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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
337
Avg. Expense Ratio
0.82%
Avg. Yield
8.15%
Avg. 1 Year Return
23.82%
Median Risk/Return Score
63 / 100
The Best Large Cap Value Equities Mutual Funds

333 results

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Nomura Value Fund Class CLarge Cap Value EquitiesApr 30, 20021.72%
6.26%
6.75%
24.88%
30
Delaware Value FundLarge Cap Value EquitiesSep 14, 19980.68%
6.68%
7.86%
26.42%
35
DFA U.S. Large Cap Value PortfolioLarge Cap Value EquitiesFeb 19, 19930.22%
16.74%
11.93%
1.44%
92
DFA U.S. Large Cap Value III PortfolioLarge Cap Value EquitiesFeb 2, 19950.14%
16.80%
11.30%
1.49%
92
Destinations Equity Income FundLarge Cap Value EquitiesMar 20, 20170.92%
8.58%
8.28%
65
Diamond Hill Large Cap FundLarge Cap Value EquitiesJun 29, 20010.96%
1.09%
10.55%
5.99%
6
Diamond Hill Large Cap Fund Class ILarge Cap Value EquitiesJan 31, 20050.67%
1.18%
9.86%
6.27%
6
Cutler Equity FundLarge Cap Value EquitiesOct 27, 20200.99%
9.54%
5.12%
53
Dodge & Cox International Stock FundForeign Large Cap Equities, Large Cap Value Equities0.62%
12.39%
10.82%
4.50%
60
Dodge & Cox Stock Fund Class ILarge Cap Value EquitiesJan 4, 19650.51%
4.64%
12.74%
9.29%
25
Dodge & Cox Stock FundLarge Cap Value EquitiesApr 1, 19650.41%
4.66%
9.39%
25
BNY Mellon Equity Income FundLarge Cap Value EquitiesJul 5, 20060.78%
15.14%
14.55%
2.83%
91
BNY Mellon Dynamic Value Fund Class ILarge Cap Value EquitiesMay 31, 20010.68%
15.06%
13.75%
5.98%
84
The MP 63 FundLarge Cap Value EquitiesMar 1, 19990.63%
11.48%
9.89%
6.31%
65
Wilshire Large Company Value PortfolioLarge Cap Value EquitiesSep 30, 19921.30%
10.18%
9.64%
9.47%
63
Davenport Value & Income FundLarge Cap Value EquitiesDec 31, 20100.87%
5.93%
8.01%
6.34%
29
UBS US Dividend Ruler FundLarge Cap Value EquitiesJul 8, 20200.50%
11.01%
7.01%
67
Eaton Vance Tax Managed Value FundLarge Cap Value EquitiesDec 27, 19991.15%
16.27%
11.64%
3.58%
84
Eaton Vance Large-Cap Value FundLarge Cap Value EquitiesSep 23, 19311.01%
12.69%
10.93%
5.40%
59
EIC Value FundLarge Cap Value EquitiesApr 29, 20110.95%
4.19%
11.14%
8.59%
18

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61–80 of 333

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.

0%Annualized Volatility0%Annualized Return

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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.

Best-Performing Large Cap Value Equities Mutual funds Over 5 Years

The top Large Cap Value Equities Mutual funds is FGIPX (16.61%). Across the lineup, Large Cap Value Equities Mutual funds show an average 1-year return of 23.82% and an average 5-year return of 9.96%, providing a clearer view of performance across different investment horizons.

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.

Highest-Yield Large Cap Value Equities Mutual funds

The top Large Cap Value Equities Mutual funds is GWILX (92.64%). Across the lineup, Large Cap Value Equities Mutual funds show an average dividend yield of 8.15%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.

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