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
TRVLX	T. Rowe Price Value Fund	Large Cap Value Equities	—	0.65%	4.66%	11.37%	7.81%	48
TSWEX	TSW Large Cap Value Fund	Large Cap Value Equities	Jul 17, 1992	0.75%	2.69%	9.37%	0.66%	4
TVLYX	Touchstone Value Fund	Large Cap Value Equities	Sep 10, 1998	0.83%	-0.56%	11.54%	13.92%	22
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	Aug 1, 1994	0.94%	3.29%	8.74%	10.04%	34
TWQZX	Transamerica Large Cap Value Fund	Large Cap Value Equities	Nov 15, 2010	0.61%	0.79%	11.07%	3.95%	74
TWVLX	American Century Value Fund	Large Cap Value Equities	Sep 1, 1993	1.01%	2.97%	10.08%	9.71%	40
UBVFX	Undiscovered Managers Behavioral Value Fund Class ...	Large Cap Value Equities	Apr 30, 2013	0.80%	2.97%	9.97%	9.22%	12
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	Oct 10, 2017	2.57%	0.74%	—	0.00%	78
USISX	USAA Income Stock Fund	Large Cap Value Equities	May 4, 1987	0.70%	4.40%	10.55%	9.66%	48
USPVX	Union Street Partners Value Fund	Large Cap Value Equities	Dec 30, 2010	1.50%	-2.98%	9.94%	2.58%	28
UVALX	USAA Value Fund	Large Cap Value Equities	Aug 3, 2001	0.92%	1.34%	10.10%	10.82%	46
VALAX	Al Frank Fund	Large Cap Value Equities	May 1, 2006	1.24%	5.44%	12.81%	8.21%	86
VBCVX	VALIC Company I Systematic Value Fund	Large Cap Value Equities	Dec 5, 2005	0.48%	0.78%	9.26%	9.18%	47
VCIGX	VALIC Company I Dividend Value Fund	Large Cap Value Equities	Dec 11, 2000	0.68%	-0.41%	8.85%	11.27%	40
VEIPX	Vanguard Equity Income Fund Investor Shares	Large Cap Value Equities	Mar 21, 1988	0.28%	1.42%	11.23%	10.85%	47
VEIRX	Vanguard Equity Income Fund Admiral Shares	Large Cap Value Equities	Aug 13, 2001	0.19%	1.44%	11.33%	10.94%	48
VGRIX	JPMorgan U.S. Value Fund	Large Cap Value Equities	Sep 23, 1987	0.94%	1.01%	11.42%	5.15%	31
VHYAX	Vanguard High Dividend Yield Index Fund Admiral Sh...	Large Cap Value Equities, Dividend	Feb 7, 2019	0.08%	3.69%	—	2.35%	56
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	Mar 2, 2016	0.22%	6.62%	10.53%	3.58%	94
VIVAX	Vanguard Value Index Fund	Large Cap Value Equities	Nov 2, 1992	0.17%	3.51%	11.62%	1.89%	49

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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