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
IVGSX	VY Invesco Growth and Income Portfolio	Large Cap Value Equities	Oct 4, 1993	0.86%	8.64%	11.14%	21.69%	65
IVKIX	VY Invesco Comstock Portfolio	Large Cap Value Equities	May 1, 2002	0.70%	10.66%	14.48%	11.41%	71
JDVWX	John Hancock Disciplined Value Fund	Large Cap Value Equities	Jan 16, 1997	0.60%	17.26%	12.81%	5.73%	86
JIEMX	John Hancock Funds II Equity Income Fund	Large Cap Value Equities	Oct 14, 2005	0.76%	12.85%	5.04%	1.21%	1
JVASX	JPMorgan Value Advantage Fund	Large Cap Value Equities	Feb 28, 2005	0.79%	7.94%	11.47%	11.77%	36
JVLIX	John Hancock Funds Disciplined Value Fund	Large Cap Value Equities	Jan 2, 1997	0.76%	17.19%	12.70%	5.66%	86
KCVIX	Knights of Columbus Large Cap Value Fund	Large Cap Value Equities	Feb 27, 2015	0.90%	15.46%	12.90%	7.69%	90
KDHAX	DWS CROCI Equity Dividend Fd	Large Cap Value Equities	Mar 18, 1988	1.01%	11.83%	9.20%	14.89%	28
LAFFX	Lord Abbett Affiliated Fund	Large Cap Value Equities	Jan 3, 1950	0.71%	10.38%	10.80%	6.52%	62
LBSAX	Columbia Dividend Income Fund Class A	Large Cap Value Equities	Nov 25, 2002	0.90%	8.67%	12.24%	4.74%	73
LBWIX	BrandywineGLOBAL - Diversified US Large Cap Value ...	Large Cap Value Equities	Sep 7, 2010	0.84%	10.91%	12.00%	11.23%	81
LCEAX	Invesco Diversified Dividend Fund	Large Cap Value Equities	Dec 31, 2001	0.81%	5.71%	8.66%	11.90%	46
LEIFX	Federated Hermes Equity Income Fund	Large Cap Value Equities	Dec 30, 1986	1.11%	6.40%	7.91%	23.98%	59
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	Nov 18, 1935	0.52%	19.24%	11.93%	1.38%	59
LGVAX	ClearBridge Value Fund Class A	Large Cap Value Equities	Feb 2, 2009	1.01%	11.61%	12.00%	9.64%	56
LIFLX	Lord Abbett Focused Large Cap Value Fund	Large Cap Value Equities	Jul 31, 2019	0.68%	2.91%	—	0.64%	35
LLPFX	Longleaf Partners Fund	Large Cap Value Equities	Apr 8, 1987	0.79%	-2.03%	5.60%	13.14%	5
LMVTX	ClearBridge Value Trust	Large Cap Value Equities	Apr 16, 1982	1.74%	11.28%	11.22%	9.29%	53
LOMAX	Edgar Lomax Value Fund	Large Cap Value Equities	Dec 12, 1997	0.70%	10.12%	10.61%	5.75%	85
LSVEX	LSV Value Equity Fund	Large Cap Value Equities	Mar 31, 1999	0.66%	15.69%	10.90%	16.76%	89

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
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	—	Oct 2002

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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