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
- 334
- Avg. Expense Ratio
- 0.82%
- Avg. Yield
- 8.18%
- Avg. 1 Year Return
- 21.28%
- Median Risk/Return Score
- 71 / 100
The Best Large Cap Value Equities Mutual Funds
330 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Windsor Fund Investor Shares | Large Cap Value Equities | Oct 23, 1958 | 0.30% | 7.91% | 11.99% | 7.21% | 53 | ||||||||
| Vanguard Windsor Fund Admiral Shares | Large Cap Value Equities | Nov 12, 2001 | 0.20% | 8.00% | 12.10% | 7.31% | 54 | ||||||||
| Vanguard Windsor II Fund Investor Shares | Large Cap Value Equities | Jun 24, 1985 | 0.34% | 5.98% | 12.81% | 10.81% | 64 | ||||||||
| TETON Westwood Equity Fund | Large Cap Value Equities | Jan 2, 1987 | 1.64% | 4.18% | 8.68% | 14.19% | 16 | ||||||||
| Westwood Quality Value Fund | Large Cap Value Equities | Jun 28, 2006 | 0.65% | 4.87% | 9.55% | 20.89% | 20 | ||||||||
| Washington Mutual Investors Fund Class F-2 | Large Cap Value Equities | Aug 5, 2008 | 0.37% | 5.40% | 12.99% | 5.48% | 43 | ||||||||
| WP Large Cap Income Plus Fund | Large Cap Value Equities | Oct 10, 2013 | 2.33% | 9.22% | 8.44% | 0.00% | 36 | ||||||||
| AMG Yacktman Fund | Large Cap Value Equities | Jul 6, 1992 | 0.71% | 16.67% | 12.40% | 0.00% | 12 | ||||||||
| AMG Yacktman Focused Fund | Large Cap Value Equities | May 1, 1997 | 1.25% | 25.77% | 12.50% | 0.00% | 22 | ||||||||
| Zacks Dividend Fund | Large Cap Value Equities | Jan 31, 2014 | 1.30% | 9.76% | 10.80% | 3.37% | 78 |
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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5 Years
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 |
|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | |
| PIMCO RAE US Fund | 95 | — | Jun 2015 | |
| 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 |
|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 16.65% | — | Oct 1993 | |
| Delaware Growth and Income Fund | 16.35% | — | Oct 1993 | |
| Fidelity Large Cap Stock K6 Fund | 15.87% | — | May 2017 | |
| Fidelity Advisor Capital Development Fund Class O | 15.82% | — | Dec 1985 | |
| 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 |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | |
| 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 |
|---|---|---|---|---|
| Glenmede Women in Leadership U.S. Equity Portfolio | 93.39% | — | Dec 2015 | |
| SEI Institutional Investments Trust U.S. Managed V... | 87.75% | — | Dec 2008 | |
| John Hancock Classic Value Fund | 33.79% | — | Jun 1996 | |
| Torray Fund | 29.67% | — | Dec 1990 | |
| MassMutual Diversified Value Fund | 29.28% | — | Oct 2004 |
Top Mutual funds Categories
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
VVIAX vs. VFIAXVVIAX vs. VIGAXVVIAX vs. VTVVVIAX vs. VOOVVIAX vs. VDADXDODGX vs. SPYDODGX vs. VOODODGX vs. FXAIXDODGX vs. VTVDODGX vs. SCHDVHYAX vs. VDIGXVHYAX vs. SCHDVHYAX vs. VYMIVHYAX vs. VIHAXVHYAX vs. VOOFGRIX vs. FDVVFGRIX vs. FXAIXFGRIX vs. FDGFXFGRIX vs. FBGRXFGRIX vs. SCHDVEIRX vs. SCHDVEIRX vs. VFIAXVEIRX vs. VOOVEIRX vs. VWENXVEIRX vs. VWIAXVEIPX vs. VYMVEIPX vs. SCHDVEIPX vs. VDIGXVEIPX vs. VWENXVEIPX vs. VWINXFLCOX vs. FXAIXFLCOX vs. VTVFLCOX vs. FLCSXFLCOX vs. SCHDFLCOX vs. FSLVXSFLNX vs. SWLGXSFLNX vs. VFIAXSFLNX vs. VOOSFLNX vs. VDADXSFLNX vs. SEEGXFEQIX vs. SCHDFEQIX vs. FDVVFEQIX vs. VTVFEQIX vs. FSDIXFEQIX vs. FAGIXDODFX vs. VFIAXDODFX vs. FSPSXDODFX vs. RERGXDODFX vs. VTSMXDODFX vs. SPY