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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
Glenmede Equity Income PortfolioLarge Cap Value EquitiesDec 21, 20160.85%
1.59%
15.93%
21
Columbia Dividend Income Fund Class SLarge Cap Value EquitiesOct 2, 20240.65%
3.24%
5.23%
62
Lord Abbett Fundamental Equity FundLarge Cap Value EquitiesJan 3, 19941.71%
-0.96%
9.85%
8.97%
47
GMO U.S. Equity FundLarge Cap Value EquitiesSep 18, 19850.47%
-2.06%
12.58%
11.93%
78
Victory RS Large Cap Alpha FundLarge Cap Value EquitiesJun 1, 19720.89%
0.88%
11.09%
11.10%
53
GuidepathGrowth and Income FundLarge Cap Value EquitiesApr 30, 20180.85%
4.41%
14.23%
44
GQG Partners US Quality Dividend Income FundLarge Cap Value EquitiesJun 29, 20210.57%
11.80%
2.66%
39
Glenmede Quantitative U.S. Large Cap Value Equity ...Large Cap Value EquitiesNov 13, 20170.85%
2.79%
7.70%
48
Columbia Dividend Income FundLarge Cap Value EquitiesMar 4, 19980.66%
3.24%
12.14%
5.23%
71
Goldman Sachs Equity Income FundLarge Cap Value EquitiesFeb 5, 19931.20%
3.46%
10.81%
9.72%
45
Goldman Sachs Large Cap Value FundLarge Cap Value EquitiesDec 15, 19990.73%
1.22%
11.24%
14.30%
31
Gotham Large Value FundLarge Cap Value EquitiesDec 31, 20151.05%
3.27%
11.44%
44
GuideStone Funds Value Equity FundLarge Cap Value EquitiesAug 27, 20010.64%
-0.70%
9.37%
15.59%
30
Glenmede Women in Leadership U.S. Equity PortfolioLarge Cap Value EquitiesDec 22, 20150.85%
-6.79%
2.61%
0.95%
0
Hillman Value FundLarge Cap Value EquitiesDec 29, 20000.95%
-1.43%
16.69%
15
HCM Dividend Sector Plus FundLarge Cap Value EquitiesMar 10, 20152.38%
-5.01%
14.00%
0.45%
62
Rational Equity Armor FundLarge Cap Value EquitiesFeb 28, 20011.17%
-1.36%
4.46%
0.12%
58
The Hartford Dividend and Growth FundLarge Cap Value EquitiesJul 22, 19960.69%
-2.90%
12.16%
12.66%
41
Hennessy Cornerstone Value FundLarge Cap Value EquitiesNov 1, 19961.23%
9.21%
10.85%
6.77%
73
Hennessy Cornerstone Large Cap Growth FundLarge Cap Value EquitiesMar 20, 20091.29%
4.24%
10.58%
5.82%
35

Rows per page

141–160 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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