The Best Large Cap Blend Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Large Cap Blend Equities mutual funds.

Number of Funds: 415
Avg. Expense Ratio: 0.68%
Avg. Yield: 7.58%
Avg. 1 Year Return: 18.70%
Median Risk/Return Score: 51 / 100

406 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
ACUSX	Advisors Capital US Dividend Fund	Large Cap Blend Equities	Mar 18, 2021	1.95%	5.15%	—	0.00%	39
ADGAX	AB Core Opportunities Fund	Large Cap Blend Equities	Dec 22, 1999	1.09%	3.55%	13.81%	15.11%	25
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	Jan 2, 1990	0.59%	11.82%	18.57%	7.46%	68
AFDAX	American Century Sustainable Equity Fund	Large Cap Blend Equities	Nov 30, 2004	1.04%	5.24%	14.36%	21.87%	29
AFDIX	American Century Large Cap Equity Fund Investor Cl...	Large Cap Blend Equities	Jul 29, 2005	0.79%	5.38%	14.68%	22.02%	30
AFEIX	American Century Large Cap Equity Fund Institution...	Large Cap Blend Equities	Jul 29, 2005	0.59%	5.45%	14.93%	22.17%	30
AFIFX	American Funds Fundamental Investors Class F-1	Large Cap Blend Equities	Mar 15, 2001	0.64%	13.05%	15.22%	7.31%	67
AFNIX	AAM/Bahl & Gaynor Income Growth Fund Class I	Large Cap Blend Equities, Dividend	Jul 5, 2012	0.83%	—	—	31.18%	—
AFOCX	Archer Focus Fund	Large Cap Blend Equities	Dec 31, 2019	3.29%	8.84%	—	2.52%	24
AICFX	The Investment Company of America Class F-1	Large Cap Blend Equities	Jan 2, 1934	0.63%	7.80%	14.51%	9.26%	41
AIGOX	Alger Growth & Income Portfolio	Large Cap Blend Equities	Nov 15, 1988	0.86%	11.66%	15.97%	12.17%	83
AIVSX	American Funds Investment Company of America Class...	Large Cap Blend Equities	Jan 1, 1934	0.55%	7.86%	14.44%	9.29%	42
ALBAX	Alger Growth & Income Fund	Large Cap Blend Equities	Dec 31, 1996	0.98%	10.88%	15.69%	0.73%	83
ALSMX	Archer Multi Cap Fund	Large Cap Blend Equities	Dec 31, 2019	0.96%	25.45%	—	5.71%	86
AMANX	Amana Mutual Funds Trust Income Fund	Large Cap Blend Equities	Jun 23, 1986	1.01%	11.33%	12.55%	4.85%	41
AMFEX	AAMA Equity Fund	Large Cap Blend Equities	Jun 30, 2017	1.17%	12.08%	—	10.70%	89
AMRMX	American Funds American Mutual Fund Class A	Large Cap Blend Equities	Feb 21, 1950	0.58%	7.59%	11.63%	7.06%	51
ANCFX	American Funds Fundamental Investors Class A	Large Cap Blend Equities, Actively Managed	Aug 1, 1978	0.57%	13.09%	15.29%	7.37%	68
AQEAX	Columbia Disciplined Core Fund	Large Cap Blend Equities	Apr 24, 2003	0.97%	3.98%	15.06%	10.91%	37
ARSKX	Archer Stock Fund	Large Cap Blend Equities	Mar 11, 2011	1.23%	9.78%	13.55%	12.24%	59

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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Time Period

Best Large Cap Blend Equities Mutual funds by Risk/Return Score

The top Large Cap Blend Equities Mutual funds by PortfoliosLab Risk/Return Score are VPCCX (96) and VPMAX (94). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	96	17.20B	Dec 2004
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	92.00B	Nov 2001
POSKX	PrimeCap Odyssey Stock Fund	93	—	Nov 2004
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	92	—	Feb 2004
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	91	—	Dec 2018

Best-Performing Large Cap Blend Equities Mutual funds Over 5 Years

The top Large Cap Blend Equities Mutual funds is HDPBX (18.80%). Across the lineup, Large Cap Blend Equities Mutual funds show an average 1-year return of 18.70% and an average 5-year return of 11.01%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
HDPBX	Hodges Blue Chip Equity Income Fund	18.80%	—	Sep 2009
GSPCX	Goldman Sachs Large Cap Equity Fund Class C	18.16%	—	Aug 1997
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	17.72%	—	Jan 1990
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	17.42%	—	Jan 1990
VPCCX	Vanguard PRIMECAP Core Fund	17.07%	17.20B	Dec 2004

Lowest-Cost Large Cap Blend Equities Mutual funds

The top Large Cap Blend Equities Mutual funds is VFFSX (0.01%). With an average expense ratio of 0.68%, Large Cap Blend Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016
SSSYX	State Street Equity 500 Index Fund Class K	0.02%	—	Sep 2014

Highest-Yield Large Cap Blend Equities Mutual funds

The top Large Cap Blend Equities Mutual funds is SAOPX (42.75%). Across the lineup, Large Cap Blend Equities Mutual funds show an average dividend yield of 7.58%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
SAOPX	Barrett Opportunity Fund	42.75%	—	Feb 1979
JENSX	Jensen Quality Growth Fund	40.02%	—	Aug 1992
SLCAX	SEI Institutional Investments Trust Large Cap Fund	34.33%	—	Jun 1996
FPCGX	Fort Pitt Capital Total Return Fund	32.80%	—	Dec 2001
SRFMX	Sarofim Equity Fund	32.76%	—	Jan 2014

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