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
LMVTX	ClearBridge Value Trust	Large Cap Value Equities	Apr 16, 1982	1.74%	1.55%	10.73%	10.18%	25
LOMAX	Edgar Lomax Value Fund	Large Cap Value Equities	Dec 12, 1997	0.70%	6.46%	10.59%	5.95%	68
LSVEX	LSV Value Equity Fund	Large Cap Value Equities	Mar 31, 1999	0.66%	3.22%	9.93%	18.78%	60
LSVVX	LSV Conservative Value Equity Fund	Large Cap Value Equities	Mar 30, 2007	0.35%	2.76%	9.81%	13.32%	62
LVAMX	LSV U.S. Managed Volatility Fund	Large Cap Value Equities	Jun 25, 2014	0.94%	3.18%	8.95%	20.50%	40
LVPIX	ProFunds Large Cap Value ProFund	Large Cap Value Equities	Oct 1, 2002	1.71%	-0.31%	9.15%	4.42%	24
LZFIX	Lazard Equity Franchise Portfolio	Large Cap Value Equities	Sep 29, 2017	0.99%	-7.64%	—	22.60%	1
MABAX	BlackRock Large Cap Focus Value Fund	Large Cap Value Equities	Jul 1, 1977	0.54%	-2.76%	10.21%	15.07%	45
MADFX	Matrix Advisors Dividend Fund	Large Cap Value Equities	Oct 13, 2016	1.23%	1.61%	—	8.20%	38
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	Nov 29, 1988	0.68%	-0.53%	10.75%	10.29%	43
MALVX	BlackRock Advantage Large Cap Value Fund	Large Cap Value Equities	Dec 22, 1999	0.54%	3.41%	11.46%	8.92%	70
MDDAX	MassMutual Diversified Value Fund	Large Cap Value Equities	Oct 15, 2004	1.12%	2.88%	11.48%	31.53%	45
MEIAX	MFS Value Fund	Large Cap Value Equities	Jan 2, 1996	0.80%	1.15%	9.66%	9.42%	22
MEIIX	MFS Value Fund Class I	Large Cap Value Equities	Feb 1, 1996	0.55%	1.21%	9.91%	9.60%	23
MEIKX	MFS Value Fund	Large Cap Value Equities	May 1, 2006	0.43%	1.23%	10.11%	9.81%	24
MNDFX	Manning & Napier Disciplined Value Series	Large Cap Value Equities	Nov 7, 2008	0.54%	6.53%	4.93%	9.23%	53
MUBFX	MainStay WMC Value Fund	Large Cap Value Equities	Jan 21, 1971	0.70%	0.09%	12.41%	7.37%	29
MVIAX	Praxis Value Index Fund	Large Cap Value Equities	May 1, 2001	0.78%	3.01%	11.53%	1.03%	39
MXEQX	Great-West Large Cap Value Fund	Large Cap Value Equities	Nov 1, 1994	0.96%	1.19%	18.90%	1.78%	41
NBHIX	Neuberger Berman Equity Income Fund	Large Cap Value Equities	Nov 2, 2006	0.70%	4.65%	9.54%	1.52%	53

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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