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
VIVIX	Vanguard Value Index Fund Institutional Shares	Large Cap Value Equities	Jul 2, 1998	0.04%	3.54%	11.83%	2.02%	50
VMVLX	Vanguard Mega Cap Value Index Fund Institutional S...	Large Cap Value Equities	Mar 5, 2008	0.06%	3.54%	12.02%	2.07%	47
VRVIX	Vanguard Russell 1000 Value Index Fund Institution...	Large Cap Value Equities	Dec 10, 2010	0.07%	2.64%	10.47%	1.82%	47
VSPVX	Vanguard S&P 500 Value Index Fund Institutional Sh...	Large Cap Value Equities	Mar 3, 2015	0.08%	0.12%	11.33%	1.82%	32
VVIAX	Vanguard Value Index Fund Admiral Shares	Large Cap Value Equities	Nov 13, 2000	0.05%	3.53%	11.82%	2.01%	50
VWNAX	Vanguard Windsor II Fund Admiral Shares	Large Cap Value Equities	May 14, 2001	0.26%	-0.49%	12.41%	11.61%	54
VWNDX	Vanguard Windsor Fund Investor Shares	Large Cap Value Equities	Oct 23, 1958	0.30%	-1.50%	11.15%	7.90%	22
VWNEX	Vanguard Windsor Fund Admiral Shares	Large Cap Value Equities	Nov 12, 2001	0.20%	-1.43%	11.26%	8.01%	23
VWNFX	Vanguard Windsor II Fund Investor Shares	Large Cap Value Equities	Jun 24, 1985	0.34%	-0.51%	12.32%	11.52%	54
WESWX	TETON Westwood Equity Fund	Large Cap Value Equities	Jan 2, 1987	1.64%	-0.30%	8.29%	14.83%	10
WHGLX	Westwood Quality Value Fund	Large Cap Value Equities	Jun 28, 2006	0.65%	0.09%	9.14%	21.89%	12
WMFFX	Washington Mutual Investors Fund Class F-2	Large Cap Value Equities	Aug 5, 2008	0.37%	-2.81%	12.27%	10.61%	38
WPLCX	WP Large Cap Income Plus Fund	Large Cap Value Equities	Oct 10, 2013	2.33%	1.93%	7.66%	0.00%	36
YACKX	AMG Yacktman Fund	Large Cap Value Equities	Jul 6, 1992	0.71%	6.35%	11.43%	0.00%	9
YAFFX	AMG Yacktman Focused Fund	Large Cap Value Equities	May 1, 1997	1.25%	11.56%	11.21%	0.00%	20
ZDIVX	Zacks Dividend Fund	Large Cap Value Equities	Jan 31, 2014	1.30%	2.13%	10.29%	3.62%	44

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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