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The Best Large Cap Value Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of 342 Large Cap Value Equities mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.


Year-to-Date Return

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10-Year Annualized Return

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Sharpe Ratio

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Omega ratio

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Sortino ratio

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Calmar ratio

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Ulcer Index

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10Y Volatility

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Maximum Drawdown

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Dividend Yield

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SymbolFull nameCategoryInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
AADEXAmerican Beacon Large Cap Value FundLarge Cap Value EquitiesJul 17, 19870.63%-1.9%8.3%12.0%-59.6%-0.1
AAUTXThrivent Large Cap Value FundLarge Cap Value EquitiesOct 29, 19990.86%-1.7%7.4%6.2%-55.8%-0.1
ABCVXAmerican Beacon The London Company Income Equity FundLarge Cap Value EquitiesMay 29, 20121.07%-0.9%8.5%5.0%-33.3%-0.2
ABVYXAB Value FundLarge Cap Value EquitiesMar 29, 20010.70%5.0%6.7%13.0%-64.0%0.2
ACEHXInvesco Exchange FundLarge Cap Value EquitiesDec 16, 19760.54%-7.1%6.2%4.2%-48.7%-0.3
ACGIXInvesco Growth and Income FundLarge Cap Value EquitiesAug 1, 19460.80%-1.3%7.2%12.8%-55.4%-0.1
ACIIXAmerican Century Equity Income Fund Class ILarge Cap Value EquitiesJul 8, 19980.72%-0.5%8.3%9.6%-39.2%-0.0
ACSTXInvesco Comstock FundLarge Cap Value EquitiesOct 7, 19680.80%-1.3%7.8%13.7%-61.0%-0.1
ACTIXAdvisors Capital Tactical Fixed Income FundLarge Cap Value EquitiesFeb 1, 20212.09%0.9%7.7%1.1%-59.4%-0.3
ADEIXAncora Dividend Value Equity FundLarge Cap Value EquitiesMay 7, 20191.21%0.3%8.6%1.7%-34.7%-0.1
ADLVXAdler Value FundLarge Cap Value EquitiesAug 16, 20181.29%-5.4%6.4%7.3%-40.7%-0.4
ADVGXNorth Square Advisory Research Small Cap Value FundLarge Cap Value EquitiesNov 16, 20090.95%-2.0%7.6%7.0%-41.3%-0.1
AFMFXAmerican Funds American Mutual Fund Class F-3Large Cap Value EquitiesFeb 21, 19500.27%-0.3%9.2%5.8%-29.8%-0.0
AFVLXApplied Finance Select FundLarge Cap Value EquitiesFeb 1, 20171.48%2.7%11.3%1.0%-36.3%0.0
ALVIXAmerican Century Investments Focused Large Cap Value FundLarge Cap Value EquitiesJul 30, 19990.83%-1.3%8.2%13.1%-59.7%0.1
ANVIXVirtus NFJ Large-Cap Value FundLarge Cap Value EquitiesMay 8, 20000.74%2.0%7.6%20.7%-62.5%-0.2
APFWXArtisan Value Income FundLarge Cap Value EquitiesFeb 28, 20221.20%-0.8%-7.4%3.0%-19.0%-0.3
ARDEXAMG River Road Dividend All Cap Value FundLarge Cap Value EquitiesJun 28, 20050.97%-5.6%6.3%15.8%-49.0%-0.4
ARDGXArcher Dividend Growth FundLarge Cap Value EquitiesSep 1, 20161.22%-6.9%16.1%3.6%-38.2%-0.6
ARTLXArtisan Value FundLarge Cap Value EquitiesMar 27, 20061.05%8.5%8.8%16.4%-57.9%0.2

1–20 of 342

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.

0%Annualized Volatility0%Annualized Return

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