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 Large Cap Value Equities mutual funds.
- Number of Funds
- 332
- Avg. Expense Ratio
- 0.82%
- Avg. Yield
- 8.53%
- Avg. 1 Year Return
- 19.76%
- Median Risk/Return Score
- 71 / 100
The Best Large Cap Value Equities Mutual Funds
328 results
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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5 Years
Best Large Cap Value Equities Mutual funds by Risk/Return Score
The top Large Cap Value Equities Mutual funds by PortfoliosLab Risk/Return Score are FGIPX (96) and FGINX (96).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 |
Best-Performing Large Cap Value Equities Mutual funds Over 5 Years
The top Large Cap Value Equities Mutual funds is FGIPX (16.99%).
Across the lineup, Large Cap Value Equities Mutual funds show an average 1-year return of 19.76% and an average 5-year return of 10.54%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 16.99% | — | Oct 1993 | |
| Delaware Growth and Income Fund | 16.68% | — | Oct 1993 | |
| Fidelity Large Cap Stock K6 Fund | 16.58% | — | May 2017 | |
| Fidelity Advisor Capital Development Fund Class O | 16.51% | — | Dec 1985 | |
| PGIM Jennison Focused Value Fund | 16.46% | — | Nov 1996 |
Lowest-Cost Large Cap Value Equities Mutual funds
The top Large Cap Value Equities Mutual funds is FBLEX (0.01%).
With an average expense ratio of 0.82%, Large Cap Value 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 |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 |
Highest-Yield Large Cap Value Equities Mutual funds
The top Large Cap Value Equities Mutual funds is SHXPX (108.18%).
Across the lineup, Large Cap Value Equities Mutual funds show an average dividend yield of 8.53%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 108.18% | — | Sep 2017 | |
| Glenmede Women in Leadership U.S. Equity Portfolio | 90.56% | — | Dec 2015 | |
| SEI Institutional Investments Trust U.S. Managed V... | 85.76% | — | Dec 2008 | |
| John Hancock Classic Value Fund | 33.26% | — | Jun 1996 | |
| Torray Fund | 29.47% | — | Dec 1990 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 558 Mutual fundsMunicipal Bonds · 501 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 428 Mutual fundsLarge Cap Blend Equities · 416 Mutual fundsGlobal Equities · 260 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsEmerging Markets Diversified · 173 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 135 Mutual fundsMid Cap Blend Equities · 131 Mutual fundsSmall Cap Value Equities · 130 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 114 Mutual fundsIntermediate Core Bond · 110 Mutual fundsMultisector Bonds · 105 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 99 Mutual fundsTotal Bond Market · 95 Mutual fundsEnergy Equities · 89 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 82 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 Mutual fundsNontraditional Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
VVIAX vs. VFIAXVVIAX vs. VIGAXVVIAX vs. VTVVVIAX vs. VOOVVIAX vs. VDADXDODGX vs. SPYDODGX vs. VOODODGX vs. FXAIXDODGX vs. VTVDODGX vs. SCHDVHYAX vs. SCHDVHYAX vs. VDIGXVHYAX vs. VYMIVHYAX vs. VIHAXVHYAX vs. VOOFGRIX vs. FDVVFGRIX vs. FXAIXFGRIX vs. FDGFXFGRIX vs. FBGRXFGRIX vs. SCHDVEIRX vs. SCHDVEIRX vs. VFIAXVEIRX vs. VOOVEIRX vs. VWENXVEIRX vs. VWIAXVEIPX vs. VYMVEIPX vs. SCHDVEIPX vs. VWENXVEIPX vs. VDIGXVEIPX vs. VWINXFLCOX vs. FXAIXFLCOX vs. VTVFLCOX vs. FLCSXFLCOX vs. SCHDFLCOX vs. FSLVXSFLNX vs. SWLGXSFLNX vs. VFIAXSFLNX vs. VOOSFLNX vs. VDADXSFLNX vs. SEEGXFEQIX vs. SCHDFEQIX vs. FDVVFEQIX vs. VTVFEQIX vs. FSDIXFEQIX vs. FAGIXDODFX vs. FSPSXDODFX vs. VFIAXDODFX vs. RERGXDODFX vs. VTSMXDODFX vs. SPY