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
DDVCX	Nomura Value Fund Class C	Large Cap Value Equities	Apr 30, 2002	1.72%	2.64%	7.11%	25.76%	28
DDVIX	Delaware Value Fund	Large Cap Value Equities	Sep 14, 1998	0.68%	2.61%	8.19%	27.47%	35
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	Feb 19, 1993	0.22%	4.33%	11.17%	1.62%	52
DFP	Dimensional Financial Leaders Fund	Large Cap Value Equities	May 23, 2013	0.01%	-0.39%	6.16%	7.32%	20
DFUVX	DFA U.S. Large Cap Value III Portfolio	Large Cap Value Equities	Feb 2, 1995	0.14%	4.36%	10.55%	1.67%	51
DGEFX	Destinations Equity Income Fund	Large Cap Value Equities	Mar 20, 2017	0.92%	5.06%	—	8.56%	75
DHLAX	Diamond Hill Large Cap Fund	Large Cap Value Equities	Jun 29, 2001	0.96%	-2.34%	10.39%	6.20%	5
DHLRX	Diamond Hill Large Cap Fund Class I	Large Cap Value Equities	Jan 31, 2005	0.67%	-2.43%	9.68%	6.50%	6
DIVHX	Cutler Equity Fund	Large Cap Value Equities	Oct 27, 2020	0.99%	4.90%	—	5.03%	62
DODFX	Dodge & Cox International Stock Fund	Foreign Large Cap Equities, Large Cap Value Equities	—	0.62%	2.00%	10.23%	4.96%	86
DODGX	Dodge & Cox Stock Fund Class I	Large Cap Value Equities	Jan 4, 1965	0.51%	-1.41%	12.58%	9.86%	15
DOXGX	Dodge & Cox Stock Fund	Large Cap Value Equities	Apr 1, 1965	0.41%	-1.38%	—	9.97%	15
DQIRX	BNY Mellon Equity Income Fund	Large Cap Value Equities	Jul 5, 2006	0.78%	0.61%	13.18%	3.18%	74
DRGVX	BNY Mellon Dynamic Value Fund Class I	Large Cap Value Equities	May 31, 2001	0.68%	2.66%	13.00%	6.70%	51
DRIPX	The MP 63 Fund	Large Cap Value Equities	Mar 1, 1999	0.63%	3.54%	9.28%	6.80%	48
DTLVX	Wilshire Large Company Value Portfolio	Large Cap Value Equities	Sep 30, 1992	1.30%	0.14%	8.92%	10.42%	41
DVIPX	Davenport Value & Income Fund	Large Cap Value Equities	Dec 31, 2010	0.87%	1.89%	7.92%	6.60%	33
DVRUX	UBS US Dividend Ruler Fund	Large Cap Value Equities	Jul 8, 2020	0.50%	-1.76%	—	7.93%	49
EATVX	Eaton Vance Tax Managed Value Fund	Large Cap Value Equities	Dec 27, 1999	1.15%	1.86%	10.39%	4.09%	38
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	Sep 23, 1931	1.01%	1.16%	9.90%	6.01%	27

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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