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
HHDVX	Hamlin High Dividend Equity Fund	Large Cap Value Equities	Mar 30, 2012	1.15%	0.31%	10.61%	4.27%	15
HIADX	Hartford Dividend and Growth HLS Fund	Large Cap Value Equities	Mar 9, 1994	0.66%	-2.84%	11.89%	19.27%	39
HLIEX	JPMorgan Equity Income Fund	Large Cap Value Equities	Jul 2, 1987	0.70%	1.82%	11.41%	10.66%	36
HLQVX	JPMorgan Large Cap Value Fund	Large Cap Value Equities	Mar 1, 1991	0.69%	-0.52%	12.94%	8.04%	38
HNDDX	Horizon Active Dividend Fund	Large Cap Value Equities	Dec 28, 2016	1.10%	-0.99%	—	6.61%	72
HOVLX	Homestead Funds Value Fund	Large Cap Value Equities	Nov 19, 1990	0.63%	1.86%	11.91%	10.42%	38
HQIFX	Hartford Equity Income Fund Class F	Large Cap Value Equities	Feb 28, 2017	0.64%	0.25%	—	13.01%	29
HQIYX	The Hartford Equity Income Fund	Large Cap Value Equities	Aug 28, 2003	0.74%	0.68%	11.42%	13.08%	30
HRCVX	Carillon Eagle Growth & Income Fund	Large Cap Value Equities	Dec 15, 1986	0.96%	1.25%	10.69%	19.07%	48
HUDIX	Huber Large Cap Value Fund	Large Cap Value Equities	Dec 31, 2012	1.15%	-0.65%	10.30%	1.10%	31
HULIX	Huber Select Large Cap Value Fund	Large Cap Value Equities	Jun 29, 2007	1.39%	-0.40%	12.12%	1.17%	19
HWAIX	Hotchkis & Wiley Value Opportunities Fund	Large Cap Value Equities	Dec 31, 2002	0.94%	0.07%	12.61%	3.68%	22
HWCIX	Hotchkis & Wiley Diversified Value Fund	Large Cap Value Equities	Aug 30, 2004	0.80%	0.23%	12.13%	11.12%	36
HWLIX	Hotchkis & Wiley Large Cap Value Fund	Large Cap Value Equities	Jun 24, 1987	0.95%	0.36%	11.49%	8.09%	37
ICSFX	Invesco Comstock Fund Class R6	Large Cap Value Equities	Sep 24, 2012	0.44%	0.06%	18.08%	9.23%	34
IDIVX	Integrity Dividend Harvest Fund	Large Cap Value Equities	May 1, 2012	0.95%	5.61%	10.84%	6.62%	73
IEDAX	Voya Large Cap Value Fund	Large Cap Value Equities	Dec 18, 2007	1.10%	-3.21%	11.49%	8.00%	9
INDZX	Columbia Large Cap Value Fund	Large Cap Value Equities	Oct 15, 1990	0.97%	1.74%	12.05%	7.19%	69
INUTX	Columbia Dividend Opportunity Fund	Large Cap Value Equities	Aug 1, 1988	1.06%	5.05%	10.04%	7.72%	54
IPEIX	Voya Large Cap Value Portfolio	Large Cap Value Equities	May 11, 2007	0.64%	—	—	29.40%	—

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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