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
RLCAX	Columbia Disciplined Value Fund	Large Cap Value Equities	Aug 1, 2008	1.04%	2.67%	10.49%	11.46%	49
RMFGX	American Mutual Fund Class R-6	Large Cap Value Equities	Feb 21, 1950	0.27%	-1.07%	10.97%	7.98%	35
RYDAX	Rydex Dow Jones Industrial Average Fund	Large Cap Value Equities	Dec 1, 2015	1.58%	-3.14%	10.55%	0.39%	22
RYVVX	Rydex S&P 500 Pure Value Fund	Large Cap Value Equities	Feb 20, 2004	2.26%	3.57%	8.02%	0.24%	39
SABTX	SA U.S. Value Fund	Large Cap Value Equities	Aug 5, 1999	0.73%	4.59%	10.57%	3.71%	47
SAIFX	ClearBridge Large Cap Value Fund	Large Cap Value Equities	May 29, 1958	0.56%	2.11%	10.12%	11.33%	31
SECIX	Guggenheim Large Cap Value Fund	Large Cap Value Equities	Aug 7, 1944	1.15%	-1.57%	9.17%	14.79%	26
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	Apr 2, 2007	0.25%	2.96%	13.28%	1.63%	62
SHXPX	American Beacon Shapiro Equity Opportunities Fund	Large Cap Value Equities	Sep 12, 2017	1.21%	-7.77%	—	6.65%	17
SJVIX	Crossmark Steward Large Cap Value Fund	Large Cap Value Equities	Nov 14, 2021	0.75%	-0.86%	—	6.97%	24
SLCVX	Saratoga Large Capitalization Value Portfolio	Large Cap Value Equities	Sep 1, 1994	1.34%	-2.77%	10.24%	13.12%	29
SLVAX	Columbia Select Large Cap Value Fund	Large Cap Value Equities	Apr 25, 1997	0.80%	3.36%	12.53%	8.26%	81
SLVIX	Columbia Select Large Cap Value Fund Institutional...	Large Cap Value Equities	Nov 30, 2001	0.53%	3.44%	12.83%	8.09%	81
SLVRX	Columbia Select Large Cap Value Fund Class R	Large Cap Value Equities	Apr 30, 2003	1.05%	3.30%	12.42%	8.22%	81
SMVLX	Smead Value Fund	Large Cap Value Equities	Jan 2, 2008	1.26%	8.00%	11.55%	1.55%	29
SSHFX	Sound Shore Fund	Large Cap Value Equities	May 17, 1985	0.93%	-2.85%	10.79%	14.00%	38
SSHVX	Sound Shore Fund Institutional Class	Large Cap Value Equities	Dec 9, 2013	0.75%	-2.82%	10.99%	13.80%	38
STVTX	Virtus Ceredex Large-Cap Value Equity Fund	Large Cap Value Equities	Feb 12, 1993	0.97%	3.20%	9.59%	14.58%	32
SUVZX	PGIM Quant Solutions Large-Cap Value Fund	Large Cap Value Equities	Mar 30, 2001	0.80%	3.56%	11.73%	16.08%	66
SVAIX	Federated Hermes Strategic Value Dividend Fund	Large Cap Value Equities	Mar 30, 2005	0.81%	8.91%	8.43%	5.94%	69

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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