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
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 | |
| Al Frank Fund | 96 | — | May 2006 | |
| SA U.S. Value Fund | 96 | — | Aug 1999 | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 |
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.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 16.61% | — | Oct 1993 | |
| Delaware Growth and Income Fund | 16.31% | — | Oct 1993 | |
| Fidelity Large Cap Stock K6 Fund | 16.21% | — | May 2017 | |
| Fidelity Advisor Capital Development Fund Class O | 16.17% | — | Dec 1985 | |
| Fidelity Advisor Capital Development Fund Class I | 15.99% | — | Jul 2005 |
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 | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 |
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.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Glenmede Women in Leadership U.S. Equity Portfolio | 92.64% | — | Dec 2015 | |
| SEI Institutional Investments Trust U.S. Managed V... | 87.62% | — | Dec 2008 | |
| John Hancock Classic Value Fund | 34.10% | — | Jun 1996 | |
| MassMutual Diversified Value Fund | 29.31% | — | Oct 2004 | |
| Torray Fund | 29.24% | — | Dec 1990 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 554 Mutual fundsMunicipal Bonds · 504 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 432 Mutual fundsLarge Cap Blend Equities · 412 Mutual fundsGlobal Equities · 261 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsEmerging Markets Diversified · 174 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 134 Mutual fundsMid Cap Blend Equities · 132 Mutual fundsSmall Cap Value Equities · 131 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 115 Mutual fundsIntermediate Core Bond · 107 Mutual fundsTotal Bond Market · 104 Mutual fundsMultisector Bonds · 103 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 100 Mutual fundsEnergy Equities · 88 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 81 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 Mutual fundsNontraditional Bonds · 75 Mutual funds
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. FXAIXFGRIX vs. FDVVFGRIX 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. VTVFLCOX vs. FXAIXFLCOX 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. FSPSXDODFX vs. VFIAXDODFX vs. RERGXDODFX vs. VTSMXDODFX vs. SPY