Vanguard Mid-Cap Value Index Fund (VMVIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to VMVIX
VMVIX charges 0.19% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among VMVIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | VMVIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | VMVIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | VMVIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | VMVIX vs MYISX | |
| DFA U.S. Vector Equity Fund | 0.28% | Dec 30, 2005 | VMVIX vs DFVEX |
Best Risk-Adjusted Alternatives to VMVIX
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 | VMVIX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | VMVIX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | VMVIX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | VMVIX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | VMVIX vs VVOAX |
Top Performing VMVIX Alternatives (YTD)
VMVIX 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 | VMVIX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | VMVIX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | VMVIX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | VMVIX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | VMVIX vs HWMIX |
Lowest Volatility Alternatives to VMVIX
VMVIX 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 | VMVIX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | VMVIX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | VMVIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | VMVIX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | VMVIX vs RSVAX |
Lowest Drawdown Alternatives to VMVIX
VMVIX 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 | VMVIX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | VMVIX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | VMVIX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | VMVIX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | VMVIX vs CISMX |
Other Mutual Funds from Vanguard
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Often Compared With VMVIX
What investors most often compare with VMVIX, 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.