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
NCVLX	Nuance Concentrated Value Fund	Large Cap Value Equities	May 31, 2011	1.04%	1.44%	7.16%	1.72%	20
NEFOX	Natixis Funds Trust II Oakmark Fund	Large Cap Value Equities	May 6, 1931	1.05%	-2.73%	13.42%	7.34%	14
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	Apr 1, 2003	1.46%	5.61%	9.24%	0.72%	84
NFJEX	Virtus NFJ Dividend Value Fund	Large Cap Value Equities	May 8, 2000	0.70%	4.46%	8.59%	11.97%	28
NOIEX	Northern Income Equity Fund	Large Cap Value Equities	Mar 31, 1994	0.49%	-1.37%	12.63%	8.09%	52
NOLVX	Northern Large Cap Value Fund	Large Cap Value Equities	Aug 3, 2000	0.57%	2.35%	10.72%	4.59%	49
NPRTX	Neuberger Berman Large Cap Value Fund	Large Cap Value Equities	Jan 20, 1975	0.79%	6.66%	13.29%	6.02%	82
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	Dec 15, 2006	0.74%	5.72%	13.38%	6.91%	79
NSEIX	Nicholas Equity Income Fund	Large Cap Value Equities	Nov 23, 1993	0.70%	0.64%	9.82%	10.78%	41
OAKLX	Oakmark Select Fund	Large Cap Value Equities	Nov 1, 1996	0.98%	-8.12%	10.31%	0.42%	9
OAKMX	Oakmark Fund Investor Class	Large Cap Value Equities	Aug 5, 1991	0.91%	-2.81%	13.47%	0.94%	16
OANMX	Oakmark Fund Institutional Class	Large Cap Value Equities	Nov 30, 2016	0.68%	-2.76%	—	1.17%	16
OAYMX	Oakmark Fund Advisor Class	Large Cap Value Equities	Nov 30, 2016	0.70%	-2.77%	—	1.15%	16
OAZMX	Oakmark Fund R6 Class	Large Cap Value Equities	Dec 15, 2020	0.62%	-2.74%	—	1.23%	16
OFALX	Olstein All Cap Value Fund	Large Cap Value Equities	Sep 21, 1995	2.15%	-1.79%	7.57%	8.71%	11
OFVIX	O'Shaughnessy Market Leaders Value Fund	Large Cap Value Equities	Feb 26, 2016	0.56%	3.07%	—	17.97%	45
OIEJX	JPMorgan Equity Income Fund R6	Large Cap Value Equities, Dividend	Jul 2, 1987	0.45%	1.88%	11.69%	10.91%	37
OILVX	Optimum Large Cap Value Fund	Large Cap Value Equities	Aug 1, 2003	0.92%	0.91%	10.27%	7.69%	35
OLVAX	JPMorgan Large Cap Value Fund Class A	Large Cap Value Equities	Feb 18, 1992	0.93%	-0.61%	12.65%	7.59%	36
PARWX	Parnassus Endeavor Fund	Large Cap Value Equities	Apr 29, 2005	0.88%	-0.65%	13.66%	12.22%	60

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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