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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
Fidelity Advisor Stock Selector Large Cap Value Fu...Large Cap Value EquitiesFeb 13, 20071.06%
-0.18%
10.35%
9.88%
40
Fidelity Advisor Stock Selector Large Cap Value Fu...Large Cap Value EquitiesFeb 13, 20071.88%
-0.37%
9.46%
9.36%
37
Fidelity Advisor Stock Selector Large Cap Value Fu...Large Cap Value EquitiesFeb 13, 20070.75%
-0.09%
10.66%
9.88%
42
Fidelity Advisor Stock Selector Large Cap Value Fu...Large Cap Value EquitiesFeb 13, 20071.32%
-0.24%
10.04%
9.63%
38
Fidelity New Millennium FundLarge Cap Value EquitiesDec 28, 19920.59%
-3.19%
13.84%
0.00%
40
Fidelity Series Value Discovery FundLarge Cap Value EquitiesDec 6, 20120.00%
1.55%
10.86%
8.64%
65
Cohen & Steers Closed-End Opportunity FundLarge Cap Value EquitiesNov 24, 20060.95%
1.12%
10.88%
7.97%
46
Fidelity Advisor Stock Selector Large Cap Value Fu...Large Cap Value EquitiesFeb 1, 20170.65%
-0.08%
9.01%
42
Fidelity Stock Selector Large Cap Value FundLarge Cap Value EquitiesNov 15, 20010.76%
-0.09%
10.68%
9.94%
49
Federated Hermes MDT Large Cap Value FundLarge Cap Value EquitiesMar 31, 19820.99%
1.33%
12.01%
6.18%
57
Invesco Dividend Income FundLarge Cap Value EquitiesJun 2, 19860.94%
1.77%
8.01%
11.72%
54
Fidelity SAI U.S. Value Index FundLarge Cap Value EquitiesDec 19, 20170.10%
1.49%
7.29%
62
Fidelity Value Discovery FundLarge Cap Value EquitiesDec 10, 20020.80%
1.32%
9.56%
8.73%
65
Fidelity Value Discovery Fund Class KLarge Cap Value EquitiesMay 9, 20080.70%
1.34%
9.66%
8.79%
56
Fidelity Advisor Value Leaders Fund Class ALarge Cap Value EquitiesJun 17, 20031.15%2.48%
American Funds Washington Mutual F3Large Cap Value EquitiesJan 27, 20170.26%
-3.10%
10.76%
42
The Gabelli Equity Trust IncLarge Cap Value EquitiesAug 21, 19860.01%
-8.87%
11.13%
10.99%
19
Gabelli Dividend Growth FundLarge Cap Value EquitiesAug 26, 19992.00%
2.10%
8.64%
12.36%
64
Goldman Sachs Large Cap Value Insights FundLarge Cap Value EquitiesDec 31, 19980.56%
0.34%
12.17%
7.57%
40
Genter Dividend Income FundLarge Cap Value EquitiesDec 31, 20081.25%
7.98%
11.45%
4.42%
71

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121–140 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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