Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | THRIVENT CORE MID CAP VALUE FUND cheaper | 87% | 0.05% | Thrivent Asset Management, LLC |
| 2 | THRIVENT MID CAP VALUE PORTFOLIO cheaper diff. adviser | 81% | 0.89% | Thrivent Financial for Lutherans |
| 3 | Thrivent Mid Cap Value ETF · TMVE cheaper | 79% | 0.55% | — |
| 4 | THRIVENT LARGE CAP VALUE PORTFOLIO cheaper diff. adviser | 29% | 0.63% | Thrivent Financial for Lutherans |
| 5 | THRIVENT LARGE CAP VALUE FUND · AAUTX, TLVIX cheaper | 29% | 0.56% | Thrivent Asset Management, LLC |
| 6 | Fidelity Advisor Equity Income Fund · FEIAX, FEICX, FEIRX, EQPIX, FZAGX cheaper diff. adviser | 15% | 0.47% | Fidelity Management & Research Company LLC |
| 7 | Timothy Plan High Dividend Stock ETF · TPHD cheaper diff. adviser | 15% | 0.52% | Timothy Partners Ltd. |
| 8 | Timothy Plan High Dividend Stock Enhanced ETF · TPHE cheaper diff. adviser | 14% | 0.52% | Timothy Partners Ltd. |
| 9 | MOA MID CAP VALUE FUND cheaper diff. adviser | 14% | 0.69% | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC |
| 10 | Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund · TMFCX, TCVYX, TCVIX, TCVAX cheaper | 14% | 0.84% | — |
| 11 | Victory Pioneer Mid Cap Value Fund · PCGRX, PCCGX, PMCKX, PYCGX cheaper diff. adviser | 14% | 0.82% | Victory Capital Management Inc. |
| 12 | LVIP JPMorgan Mid Cap Value Fund cheaper diff. adviser | 13% | 0.73% | Lincoln Financial Investments Corporation |
| 13 | JPMorgan Mid Cap Value Fund · JMVSX, FLMVX, JAMCX, JCMVX, JMVZX, JMVRX, JMVYX, JMVPX, JMVQX cheaper diff. adviser | 13% | 0.60% | J.P. Morgan Investment Management, Inc. |
| 14 | VANGUARD MID-CAP VALUE INDEX FUND · VMVIX, VOE, VMVAX cheaper diff. adviser | 13% | 0.05% | The Vanguard Group, Inc. |
| 15 | VY(R) JPMORGAN MID CAP VALUE PORTFOLIO · IJMAX, IJMIX, IJMSX, IJPMX cheaper diff. adviser | 13% | 0.85% | Voya Investments, LLC |
| 16 | LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund cheaper diff. adviser | 13% | 0.77% | Lincoln Financial Investments Corporation |
| 17 | Franklin U.S. Low Volatility High Dividend Index ETF · LVHD cheaper diff. adviser | 13% | 0.27% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 18 | PGIM Quant Solutions Mid-Cap Value Fund · SPRAX, NCBVX, SPVZX, PMVQX, SDVRX, PMVEX, PMVFX cheaper diff. adviser | 13% | 0.73% | PGIM INVESTMENTS LLC |
| 19 | William Blair Mid Cap Value Fund · WVMIX, WVMRX cheaper diff. adviser | 13% | 0.70% | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
| 20 | LVIP American Century Mid Cap Value Fund cheaper diff. adviser | 13% | 0.76% | Lincoln Financial Investments Corporation |
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