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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
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AUIAX
AB Equity Income FundLarge Cap Value EquitiesOct 18, 19930.97%
6.02%
9.17%
3.56%
Auxier Focus FundLarge Cap Value EquitiesJul 9, 19990.92%
4.21%
8.00%
4.20%
American Century VP Disciplined Core Value FundLarge Cap Value EquitiesJan 15, 20020.71%
4.80%
8.58%
1.36%
American Century Investments VP Value FundLarge Cap Value EquitiesJan 15, 20020.74%
1.81%
8.49%
7.71%
American Century VP Large Company ValueLarge Cap Value EquitiesOct 28, 20040.87%
2.81%
7.72%
3.02%
Sterling Capital Behavioral Large Cap Value Equity...Large Cap Value EquitiesOct 9, 19920.77%
8.54%
8.72%
1.72%
Bridge Builder Large Cap Value FundLarge Cap Value EquitiesApr 27, 20150.23%
4.92%
1.94%
Blue Chip Investor FundLarge Cap Value EquitiesDec 31, 20011.00%
7.17%
7.58%
4.37%
Sterling Capital Equity Income FundLarge Cap Value EquitiesJun 30, 20040.79%
2.15%
10.60%
9.56%
Madison Dividend Income FundLarge Cap Value EquitiesDec 18, 19860.91%
-0.70%
8.49%
6.05%
American Century Disciplined Core Value FundLarge Cap Value EquitiesDec 17, 19900.65%
5.75%
8.71%
1.46%
Boyar Value FundLarge Cap Value EquitiesMay 5, 19981.56%
3.24%
6.29%
0.48%
Boston Partners All Cap Value FundLarge Cap Value EquitiesJul 1, 20021.05%
2.59%
9.44%
10.67%
American Beacon Bridgeway Large Cap Value FundLarge Cap Value EquitiesOct 31, 20030.75%
8.20%
7.85%
11.12%
MFS Blended Research Value Equity FundLarge Cap Value EquitiesSep 15, 20150.49%
6.56%
3.39%
BlackRock Sustainable U.S. Value Equity FundLarge Cap Value EquitiesOct 19, 20210.48%
3.01%
1.88%
Buffalo Flexible Income FundLarge Cap Value EquitiesAug 12, 19941.01%
7.45%
7.67%
3.24%
Brown Advisory - Beutel Goodman Large-Cap Value Fu...Large Cap Value EquitiesFeb 13, 20180.55%
5.14%
1.69%
Becker Value Equity FundLarge Cap Value EquitiesNov 3, 20030.78%
4.96%
7.97%
11.20%
Baywood ValuePlus FundLarge Cap Value EquitiesDec 2, 20130.70%
4.57%
8.63%
5.57%

21–40 of 353

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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