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
SVOAX	SEI Institutional Managed Trust U.S. Managed Volat...	Large Cap Value Equities	Oct 28, 2004	0.90%	0.30%	8.43%	16.90%	15
SVYAX	SEI Institutional Investments Trust U.S. Managed V...	Large Cap Value Equities	Dec 31, 2008	0.72%	1.41%	9.03%	92.72%	19
SWDSX	Schwab Dividend Equity Fund™	Large Cap Value Equities	Sep 2, 2003	0.89%	1.17%	8.82%	0.79%	30
SWLVX	Schwab U.S. Large-Cap Value Index Fund	Large Cap Value Equities	Dec 20, 2017	0.04%	2.64%	—	1.97%	47
TGDVX	TCW Relative Value Large Cap Fund	Large Cap Value Equities	Dec 31, 1997	0.90%	0.81%	11.14%	24.75%	48
THPGX	Thompson LargeCap Fund	Large Cap Value Equities	Feb 10, 1992	0.99%	-1.30%	13.86%	5.68%	78
TILCX	T. Rowe Price Large-Cap Value Fund	Large Cap Value Equities	Mar 31, 2000	0.55%	2.75%	10.18%	12.45%	24
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	Oct 1, 2002	0.05%	2.64%	10.28%	5.80%	49
TLLVX	TIAA-CREF Life Funds Large-Cap Value Fund	Large Cap Value Equities	Oct 27, 2002	0.52%	1.91%	—	8.28%	48
TLOFX	Transamerica Large Value Opportunities	Large Cap Value Equities	Sep 11, 2000	0.75%	-0.05%	—	14.98%	15
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	Large Cap Value Equities	Dec 20, 2007	1.00%	1.26%	9.66%	24.87%	20
TORYX	Torray Fund	Large Cap Value Equities	Dec 18, 1990	1.07%	2.91%	9.08%	32.11%	46
TOWFX	Towpath Focus Fund	Large Cap Value Equities	Dec 31, 2019	1.11%	4.62%	—	1.74%	89
TQCAX	Touchstone Dividend Equity Fund	Large Cap Value Equities	Jun 7, 1998	1.04%	0.36%	—	6.44%	40
TQVIX	T. Rowe Price QM U.S. Value Equity Fund	Large Cap Value Equities	Feb 26, 2016	0.53%	2.17%	10.85%	4.76%	36
TRDIX	Transamerica Sustainable Equity Income Fund	Large Cap Value Equities	Jan 4, 2013	0.74%	1.03%	7.14%	1.43%	25
TRLIX	TIAA-CREF Large Cap Value Fund	Large Cap Value Equities	Oct 1, 2002	0.41%	1.97%	10.70%	8.65%	50
TRLUX	T. Rowe Price Large Cap Value Fund Investor Class	Large Cap Value Equities	May 4, 2020	0.70%	2.76%	—	12.39%	23
TRMVX	SEI Institutional Managed Trust Large Cap Value Fu...	Large Cap Value Equities	Apr 20, 1987	0.89%	2.73%	10.18%	14.29%	58
TRPIX	T. Rowe Price Value Fund Class I	Large Cap Value Equities	Aug 28, 2015	0.57%	4.70%	11.50%	7.98%	46

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