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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.


Category is Large Cap Value Equities
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
EIC Value FundLarge Cap Value EquitiesApr 29, 20110.95%
3.07%
11.33%
8.68%
37
Eaton Vance Focused Value Opportunities FundLarge Cap Value EquitiesMar 7, 20110.74%
-0.14%
10.83%
5.59%
29
Allspring Special Large Cap Value FundLarge Cap Value EquitiesAug 1, 20060.70%
-0.55%
12.32%
7.41%
43
MainStay Epoch U.S. Equity Yield FundLarge Cap Value EquitiesDec 3, 20080.73%
2.92%
10.18%
6.67%
52
MFS Equity Income FundLarge Cap Value EquitiesSep 27, 20120.64%
2.75%
11.73%
11.84%
65
Fidelity Advisor Equity Income Fund Class ILarge Cap Value EquitiesApr 25, 19830.65%4.49%
Fairholme FundLarge Cap Value EquitiesDec 29, 19991.00%
5.32%
10.56%
0.55%
68
Fidelity Advisor Large Cap Fund Class ALarge Cap Value EquitiesSep 3, 19960.80%
0.00%
14.35%
6.03%
65
Fidelity Advisor Large Cap Fund Class MLarge Cap Value EquitiesFeb 20, 19961.05%
0.00%
13.44%
5.76%
62
Fidelity Advisor Large Cap Fund Class ILarge Cap Value EquitiesFeb 20, 19960.54%
0.00%
14.62%
5.86%
65
Fidelity Blue Chip Value FundLarge Cap Value EquitiesJun 17, 20030.63%
-0.15%
7.74%
2.95%
30
Fidelity Series Stock Selector Large Cap Value Fun...Large Cap Value EquitiesDec 6, 20120.01%
0.05%
11.35%
11.10%
52
Cantor FBP Equity & Dividend Plus FundLarge Cap Value EquitiesJul 30, 19931.12%
5.12%
10.11%
40
Fidelity Large Cap Stock K6 FundLarge Cap Value EquitiesMay 25, 20170.45%
-1.82%
4.63%
82
Fidelity Advisor Capital Development Fund Class CLarge Cap Value EquitiesJul 12, 20051.80%
-2.21%
13.77%
11.86%
79
Fidelity Advisor Capital Development Fund Class ILarge Cap Value EquitiesJul 12, 20050.71%
-2.02%
14.87%
10.49%
83
Fidelity Advisor Capital Development Fund Class OLarge Cap Value EquitiesDec 30, 19850.56%
-1.95%
15.03%
10.55%
84
Fidelity Dividend Growth FundLarge Cap Value EquitiesApr 27, 19930.48%
-0.09%
12.41%
9.36%
85
Fidelity Dividend Growth Fund Class KLarge Cap Value EquitiesMay 9, 20080.38%
-0.07%
11.96%
6.82%
77
Fidelity Advisor Capital Development Fund Class ALarge Cap Value EquitiesApr 30, 19990.85%
-2.04%
14.73%
10.99%
82

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81–100 of 336

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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