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
FDTZX	Fidelity Advisor Capital Development Fund Class M	Large Cap Value Equities	Jul 12, 2005	1.33%	-2.10%	14.25%	11.28%	80
FDVKX	Fidelity Value Discovery K6 Fund	Large Cap Value Equities	May 25, 2017	0.45%	1.40%	—	13.28%	56
FEIAX	Fidelity Advisor Equity Income Fund Class A	Large Cap Value Equities	Sep 3, 1996	0.90%	—	—	4.77%	—
FEIFX	Franklin Equity Income Fund	Large Cap Value Equities	May 15, 2008	0.58%	1.18%	12.94%	10.21%	65
FEIKX	Fidelity Equity-Income Fund Class K	Large Cap Value Equities	May 9, 2008	0.49%	3.22%	11.72%	4.89%	72
FEKFX	Fidelity Equity-Income K6 Fund	Large Cap Value Equities	Jun 13, 2019	0.34%	3.27%	—	2.90%	74
FEQIX	Fidelity Equity-Income Fund	Large Cap Value Equities	May 16, 1966	0.57%	3.19%	11.62%	4.82%	76
FEQTX	Fidelity Equity Dividend Income Fund	Large Cap Value Equities	Aug 21, 1990	0.58%	2.26%	9.69%	1.55%	15
FETKX	Fidelity Equity Dividend Income Fund Class K	Large Cap Value Equities	May 9, 2008	0.49%	2.29%	9.79%	1.53%	13
FFEIX	Nuveen Dividend Value Fund	Large Cap Value Equities	Dec 18, 1992	0.96%	-1.94%	9.33%	7.21%	33
FGIKX	Fidelity Growth & Income Portfolio Class K	Large Cap Value Equities	May 9, 2008	0.49%	-0.45%	13.44%	7.78%	61
FGINX	Delaware Growth and Income Fund	Large Cap Value Equities	Oct 4, 1993	1.02%	4.63%	12.18%	10.86%	89
FGRIX	Fidelity Growth & Income Portfolio	Large Cap Value Equities	Dec 30, 1985	0.57%	-0.48%	13.81%	9.83%	76
FIDLX	Fidelity Advisor Large Cap Fund Class Z	Large Cap Value Equities	Feb 1, 2017	0.42%	0.00%	—	5.87%	67
FIKDX	Kempner Multi-Cap Deep Value Fund	Large Cap Value Equities	Apr 25, 2008	0.95%	0.00%	9.02%	32.65%	5
FIOOX	Fidelity Series Large Cap Value Index Fund	Large Cap Value Equities	Nov 7, 2013	0.00%	2.08%	10.29%	3.46%	55
FISEX	Franklin Equity Income Fund	Large Cap Value Equities	Mar 15, 1988	0.85%	1.15%	11.10%	9.97%	70
FLCCX	Fidelity Advisor Large Cap Fund Class C	Large Cap Value Equities	Nov 3, 1997	1.57%	0.00%	13.59%	6.79%	64
FLCOX	Fidelity Large Cap Value Index Fund	Large Cap Value Equities	Jun 7, 2016	0.04%	2.08%	—	1.48%	57
FLCSX	Fidelity Large Cap Stock Fund	Large Cap Value Equities	Jun 22, 1995	0.54%	-1.90%	14.52%	6.62%	85

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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