Invesco Value Opportunities Fund Class Y (VVOIX) 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 VVOIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VVOIX
VVOIX charges 0.77% annually. There are 32 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 | VVOIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | VVOIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | VVOIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | VVOIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | VVOIX vs VMVIX |
Best Risk-Adjusted Alternatives to VVOIX
VVOIX has a PortfoliosLab risk / return rank of 82. There are 15 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 91 | — | Nov 2001 | VVOIX vs SMVTX | |
| Harbor Mid Cap Value Fund | 90 | — | Mar 2002 | VVOIX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | VVOIX vs NAMAX | |
| Delaware Opportunity Fund | 87 | — | Aug 1992 | VVOIX vs FIUSX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 85 | — | Aug 1998 | VVOIX vs NCBVX |
Top Performing VVOIX Alternatives (YTD)
VVOIX is at 21.31% YTD. There are 14 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 23.71%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 23.71% | — | Dec 1983 | VVOIX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 23.68% | — | Jul 1995 | VVOIX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 23.52% | — | Sep 1996 | VVOIX vs FSOAX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 23.44% | — | Nov 2001 | VVOIX vs SMVTX | |
| Fidelity Advisor Value Strategies Fund Class M | 23.38% | — | Aug 1986 | VVOIX vs FASPX |
Lowest Volatility Alternatives to VVOIX
VVOIX has 19.36% 1-year volatility. There are 112 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.60%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.60% | 36.60B | Sep 2011 | VVOIX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.60% | — | Aug 2006 | VVOIX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.75% | — | Dec 2013 | VVOIX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.97% | 5.65B | Mar 2004 | VVOIX vs ACMVX | |
| Principal MidCap Value Fund I | 11.98% | — | Dec 2003 | VVOIX vs PVMIX |
Lowest Drawdown Alternatives to VVOIX
VVOIX has a 1-year max drawdown of -9.17%. There are 50 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 | VVOIX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | VVOIX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | VVOIX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | VVOIX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | VVOIX vs VMVAX |
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 | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 55 | 15.92% | — | Oct 2020 | VVOIX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 43 | 10.51% | — | — | VVOIX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 20 | -10.99% | — | Jul 1983 | VVOIX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 11 | 5.51% | — | Jun 2005 | VVOIX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 81 | 21.14% | — | Jun 2001 | VVOIX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 64 | 9.95% | — | Oct 1968 | VVOIX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 86 | 29.12% | — | Jun 1999 | VVOIX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 27 | 3.71% | — | Feb 1988 | VVOIX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 62 | 6.11% | — | Aug 1960 | VVOIX vs ACEIX | |
| Invesco Global Fund | Global Equities | 17 | 6.05% | — | Dec 1969 | VVOIX vs OPPAX |
Often Compared With VVOIX
Investors most often compare VVOIX with HMVYX, TIMVX, ARTQX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare VVOIX with Any Fund or Stock
Compare VVOIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VVOIX with funds that move differently
Invesco Value Opportunities Fund Class Y alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VVOIX.
Explore VVOIX Diversifiers