AADEX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to AADEX

AADEX charges 0.63% annually. There are 87 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	AADEX vs FBLEX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	AADEX vs SWLVX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	—	Jun 2016	AADEX vs FLCOX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	AADEX vs VIVIX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	238.00B	Nov 2000	AADEX vs VVIAX

Best Risk-Adjusted Alternatives to AADEX

AADEX has a PortfoliosLab risk / return rank of 48. There are 212 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	AADEX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	AADEX vs FGINX
VALAX	Al Frank Fund	96	—	May 2006	AADEX vs VALAX
FSWCX	Fidelity SAI U.S. Value Index Fund	95	—	Dec 2017	AADEX vs FSWCX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	AADEX vs SABTX

Top Performing AADEX Alternatives (YTD)

AADEX is at 8.02% YTD. There are 215 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.

Symbol	Name	YTD Return	AUM	Inception
YAFFX	AMG Yacktman Focused Fund	30.77%	—	May 1997	AADEX vs YAFFX
PKAIX	PIMCO RAE US Fund	24.56%	—	Jun 2015	AADEX vs PKAIX
VALAX	Al Frank Fund	23.13%	—	May 2006	AADEX vs VALAX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	21.74%	—	Jun 2022	AADEX vs AVLVX
PXTIX	PIMCO RAE PLUS Fund	20.74%	—	Jun 2005	AADEX vs PXTIX

Lowest Volatility Alternatives to AADEX

AADEX has 11.53% 1-year volatility. There are 209 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	2.38%	—	Sep 2017	AADEX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.64%	—	Feb 2021	AADEX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.13%	—	Dec 1973	AADEX vs RIDAX
FALIX	Fidelity Advisor Large Cap Fund Class I	8.06%	—	Feb 1996	AADEX vs FALIX
FLCCX	Fidelity Advisor Large Cap Fund Class C	8.06%	—	Nov 1997	AADEX vs FLCCX

Lowest Drawdown Alternatives to AADEX

AADEX has a 1-year max drawdown of -7.31%. There are 166 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
BUFBX	Buffalo Flexible Income Fund	-2.83%	—	Aug 1994	AADEX vs BUFBX
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	AADEX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	AADEX vs HFCVX
TORYX	Torray Fund	-4.50%	—	Dec 1990	AADEX vs TORYX
SVAIX	Federated Hermes Strategic Value Dividend Fund	-4.66%	—	Mar 2005	AADEX vs SVAIX

Other Mutual Funds from American Beacon

The 10 most viewed American Beacon mutual funds shown here include AGEPX, AHTPX, AVFIX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AGEPX	American Beacon Frontier Markets Income Fund	Emerging Markets Bonds	98	6.76%	—	Feb 2014	AADEX vs AGEPX
AHTPX	American Beacon AHL TargetRisk Fund	Tactical Allocation	66	8.71%	—	Dec 2018	AADEX vs AHTPX
AVFIX	American Beacon Small Cap Value Fund	Small Cap Value Equities	68	22.40%	—	Dec 1998	AADEX vs AVFIX
ADNPX	American Beacon ARK Transformational Innovation Fu...	Mid Cap Growth Equities	15	4.66%	—	Jan 2017	AADEX vs ADNPX
AADBX	American Beacon Balanced Fund	Diversified Portfolio	56	5.84%	—	Jul 1987	AADEX vs AADBX
AHLPX	American Beacon AHL Managed Futures Strategy Fund	Systematic Trend	87	12.66%	—	Aug 2014	AADEX vs AHLPX
TIVFX	American Beacon Tocqueville International Value Fu...	Foreign Large Cap Equities	93	35.17%	—	Aug 1994	AADEX vs TIVFX
AAIEX	American Beacon International Equity Fund	Foreign Large Cap Equities	29	7.76%	—	Aug 1991	AADEX vs AAIEX
SHYPX	American Beacon SiM High Yld Opps Fund	High Yield Bonds	96	2.13%	—	Feb 2011	AADEX vs SHYPX
AGEYX	American Beacon Developing World Income Fund Class...	Emerging Markets Bonds	98	6.71%	—	Feb 2014	AADEX vs AGEYX

Often Compared With AADEX

Investors most often compare AADEX with FXAIX, BRLVX, TFBYX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	73	11.71%	—	Feb 1988	AADEX vs FXAIX
BRLVX	American Beacon Bridgeway Large Cap Value Fund	Large Cap Value Equities	91	15.67%	—	Oct 2003	AADEX vs BRLVX
TFBYX	American Beacon TwentyFour Sustainable Short Term ...	Short-Term Bond	64	0.90%	—	Feb 2020	AADEX vs TFBYX
BRLGX	American Beacon Bridgeway Large Cap Growth Fund	Large Cap Growth Equities	47	18.19%	—	Oct 2003	AADEX vs BRLGX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	68	11.20%	2.20T	May 2001	AADEX vs VTI
LEIFX	Federated Hermes Equity Income Fund	Large Cap Value Equities	53	5.16%	—	Dec 1986	AADEX vs LEIFX
TFGPX	American Beacon TwentyFour Strategic Income Fund	Multisector Bonds	64	1.02%	—	Apr 2017	AADEX vs TFGPX
SLVIX	Columbia Select Large Cap Value Fund Institutional...	Large Cap Value Equities	89	13.57%	—	Nov 2001	AADEX vs SLVIX
SPFLX	American Beacon Sound Point Floating Rate Income F...	Bank Loan	—	—	—	Dec 2012	AADEX vs SPFLX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	79	6.25%	—	Dec 2019	AADEX vs TOWFX
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	22	10.15%	—	Jun 2021	AADEX vs GQHPX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	73	12.57%	20.00B	Mar 2016	AADEX vs VIHAX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	14	17.13%	—	Jan 1984	AADEX vs AVERX
DODFX	Dodge & Cox International Stock Fund	Foreign Large Cap Equities, Large Cap Value Equities	59	12.76%	—	—	AADEX vs DODFX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	42	6.29%	—	Jul 1998	AADEX vs ACIIX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	51	6.76%	—	Jul 1999	AADEX vs AUXFX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	41	6.14%	6.45B	Aug 1994	AADEX vs TWEIX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	57	11.26%	—	Feb 2001	AADEX vs HDCTX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	94	17.29%	—	Apr 2003	AADEX vs NEIMX
LEXCX	Voya Corporate Leaders Trust Fund	Large Cap Value Equities	53	18.37%	—	Nov 1935	AADEX vs LEXCX

Compare AADEX with Any Fund or Stock

Compare AADEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair AADEX with funds that move differently

American Beacon Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AADEX.

Explore AADEX Diversifiers

American Beacon Large Cap Value Fund (AADEX) Alternatives