American Beacon Large Cap Value Fund (AADEX) Alternatives
American Beacon Large Cap Value Fund (AADEX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AADEX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to AADEX
AADEX charges 0.63% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among AADEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | AADEX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | AADEX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | AADEX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | AADEX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | AADEX vs TILVX |
Best Risk-Adjusted Alternatives to AADEX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | AADEX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | AADEX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | AADEX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | AADEX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | AADEX vs VALAX |
Top Performing AADEX Alternatives (YTD)
AADEX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | AADEX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | AADEX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | AADEX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | AADEX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | AADEX vs HFCVX |
Lowest Volatility Alternatives to AADEX
AADEX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | AADEX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | AADEX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | AADEX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | AADEX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | AADEX vs ACIIX |
Lowest Drawdown Alternatives to AADEX
AADEX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | AADEX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | AADEX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | AADEX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | AADEX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | AADEX vs PSECX |
Other Mutual Funds from American Beacon
Most popular American Beacon mutual funds on PortfoliosLab, across asset classes.
Often Compared With AADEX
What investors most often compare with AADEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | AADEX vs FXAIX | |
| American Beacon Developing World Income Fund Class... | Emerging Markets Bonds | 98 | 1.59% | Feb 25, 2014 | AADEX vs AGEYX | |
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 65 | -4.01% | Jun 27, 2016 | AADEX vs VTI | |
| American Beacon Bridgeway Large Cap Value Fund | Large Cap Value Equities | 79 | -0.12% | Oct 31, 2003 | AADEX vs BRLVX | |
| American Beacon Shapiro Equity Opportunities Fund | Large Cap Value Equities | 16 | -10.30% | Sep 12, 2017 | AADEX vs SHXPX | |
| American Beacon TwentyFour Sustainable Short Term ... | Short-Term Bond | 95 | -0.49% | Feb 18, 2020 | AADEX vs TFBYX |
Compare AADEX with Any Fund or Stock
Compare AADEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.