VVOAX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to VVOAX

VVOAX charges 1.22% annually. There are 92 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	VVOAX vs FIMVX
VMVAX	Vanguard Mid-Cap Value Index Fund Admiral Shares	0.07%	37.20B	Sep 2011	VVOAX vs VMVAX
VMFVX	Vanguard S&P Mid-Cap 400 Value Index Fund Institut...	0.08%	—	Nov 2010	VVOAX vs VMFVX
MYISX	Victory Integrity Small/Mid-Cap Value Fund	0.09%	—	Jul 2011	VVOAX vs MYISX
VMVIX	Vanguard Mid-Cap Value Index Fund	0.19%	—	Aug 2006	VVOAX vs VMVIX

Best Risk-Adjusted Alternatives to VVOAX

VVOAX has a PortfoliosLab risk / return rank of 70. There are 55 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
HNMVX	Harbor Mid Cap Value Fund Retirement Class	97	—	Mar 2016	VVOAX vs HNMVX
HAMVX	Harbor Mid Cap Value Fund	97	—	Mar 2002	VVOAX vs HAMVX
NCBVX	PGIM Quant Solutions Mid-Cap Value Fund	94	—	Aug 1998	VVOAX vs NCBVX
NAMAX	Columbia Select Mid Cap Value Fund	92	—	Nov 2001	VVOAX vs NAMAX
FASOX	Fidelity Advisor Value Strategies Fund Class I	92	—	Jul 1995	VVOAX vs FASOX

Top Performing VVOAX Alternatives (YTD)

VVOAX is at 14.99% YTD. There are 69 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 28.77%.

Symbol	Name	YTD Return	AUM	Inception
FSLSX	Fidelity Value Strategies Fund	28.77%	—	Dec 1983	VVOAX vs FSLSX
FASOX	Fidelity Advisor Value Strategies Fund Class I	28.73%	—	Jul 1995	VVOAX vs FASOX
FSOAX	Fidelity Advisor Value Strategies Fund Class A	28.54%	—	Sep 1996	VVOAX vs FSOAX
FASPX	Fidelity Advisor Value Strategies Fund Class M	28.35%	—	Aug 1986	VVOAX vs FASPX
FVCSX	Fidelity Advisor Value Strategies Fund Class C	27.96%	—	Aug 2001	VVOAX vs FVCSX

Lowest Volatility Alternatives to VVOAX

VVOAX has 20.04% 1-year volatility. There are 112 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.35%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVAX	Vanguard Mid-Cap Value Index Fund Admiral Shares	11.35%	37.20B	Sep 2011	VVOAX vs VMVAX
VMVIX	Vanguard Mid-Cap Value Index Fund	11.36%	—	Aug 2006	VVOAX vs VMVIX
PVMIX	Principal MidCap Value Fund I	11.76%	—	Dec 2003	VVOAX vs PVMIX
ACMVX	American Century Mid Cap Value Fund	11.79%	5.65B	Mar 2004	VVOAX vs ACMVX
ACLAX	American Century Mid Cap Value Fund A Class	11.79%	—	Mar 2004	VVOAX vs ACLAX

Lowest Drawdown Alternatives to VVOAX

VVOAX has a 1-year max drawdown of -10.22%. There are 90 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	VVOAX vs NCBVX
GTTMX	Glenmede Quantitative U.S. Total Market Equity Por...	-6.51%	—	Dec 2006	VVOAX vs GTTMX
FIUSX	Delaware Opportunity Fund	-6.75%	—	Aug 1992	VVOAX vs FIUSX
HNMVX	Harbor Mid Cap Value Fund Retirement Class	-6.84%	—	Mar 2016	VVOAX vs HNMVX
HAMVX	Harbor Mid Cap Value Fund	-6.84%	—	Mar 2002	VVOAX vs HAMVX

