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 353 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

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
AADEX	American Beacon Large Cap Value Fund	Large Cap Value Equities	Jul 17, 1987	0.63%	6.45%	9.03%	4.96%
AAUTX	Thrivent Large Cap Value Fund	Large Cap Value Equities	Oct 29, 1999	0.86%	5.63%	8.15%	3.05%
ABCVX	American Beacon The London Company Income Equity F...	Large Cap Value Equities	May 29, 2012	1.07%	2.17%	8.34%	2.44%
ABVYX	AB Value Fund	Large Cap Value Equities	Mar 29, 2001	0.70%	7.32%	7.25%	4.62%
ACEHX	Invesco Exchange Fund	Large Cap Value Equities	Dec 16, 1976	0.54%	-0.84%	5.14%	2.50%
ACGIX	Invesco Growth and Income Fund	Large Cap Value Equities	Aug 1, 1946	0.80%	6.89%	8.05%	12.56%
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	Jul 8, 1998	0.72%	3.01%	8.20%	8.02%
ACSTX	Invesco Comstock Fund	Large Cap Value Equities	Oct 7, 1968	0.80%	6.86%	8.50%	7.92%
ACTIX	Advisors Capital Tactical Fixed Income Fund	Large Cap Value Equities	Feb 1, 2021	2.09%	—	—	—
ADEIX	Ancora Dividend Value Equity Fund	Large Cap Value Equities	May 7, 2019	1.21%	2.62%	—	1.27%
ADLVX	Adler Value Fund	Large Cap Value Equities	Aug 16, 2018	1.29%	3.92%	—	1.14%
ADVGX	North Square Advisory Research Small Cap Value Fun...	Large Cap Value Equities	Nov 16, 2009	0.95%	-0.35%	8.61%	0.86%
AFMFX	American Funds American Mutual Fund Class F-3	Large Cap Value Equities	Feb 21, 1950	0.27%	4.32%	—	3.93%
AFVLX	Applied Finance Select Fund	Large Cap Value Equities	Feb 1, 2017	1.48%	3.51%	—	1.14%
ALVIX	American Century Investments Focused Large Cap Val...	Large Cap Value Equities	Jul 30, 1999	0.83%	4.36%	8.21%	3.57%
ANVIX	Virtus NFJ Large-Cap Value Fund	Large Cap Value Equities	May 8, 2000	0.74%	0.16%	7.80%	7.30%
APFWX	Artisan Value Income Fund	Large Cap Value Equities	Feb 28, 2022	1.20%	2.16%	—	2.72%
ARDEX	AMG River Road Dividend All Cap Value Fund	Large Cap Value Equities	Jun 28, 2005	0.97%	2.05%	6.31%	4.51%
ARDGX	Archer Dividend Growth Fund	Large Cap Value Equities	Sep 1, 2016	1.22%	4.43%	—	2.96%
ARTLX	Artisan Value Fund	Large Cap Value Equities	Mar 27, 2006	1.05%	5.38%	9.55%	4.84%

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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