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 | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | VVOAX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | VVOAX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | VVOAX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | VVOAX vs MYISX | |
| 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 79. There are 27 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 92 | — | Mar 2002 | VVOAX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 89 | — | Nov 2001 | VVOAX vs NAMAX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 88 | — | Aug 1998 | VVOAX vs NCBVX | |
| Delaware Opportunity Fund | 86 | — | Aug 1992 | VVOAX vs FIUSX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | — | Nov 2001 | VVOAX vs SMVTX |
Top Performing VVOAX Alternatives (YTD)
VVOAX is at 18.62% YTD. There are 32 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 26.40% | — | Dec 1983 | VVOAX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 26.38% | — | Jul 1995 | VVOAX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 26.21% | — | Sep 1996 | VVOAX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 26.04% | — | Aug 1986 | VVOAX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.70% | — | Aug 2001 | VVOAX vs FVCSX |
Lowest Volatility Alternatives to VVOAX
VVOAX has 19.67% 1-year volatility. There are 111 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.52% | 36.60B | Sep 2011 | VVOAX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.52% | — | Aug 2006 | VVOAX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.81% | — | Dec 2013 | VVOAX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.83% | 5.65B | Mar 2004 | VVOAX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.85% | — | Mar 2004 | VVOAX vs ACLAX |
Lowest Drawdown Alternatives to VVOAX
VVOAX has a 1-year max drawdown of -9.21%. There are 52 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 | VVOAX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | VVOAX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | VVOAX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | VVOAX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | VVOAX vs VMVAX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VAFAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 51 | 16.09% | — | Oct 2020 | VVOAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 48 | 12.53% | — | — | VVOAX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 10 | 6.07% | — | Jun 2005 | VVOAX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 21 | -12.38% | — | Jul 1983 | VVOAX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 72 | 12.21% | — | Oct 1968 | VVOAX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 33 | 6.92% | — | Feb 1988 | VVOAX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 79 | 26.16% | — | Jun 1999 | VVOAX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 68 | 7.30% | — | Aug 1960 | VVOAX vs ACEIX | |
| Invesco Global Fund | Global Equities | 17 | 5.97% | — | Dec 1969 | VVOAX vs OPPAX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 50 | 12.68% | — | Jul 1997 | VVOAX vs VADDX |
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.
Compare VVOAX with Any Fund or Stock
Compare VVOAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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.
Explore VVOAX Diversifiers