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

333 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
HLIEX	JPMorgan Equity Income Fund	Large Cap Value Equities	Jul 2, 1987	0.70%	11.28%	12.12%	9.72%	71
HLQVX	JPMorgan Large Cap Value Fund	Large Cap Value Equities	Mar 1, 1991	0.69%	8.06%	13.44%	7.40%	49
HNDDX	Horizon Active Dividend Fund	Large Cap Value Equities	Dec 28, 2016	1.10%	10.87%	—	6.24%	84
HOVLX	Homestead Funds Value Fund	Large Cap Value Equities	Nov 19, 1990	0.63%	9.51%	12.26%	9.69%	54
HQIFX	Hartford Equity Income Fund Class F	Large Cap Value Equities	Feb 28, 2017	0.64%	6.56%	—	12.24%	40
HQIYX	The Hartford Equity Income Fund	Large Cap Value Equities	Aug 28, 2003	0.74%	7.12%	11.68%	12.30%	44
HRCVX	Carillon Eagle Growth & Income Fund	Large Cap Value Equities	Dec 15, 1986	0.96%	9.79%	11.18%	18.05%	64
HUDIX	Huber Large Cap Value Fund	Large Cap Value Equities	Dec 31, 2012	1.15%	7.54%	10.62%	1.02%	53
HULIX	Huber Select Large Cap Value Fund	Large Cap Value Equities	Jun 29, 2007	1.39%	5.47%	12.21%	1.11%	29
HWAIX	Hotchkis & Wiley Value Opportunities Fund	Large Cap Value Equities	Dec 31, 2002	0.94%	10.73%	13.53%	3.33%	43
HWCIX	Hotchkis & Wiley Diversified Value Fund	Large Cap Value Equities	Aug 30, 2004	0.80%	9.72%	12.60%	10.16%	61
HWLIX	Hotchkis & Wiley Large Cap Value Fund	Large Cap Value Equities	Jun 24, 1987	0.95%	9.78%	11.91%	7.40%	68
ICSFX	Invesco Comstock Fund Class R6	Large Cap Value Equities	Sep 24, 2012	0.44%	10.77%	18.80%	8.34%	69
IDIVX	Integrity Dividend Harvest Fund	Large Cap Value Equities	May 1, 2012	0.95%	15.81%	11.56%	6.35%	93
IEDAX	Voya Large Cap Value Fund	Large Cap Value Equities	Dec 18, 2007	1.10%	9.11%	12.38%	7.32%	40
INDZX	Columbia Large Cap Value Fund	Large Cap Value Equities	Oct 15, 1990	0.97%	13.82%	12.87%	6.42%	89
INUTX	Columbia Dividend Opportunity Fund	Large Cap Value Equities	Aug 1, 1988	1.06%	13.79%	10.57%	7.12%	82
IPFPX	Poplar Forest Partners Fund	Large Cap Value Equities	Dec 31, 2009	0.95%	17.29%	10.54%	8.08%	89
IRVIX	Voya Russell Large Cap Value Index Portfolio	Large Cap Value Equities	May 1, 2009	0.35%	14.77%	11.53%	3.84%	91
IRVSX	Voya Russell Large Cap Value Index Portfolio Class...	Large Cap Value Equities	—	0.59%	14.56%	11.25%	3.60%	92

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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Time Period

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
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993
VALAX	Al Frank Fund	96	—	May 2006
SABTX	SA U.S. Value Fund	96	—	Aug 1999
FSWCX	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
FGIPX	Nomura Growth and Income Fund Institutional Class	16.61%	—	Oct 1993
FGINX	Delaware Growth and Income Fund	16.31%	—	Oct 1993
FCLKX	Fidelity Large Cap Stock K6 Fund	16.21%	—	May 2017
FDETX	Fidelity Advisor Capital Development Fund Class O	16.17%	—	Dec 1985
FDEIX	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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998
VVIAX	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
GWILX	Glenmede Women in Leadership U.S. Equity Portfolio	92.64%	—	Dec 2015
SVYAX	SEI Institutional Investments Trust U.S. Managed V...	87.62%	—	Dec 2008
PZFVX	John Hancock Classic Value Fund	34.10%	—	Jun 1996
MDDAX	MassMutual Diversified Value Fund	29.31%	—	Oct 2004
TORYX	Torray Fund	29.24%	—	Dec 1990

Top Mutual funds Categories

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