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
IPFPX	Poplar Forest Partners Fund	Large Cap Value Equities	Dec 31, 2009	0.95%	1.85%	9.62%	9.30%	44
IRPSX	VY T. Rowe Price Equity Income Portfolio	Large Cap Value Equities	Jan 24, 1989	0.86%	—	—	68.64%	—
IRVIX	Voya Russell Large Cap Value Index Portfolio	Large Cap Value Equities	May 1, 2009	0.35%	1.70%	10.60%	29.39%	39
IVGSX	VY Invesco Growth and Income Portfolio	Large Cap Value Equities	Oct 4, 1993	0.86%	0.34%	10.79%	23.48%	32
IVKIX	VY Invesco Comstock Portfolio	Large Cap Value Equities	May 1, 2002	0.70%	0.09%	13.79%	12.61%	25
JDVWX	John Hancock Disciplined Value Fund	Large Cap Value Equities	Jan 16, 1997	0.60%	1.81%	11.55%	6.60%	59
JIEMX	John Hancock Funds II Equity Income Fund	Large Cap Value Equities	Oct 14, 2005	0.76%	0.91%	4.31%	1.35%	1
JVASX	JPMorgan Value Advantage Fund	Large Cap Value Equities	Feb 28, 2005	0.79%	-0.22%	10.93%	12.73%	15
JVLIX	John Hancock Funds Disciplined Value Fund	Large Cap Value Equities	Jan 2, 1997	0.76%	2.51%	11.51%	6.47%	59
KCVIX	Knights of Columbus Large Cap Value Fund	Large Cap Value Equities	Feb 27, 2015	0.90%	4.78%	12.00%	8.15%	74
KDHAX	DWS CROCI Equity Dividend Fd	Large Cap Value Equities	Mar 18, 1988	1.01%	2.37%	8.41%	16.27%	8
LAFFX	Lord Abbett Affiliated Fund	Large Cap Value Equities	Jan 3, 1950	0.71%	1.65%	10.20%	7.08%	53
LBSAX	Columbia Dividend Income Fund Class A	Large Cap Value Equities	Nov 25, 2002	0.90%	3.32%	11.89%	4.99%	59
LBWIX	BrandywineGLOBAL - Diversified US Large Cap Value ...	Large Cap Value Equities	Sep 7, 2010	0.84%	3.06%	11.48%	12.08%	51
LCEAX	Invesco Diversified Dividend Fund	Large Cap Value Equities	Dec 31, 2001	0.81%	0.34%	8.35%	12.54%	44
LEIFX	Federated Hermes Equity Income Fund	Large Cap Value Equities	Dec 30, 1986	1.11%	4.32%	7.86%	24.30%	71
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	Nov 18, 1935	0.52%	14.09%	11.75%	1.45%	27
LGVAX	ClearBridge Value Fund Class A	Large Cap Value Equities	Feb 2, 2009	1.01%	1.17%	11.44%	10.64%	26
LIFLX	Lord Abbett Focused Large Cap Value Fund	Large Cap Value Equities	Jul 31, 2019	0.68%	-1.67%	—	0.67%	53
LLPFX	Longleaf Partners Fund	Large Cap Value Equities	Apr 8, 1987	0.79%	-4.19%	6.02%	13.43%	7

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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