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
PBEAX	PGIM Jennison Value Fund	Large Cap Value Equities	Jan 22, 1990	1.09%	1.27%	12.74%	9.99%	49
PCLVX	PACE Large Co Value Equity Investments	Large Cap Value Equities	Aug 24, 1995	1.07%	0.51%	9.93%	13.36%	47
PDGIX	T. Rowe Price Dividend Growth Fund	Large Cap Value Equities, Dividend	Dec 17, 2015	0.51%	-0.25%	12.48%	8.26%	30
PEIYX	Putnam Large Cap Value Fund	Large Cap Value Equities	Jan 10, 1998	0.65%	1.07%	13.33%	5.23%	58
PEQIX	Pioneer Equity Income Fund	Large Cap Value Equities	Jul 25, 1990	1.02%	3.22%	8.89%	8.71%	25
PEQSX	Putnam Large Cap Value Fund Class R6	Large Cap Value Equities	Jul 2, 2012	0.54%	1.07%	13.48%	5.28%	58
PEYAX	Putnam Large Cap Value Fund	Large Cap Value Equities	Jun 15, 1977	0.88%	0.99%	12.51%	5.03%	57
PJGZX	PGIM Jennison Focused Value Fund	Large Cap Value Equities	Nov 7, 1996	0.75%	2.59%	12.88%	8.71%	65
PKAIX	PIMCO RAE US Fund	Large Cap Value Equities	Jun 5, 2015	0.40%	8.36%	12.80%	12.71%	74
PLVIX	Principal LargeCap Value Fund III	Large Cap Value Equities	Dec 6, 2000	0.70%	0.06%	11.06%	21.37%	24
PQIAX	Principal Equity Income Fund	Large Cap Value Equities	May 31, 1939	0.86%	2.26%	12.08%	9.73%	50
PRFDX	T. Rowe Price Equity Income Fund	Large Cap Value Equities	Oct 31, 1985	0.63%	1.37%	11.15%	3.78%	32
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	Jan 21, 2011	2.02%	-0.58%	7.01%	0.85%	20
PXTIX	PIMCO RAE PLUS Fund	Large Cap Value Equities	Jun 30, 2005	0.80%	6.45%	13.33%	5.56%	71
PYEQX	Pioneer Equity Income Y	Large Cap Value Equities	Jul 25, 1990	0.81%	3.31%	9.19%	8.58%	25
PYVLX	Payden Equity Income Fund	Large Cap Value Equities	Nov 1, 1996	0.73%	1.29%	9.15%	6.44%	45
PZFVX	John Hancock Classic Value Fund	Large Cap Value Equities	Jun 24, 1996	1.12%	-5.31%	8.55%	38.21%	7
QRVLX	FPA Queens Road Value Fund	Large Cap Value Equities	Jun 13, 2002	0.65%	-2.18%	10.63%	2.88%	11
REAYX	Russell Investments Equity Income Fund	Large Cap Value Equities	Mar 29, 2000	0.66%	2.68%	—	14.27%	38
RIDAX	The Income Fund of America Class R-1	Large Cap Value Equities	Dec 1, 1973	1.36%	2.77%	7.50%	9.01%	72

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.

Loading graphics...

Time Period