap Blend Equities	11	2.63%	36.80B	May 1992	VMVIX vs VDIGX
VITAX	Vanguard Information Technology Index Fund Admiral...	Technology Equities	81	33.66%	144.20B	Mar 2004	VMVIX vs VITAX
VBIAX	Vanguard Balanced Index Fund Admiral Shares	Diversified Portfolio	76	7.35%	62.30B	Nov 2000	VMVIX vs VBIAX

Often Compared With VMVIX

Investors most often compare VMVIX with VIMAX, FCNTX, VMVLX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VIMAX	Vanguard Mid-Cap Index Fund Admiral Shares	Mid Cap Blend Equities	35	10.54%	213.90B	Nov 2001	VMVIX vs VIMAX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	35	7.76%	176.32B	May 1967	VMVIX vs FCNTX
VMVLX	Vanguard Mega Cap Value Index Fund Institutional S...	Large Cap Value Equities	84	13.01%	—	Mar 2008	VMVIX vs VMVLX
VGT	Vanguard Information Technology ETF	Technology Equities	76	31.64%	144.20B	Mar 2004	VMVIX vs VGT
SXR8.DE	iShares Core S&P 500 UCITS ETF USD (Acc)	S&P 500	67	11.53%	—	May 2010	VMVIX vs SXR8.DE
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	VMVIX vs VOO
IXUS	iShares Core MSCI Total International Stock ETF	Foreign Large Cap Equities	60	14.51%	58.44B	Oct 2012	VMVIX vs IXUS
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	VMVIX vs SPY
VOOG	Vanguard S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	58	13.78%	24.20B	Sep 2010	VMVIX vs VOOG
FLPSX	Fidelity Low-Priced Stock Fund	Mid Cap Value Equities	42	10.04%	—	Dec 1989	VMVIX vs FLPSX
CAAPX	Ariel Appreciation Fund	Mid Cap Value Equities	44	9.88%	—	Dec 1989	VMVIX vs CAAPX
ARFFX	Ariel Focus Fund	Mid Cap Value Equities	83	10.06%	—	Jun 2005	VMVIX vs ARFFX
FCVFX	Fidelity Advisor Value Fund Class C	Mid Cap Value Equities	62	16.20%	—	Dec 2003	VMVIX vs FCVFX
TRMCX	T. Rowe Price Mid-Cap Value Fund	Mid Cap Value Equities	50	15.42%	—	Jun 1996	VMVIX vs TRMCX
FLMVX	JPMorgan Mid Cap Value Fund	Mid Cap Value Equities	24	7.40%	—	Nov 1997	VMVIX vs FLMVX
NAESX	Vanguard Small Cap Index Fund	Small Cap Blend Equities	54	14.87%	—	Oct 1960	VMVIX vs NAESX
BBVSX	Bridge Builder Small/Mid Cap Value Fund	Mid Cap Value Equities	10	12.39%	—	Apr 2015	VMVIX vs BBVSX
FASOX	Fidelity Advisor Value Strategies Fund Class I	Mid Cap Value Equities	76	21.02%	—	Jul 1995	VMVIX vs FASOX
NAMAX	Columbia Select Mid Cap Value Fund	Mid Cap Value Equities	80	18.89%	—	Nov 2001	VMVIX vs NAMAX
MVCKX	MFS Mid Cap Value Fund Class R6	Mid Cap Value Equities	26	9.02%	—	Feb 2013	VMVIX vs MVCKX

Compare VMVIX with Any Fund or Stock

Compare VMVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Vanguard Mid-Cap Value Index Fund (VMVIX) Alternatives