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.

Category is Large Cap Value Equities

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
AUIAX	AB Equity Income Fund	Large Cap Value Equities	Oct 18, 1993	0.97%	-0.23%	11.19%	8.04%	51
AUXFX	Auxier Focus Fund	Large Cap Value Equities	Jul 9, 1999	0.92%	1.76%	9.61%	2.79%	44
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	Jan 1, 1984	1.26%	17.22%	—	0.35%	—
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	Large Cap Value Equities	Jun 21, 2022	0.15%	7.52%	—	3.08%	73
BBISX	Sterling Capital Behavioral Large Cap Value Equity...	Large Cap Value Equities	Oct 9, 1992	0.77%	5.01%	12.14%	1.42%	79
BBVLX	Bridge Builder Large Cap Value Fund	Large Cap Value Equities	Apr 27, 2015	0.23%	-0.64%	11.39%	1.84%	6
BCIFX	Blue Chip Investor Fund	Large Cap Value Equities	Dec 31, 2001	1.00%	-5.64%	6.84%	3.32%	12
BEGIX	Sterling Capital Equity Income Fund	Large Cap Value Equities	Jun 30, 2004	0.79%	-0.41%	10.89%	27.66%	4
BHBFX	Madison Dividend Income Fund	Large Cap Value Equities	Dec 18, 1986	0.91%	4.64%	9.58%	11.45%	22
BIGRX	American Century Disciplined Core Value Fund	Large Cap Value Equities	Dec 17, 1990	0.65%	0.71%	10.21%	8.99%	53
BOYAX	Boyar Value Fund	Large Cap Value Equities	May 5, 1998	1.56%	-2.21%	6.54%	4.63%	25
BPAVX	Boston Partners All Cap Value Fund	Large Cap Value Equities	Jul 1, 2002	1.05%	-2.26%	10.50%	9.44%	24
BRLVX	American Beacon Bridgeway Large Cap Value Fund	Large Cap Value Equities	Oct 31, 2003	0.75%	3.73%	10.10%	12.18%	81
BRUHX	MFS Blended Research Value Equity Fund	Large Cap Value Equities	Sep 15, 2015	0.49%	3.83%	10.87%	11.69%	48
BUFBX	Buffalo Flexible Income Fund	Large Cap Value Equities	Aug 12, 1994	1.01%	6.62%	9.58%	8.55%	33
BVALX	Brown Advisory - Beutel Goodman Large-Cap Value Fu...	Large Cap Value Equities	Feb 13, 2018	0.55%	-3.10%	—	6.68%	8
BVEFX	Becker Value Equity Fund	Large Cap Value Equities	Nov 3, 2003	0.78%	0.49%	10.70%	9.73%	32
BVPIX	Baywood ValuePlus Fund	Large Cap Value Equities	Dec 2, 2013	0.70%	3.40%	10.72%	7.77%	26
BVSIX	Baywood Socially Responsible Fund	Large Cap Value Equities	Jan 3, 2005	0.89%	0.01%	10.64%	3.76%	14
CABDX	AB Relative Value Fund	Large Cap Value Equities	Jul 1, 1932	0.90%	2.64%	10.46%	5.89%	26

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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