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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 356 Large Cap Value Equities mutual funds.

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


Category: Large Cap Value Equities
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AADEX
American Beacon Large Cap Value FundLarge Cap Value EquitiesJul 17, 19870.63%
7.97%
8.59%
4.89%
Thrivent Large Cap Value FundLarge Cap Value EquitiesOct 29, 19990.86%
6.50%
7.74%
3.03%
American Beacon The London Company Income Equity F...Large Cap Value EquitiesMay 29, 20121.07%
4.80%
8.08%
2.41%
AB Value FundLarge Cap Value EquitiesMar 29, 20010.70%
9.51%
6.87%
4.52%
Invesco Exchange FundLarge Cap Value EquitiesDec 16, 19760.54%
-2.04%
4.38%
2.53%
Invesco Growth and Income FundLarge Cap Value EquitiesAug 1, 19460.80%
7.09%
7.43%
12.54%
American Century Equity Income Fund Class ILarge Cap Value EquitiesJul 8, 19980.72%
3.13%
7.77%
8.01%
Invesco Comstock FundLarge Cap Value EquitiesOct 7, 19680.80%
7.38%
8.03%
7.88%
Advisors Capital Tactical Fixed Income FundLarge Cap Value EquitiesFeb 1, 20212.09%
1.19%
6.25%
2.41%
Ancora Dividend Value Equity FundLarge Cap Value EquitiesMay 7, 20191.21%
6.66%
1.22%
Adler Value FundLarge Cap Value EquitiesAug 16, 20181.29%
2.20%
1.16%
North Square Advisory Research Small Cap Value Fun...Large Cap Value EquitiesNov 16, 20090.95%
2.98%
8.35%
0.83%
American Funds American Mutual Fund Class F-3Large Cap Value EquitiesFeb 21, 19500.27%
8.08%
3.82%
Applied Finance Select FundLarge Cap Value EquitiesFeb 1, 20171.48%
5.73%
1.12%
American Century Investments Focused Large Cap Val...Large Cap Value EquitiesJul 30, 19990.83%
3.45%
7.48%
3.61%
Virtus NFJ Large-Cap Value FundLarge Cap Value EquitiesMay 8, 20000.74%
0.19%
7.23%
7.30%
Artisan Value Income FundLarge Cap Value EquitiesFeb 28, 20221.20%
2.68%
2.70%
AMG River Road Dividend All Cap Value FundLarge Cap Value EquitiesJun 28, 20050.97%
6.02%
6.31%
4.34%
Archer Dividend Growth FundLarge Cap Value EquitiesSep 1, 20161.22%
4.62%
2.88%
Artisan Value FundLarge Cap Value EquitiesMar 27, 20061.05%
5.67%
8.99%
4.83%

1–20 of 356

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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