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.

Number of Funds: 337
Avg. Expense Ratio: 0.82%
Avg. Yield: 8.18%
Avg. 1 Year Return: 21.28%
Median Risk/Return Score: 71 / 100

333 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
RMFGX	American Mutual Fund Class R-6	Large Cap Value Equities	Feb 21, 1950	0.27%	6.66%	11.55%	6.98%	49
RYDAX	Rydex Dow Jones Industrial Average Fund	Large Cap Value Equities	Dec 1, 2015	1.58%	5.85%	11.53%	0.36%	40
RYVVX	Rydex S&P 500 Pure Value Fund	Large Cap Value Equities	Feb 20, 2004	2.26%	11.20%	8.75%	0.22%	71
SABTX	SA U.S. Value Fund	Large Cap Value Equities	Aug 5, 1999	0.73%	17.80%	11.63%	3.29%	95
SAIFX	ClearBridge Large Cap Value Fund	Large Cap Value Equities	May 29, 1958	0.56%	8.83%	10.73%	10.99%	66
SECIX	Guggenheim Large Cap Value Fund	Large Cap Value Equities	Aug 7, 1944	1.15%	6.97%	9.74%	13.61%	65
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	Apr 2, 2007	0.25%	14.44%	14.31%	1.46%	93
SHXPX	American Beacon Shapiro Equity Opportunities Fund	Large Cap Value Equities	Sep 12, 2017	1.21%	—	—	0.00%	—
SLCVX	Saratoga Large Capitalization Value Portfolio	Large Cap Value Equities	Sep 1, 1994	1.34%	2.25%	10.68%	12.48%	10
SLVAX	Columbia Select Large Cap Value Fund	Large Cap Value Equities	Apr 25, 1997	0.80%	12.99%	13.27%	7.56%	90
SLVIX	Columbia Select Large Cap Value Fund Institutional...	Large Cap Value Equities	Nov 30, 2001	0.53%	13.16%	13.56%	7.39%	90
SLVRX	Columbia Select Large Cap Value Fund Class R	Large Cap Value Equities	Apr 30, 2003	1.05%	12.87%	13.15%	7.53%	90
SMVLX	Smead Value Fund	Large Cap Value Equities	Jan 2, 2008	1.26%	17.04%	12.66%	1.43%	81
SSHFX	Sound Shore Fund	Large Cap Value Equities	May 17, 1985	0.93%	5.25%	11.61%	12.92%	59
SSHVX	Sound Shore Fund Institutional Class	Large Cap Value Equities	Dec 9, 2013	0.75%	5.34%	11.80%	12.73%	55
STVTX	Virtus Ceredex Large-Cap Value Equity Fund	Large Cap Value Equities	Feb 12, 1993	0.97%	14.57%	10.49%	13.14%	67
SUVZX	PGIM Quant Solutions Large-Cap Value Fund	Large Cap Value Equities	Mar 30, 2001	0.80%	15.63%	12.79%	14.40%	92
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	Mar 30, 2005	0.81%	11.78%	8.51%	5.89%	89
SVOAX	SEI Institutional Managed Trust U.S. Managed Volat...	Large Cap Value Equities	Oct 28, 2004	0.90%	4.12%	8.84%	16.34%	21
SVYAX	SEI Institutional Investments Trust U.S. Managed V...	Large Cap Value Equities	Dec 31, 2008	0.72%	7.27%	9.66%	87.75%	41

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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Time Period

Best Large Cap Value Equities Mutual funds by Risk/Return Score

The top Large Cap Value Equities Mutual funds by PortfoliosLab Risk/Return Score are FGIPX (96) and FGINX (96). The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993
SABTX	SA U.S. Value Fund	95	—	Aug 1999
PKAIX	PIMCO RAE US Fund	95	—	Jun 2015
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	95	—	Jun 2022

Best-Performing Large Cap Value Equities Mutual funds Over 5 Years

The top Large Cap Value Equities Mutual funds is FGIPX (16.65%). Across the lineup, Large Cap Value Equities Mutual funds show an average 1-year return of 21.28% and an average 5-year return of 9.94%, providing a clearer view of performance across different investment horizons.

Symbol	Name	Return 5Y	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	16.65%	—	Oct 1993
FGINX	Delaware Growth and Income Fund	16.35%	—	Oct 1993
FCLKX	Fidelity Large Cap Stock K6 Fund	15.87%	—	May 2017
FDETX	Fidelity Advisor Capital Development Fund Class O	15.82%	—	Dec 1985
PJGZX	PGIM Jennison Focused Value Fund	15.65%	—	Nov 1996

Lowest-Cost Large Cap Value Equities Mutual funds

The top Large Cap Value Equities Mutual funds is FBLEX (0.01%). With an average expense ratio of 0.82%, Large Cap Value Equities Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.

Symbol	Name	Expense Ratio	AUM	Inception
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	—	Oct 2002

Highest-Yield Large Cap Value Equities Mutual funds

The top Large Cap Value Equities Mutual funds is GWILX (93.39%). Across the lineup, Large Cap Value Equities Mutual funds show an average dividend yield of 8.18%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

Symbol	Name	Dividend Yield	AUM	Inception
GWILX	Glenmede Women in Leadership U.S. Equity Portfolio	93.39%	—	Dec 2015
SVYAX	SEI Institutional Investments Trust U.S. Managed V...	87.75%	—	Dec 2008
PZFVX	John Hancock Classic Value Fund	33.79%	—	Jun 1996
TORYX	Torray Fund	29.67%	—	Dec 1990
MDDAX	MassMutual Diversified Value Fund	29.28%	—	Oct 2004

Top Mutual funds Categories

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