Invesco Value Opportunities Fund (VVOAX) Alternatives
Invesco Value Opportunities Fund (VVOAX) 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 VVOAX. 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 VVOAX
VVOAX charges 1.22% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among VVOAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | VVOAX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | VVOAX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | VVOAX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | VVOAX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | VVOAX vs VMVIX |
Best Risk-Adjusted Alternatives to VVOAX
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 | VVOAX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | VVOAX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | VVOAX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | VVOAX vs UMCVX | |
| Invesco Value Opportunities Fund Class Y | 75 | Mar 23, 2005 | VVOAX vs VVOIX |
Top Performing VVOAX Alternatives (YTD)
VVOAX 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 | VVOAX vs SMVTX | |
| Fidelity Value Strategies Fund | 6.38% | Dec 31, 1983 | VVOAX vs FSLSX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | VVOAX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | VVOAX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | VVOAX vs TCVIX |
Lowest Volatility Alternatives to VVOAX
VVOAX 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 | VVOAX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | VVOAX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | VVOAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | VVOAX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | VVOAX vs RSVAX |
Lowest Drawdown Alternatives to VVOAX
VVOAX 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 | VVOAX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | VVOAX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | VVOAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | VVOAX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | VVOAX vs CISMX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 61 | -5.88% | Oct 13, 2020 | VVOAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 31 | 0.54% | — | VVOAX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 22 | -9.70% | Jun 23, 2005 | VVOAX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 94 | 6.89% | Jul 18, 1983 | VVOAX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 41 | 0.00% | Oct 7, 1968 | VVOAX vs ACSTX | |
| Invesco Global Fund | Global Equities | 14 | -9.72% | Dec 21, 1969 | VVOAX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 26 | -6.99% | Feb 3, 1988 | VVOAX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 62 | 0.54% | Aug 2, 1960 | VVOAX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 32 | 0.61% | Jul 28, 1997 | VVOAX vs VADDX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 77 | 9.80% | Jun 21, 1999 | VVOAX vs VSCAX |
Often Compared With VVOAX
What investors most often compare with VVOAX, based on PortfoliosLab usage data.
Compare VVOAX with Any Fund or Stock
Compare VVOAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.