Other Mutual Funds from Invesco

The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
IVNQX	Invesco Nasdaq 100 Index Fund	Large Cap Growth Equities	36	12.16%	—	Oct 2020	VVOAX vs IVNQX
VADAX	Invesco Equally-Weighted S&P 500 Fund Class A	Large Cap Blend Equities	65	12.90%	—	Jul 1997	VVOAX vs VADAX
OPGSX	Invesco Gold & Special Minerals Fund	Gold, Precious Metals	27	-11.62%	—	Jul 1983	VVOAX vs OPGSX
VAFAX	Invesco American Franchise Fund Class A	Large Cap Growth Equities	8	3.77%	—	Jun 2005	VVOAX vs VAFAX
ACSTX	Invesco Comstock Fund	Large Cap Value Equities	84	13.00%	—	Oct 1968	VVOAX vs ACSTX
VSCAX	Invesco Small Cap Value Fund	Small Cap Value Equities	76	22.92%	—	Jun 1999	VVOAX vs VSCAX
MSIGX	Invesco Main Street Fund	Large Cap Blend Equities	32	6.96%	—	Feb 1988	VVOAX vs MSIGX
ACEIX	Invesco Equity and Income Fund	Diversified Portfolio	76	7.85%	—	Aug 1960	VVOAX vs ACEIX
VADDX	Invesco Equally-Weighted S&P 500 Fund	S&P 500	66	13.07%	—	Jul 1997	VVOAX vs VADDX
OPPAX	Invesco Global Fund	Global Equities	15	3.45%	—	Dec 1969	VVOAX vs OPPAX

Often Compared With VVOAX

Investors most often compare VVOAX with SPY, SCHD, BA. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	VVOAX vs SPY
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.36%	104.16B	Oct 2011	VVOAX vs SCHD
BA	The Boeing Company		48	7.54%	—	—	VVOAX vs BA
AADAX	Invesco Select Risk: Growth Investor Fund	Diversified Portfolio	63	10.30%	—	Apr 2004	VVOAX vs AADAX
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	59	10.10%	1.70T	Nov 2000	VVOAX vs VFIAX
VGT	Vanguard Information Technology ETF	Technology Equities	60	22.47%	169.20B	Mar 2004	VVOAX vs VGT
AVMV	Avantis U.S. Mid Cap Value ETF	Mid Cap Value Equities	85	16.25%	737.03M	Nov 2023	VVOAX vs AVMV
GAFFX	American Funds Growth Fund of Amer F3	Large Cap Growth Equities	19	5.79%	—	Aug 2008	VVOAX vs GAFFX
NEAGX	Needham Aggressive Growth Fund Retail Class	Small Cap Growth Equities	53	33.20%	—	Sep 2001	VVOAX vs NEAGX
QRPNX	AQR Alternative Risk Premia Fund Class N	Multistrategy	98	22.58%	—	Sep 2017	VVOAX vs QRPNX
EICOX	Eaton Vance Emerging and Frontier Countries Equity...	Emerging Markets Equities	54	18.12%	—	Nov 2014	VVOAX vs EICOX
^GSPC	S&P 500 Index		79	11.03%	—	—	VVOAX vs ^GSPC
PRWAX	T. Rowe Price All-Cap Opportunities Fund	Large Cap Growth Equities	10	-0.23%	—	Sep 1985	VVOAX vs PRWAX
LAGWX	Lord Abbett Developing Growth Fund	Small Cap Growth Equities	37	18.73%	—	Oct 1973	VVOAX vs LAGWX
NQVRX	Nuveen Multi Cap Value Fund	Mid Cap Value Equities	89	17.78%	—	Nov 1997	VVOAX vs NQVRX
IGNAX	Delaware Ivy Natural Resources Fund	Energy Equities	87	13.92%	—	Jan 1997	VVOAX vs IGNAX
EKBAX	Allspring Diversified Capital Builder Fund	Diversified Portfolio	88	29.72%	—	Jan 1998	VVOAX vs EKBAX
SPIDX	Invesco S&P 500 Index Fund	S&P 500	57	9.94%	—	Sep 1997	VVOAX vs SPIDX
FGINX	Delaware Growth and Income Fund	Large Cap Value Equities	98	23.27%	—	Oct 1993	VVOAX vs FGINX
VAFIX	Invesco American Franchise Fund Class Y	Large Cap Growth Equities	8	3.93%	—	Jun 2005	VVOAX vs VAFIX

Compare VVOAX with Any Fund or Stock

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

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Pair VVOAX with funds that move differently

Invesco Value Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VVOAX.

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Invesco Value Opportunities Fund (VVOAX) Alternatives