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
CAMOX	Cambiar Opportunity Portfolio	Large Cap Value Equities	Jun 30, 1998	0.85%	1.38%	11.83%	22.22%	35
CBLSX	Allspring C&B Large Cap Value Fund	Large Cap Value Equities	Jul 26, 2004	0.75%	-0.38%	11.31%	13.16%	36
CDDRX	Columbia Dividend Income Fund Class R5	Large Cap Value Equities	May 31, 2013	1.15%	3.41%	12.27%	5.16%	59
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	Large Cap Value Equities, Dividend	Nov 8, 2012	0.55%	3.44%	12.33%	5.20%	61
CFJIX	Calvert US Large-Cap Value Responsible Index Fund	Large Cap Value Equities	Jun 19, 2015	0.24%	1.34%	10.70%	9.04%	44
CFLGX	ClearBridge Tactical Dividend Income Fund	Large Cap Value Equities	Oct 19, 1990	1.44%	0.69%	9.36%	3.59%	14
CFVLX	Commerce Value Fund	Large Cap Value Equities	Mar 3, 1997	0.67%	3.75%	9.67%	10.62%	40
CGRWX	Invesco Comstock Select Fund	Large Cap Value Equities	Sep 16, 1985	0.92%	-1.29%	11.24%	13.68%	31
CHDEX	Cullen High Dividend Equity Fund	Large Cap Value Equities	Aug 1, 2003	1.00%	3.33%	9.60%	14.78%	60
CILGX	Clarkston Fund	Large Cap Value Equities	Apr 1, 2016	0.70%	-7.33%	—	4.42%	6
COFYX	Columbia Contrarian Core Fund Institutional 3 Clas...	Large Cap Value Equities	Nov 9, 2012	0.61%	-4.93%	14.01%	7.65%	39
COPLX	Copley Fund	Large Cap Value Equities	Sep 1, 1978	2.37%	-4.58%	10.14%	0.00%	31
CRFIX	Calvert Focused Value Fund	Large Cap Value Equities	Apr 28, 2022	0.74%	-0.74%	—	5.81%	26
CSVZX	Columbia Select Large Cap Value Fund Institutional...	Large Cap Value Equities	Sep 27, 2010	0.60%	3.44%	12.77%	8.03%	81
CVFCX	Pioneer Disciplined Value Fund	Large Cap Value Equities	Dec 15, 2005	0.91%	1.41%	10.57%	5.77%	37
CVLVX	Cullen Value Fund	Large Cap Value Equities	Aug 31, 2012	0.75%	3.57%	10.30%	3.66%	73
CZMVX	Multi-Manager Value Strategies Fund	Large Cap Value Equities	Jan 3, 2017	0.69%	3.03%	—	14.98%	37
DAGVX	BNY Mellon Dynamic Value Fund	Large Cap Value Equities	Sep 29, 1995	0.93%	2.60%	12.76%	6.52%	50
DCLVX	Dunham Large Cap Value Fund	Large Cap Value Equities	Dec 10, 2004	2.10%	1.36%	8.87%	4.73%	53
DCUIX	DWS CROCI U.S. Fund	Large Cap Value Equities	Apr 10, 2015	0.67%	-0.82%	9.33%	11.24%	54

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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