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 83 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
VIVIX	Vanguard Value Index Fund Institutional Shares	0.03%	—	Jul 1998	AADEX vs VIVIX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	AADEX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	AADEX vs SWLVX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	245.00B	Nov 2000	AADEX vs VVIAX

Best Risk-Adjusted Alternatives to AADEX

AADEX has a PortfoliosLab risk / return rank of 56. There are 219 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
FGIPX	Nomura Growth and Income Fund Institutional Class	97	—	Oct 1993	AADEX vs FGIPX
FGINX	Delaware Growth and Income Fund	97	—	Oct 1993	AADEX vs FGINX
MALVX	BlackRock Advantage Large Cap Value Fund	96	—	Dec 1999	AADEX vs MALVX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	96	—	Jun 2022	AADEX vs AVLVX
PKAIX	PIMCO RAE US Fund	96	—	Jun 2015	AADEX vs PKAIX

Top Performing AADEX Alternatives (YTD)

AADEX is at 9.13% YTD. There are 254 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.

Symbol	Name	YTD Return	AUM	Inception
PKAIX	PIMCO RAE US Fund	26.69%	—	Jun 2015	AADEX vs PKAIX
LEXCX	Voya Corporate Leaders Trust Fund	25.66%	—	Nov 1935	AADEX vs LEXCX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	24.02%	—	Jun 2022	AADEX vs AVLVX
PXTIX	PIMCO RAE PLUS Fund	22.46%	—	Jun 2005	AADEX vs PXTIX
NFJEX	Virtus NFJ Dividend Value Fund	22.28%	—	May 2000	AADEX vs NFJEX

Lowest Volatility Alternatives to AADEX

AADEX has 11.63% 1-year volatility. There are 195 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.33%	—	Sep 2017	AADEX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.63%	—	Feb 2021	AADEX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.36%	—	Dec 1973	AADEX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.49%	—	Feb 1996	AADEX vs FALGX
TWEIX	American Century Equity Income Fund	8.54%	6.45B	Aug 1994	AADEX vs TWEIX

Lowest Drawdown Alternatives to AADEX

AADEX has a 1-year max drawdown of -7.31%. There are 163 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
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
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	AADEX vs BUFBX
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	99	7.96%	—	Feb 2014	AADEX vs AGEPX
AHTPX	American Beacon AHL TargetRisk Fund	Tactical Allocation	68	7.49%	—	Dec 2018	AADEX vs AHTPX
AVFIX	American Beacon Small Cap Value Fund	Small Cap Value Equities	81	26.72%	—	Dec 1998	AADEX vs AVFIX
TIVFX	American Beacon Tocqueville International Value Fu...	Foreign Large Cap Equities	82	28.25%	—	Aug 1994	AADEX vs TIVFX
ADNPX	American Beacon ARK Transformational Innovation Fu...	Mid Cap Growth Equities	7	5.29%	—	Jan 2017	AADEX vs ADNPX
AADBX	American Beacon Balanced Fund	Diversified Portfolio	53	5.19%	—	Jul 1987	AADEX vs AADBX
AHLPX	American Beacon AHL Managed Futures Strategy Fund	Systematic Trend	89	10.94%	—	Aug 2014	AADEX vs AHLPX
AAIEX	American Beacon International Equity Fund	Foreign Large Cap Equities	41	9.80%	—	Aug 1991	AADEX vs AAIEX
SHYPX	American Beacon SiM High Yld Opps Fund	High Yield Bonds	97	2.40%	—	Feb 2011	AADEX vs SHYPX
AGEYX	American Beacon Developing World Income Fund Class...	Emerging Markets Bonds	99	8.07%	—	Feb 2014	AADEX vs AGEYX

Often Compared With AADEX

Investors most often compare AADEX with FXAIX, BRLGX, BRLVX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	69	11.32%	—	Feb 1988	AADEX vs FXAIX
BRLGX	American Beacon Bridgeway Large Cap Growth Fund	Large Cap Growth Equities	42	17.45%	—	Oct 2003	AADEX vs BRLGX
BRLVX	American Beacon Bridgeway Large Cap Value Fund	Large Cap Value Equities	94	18.88%	—	Oct 2003	AADEX vs BRLVX
TFBYX	American Beacon TwentyFour Sustainable Short Term ...	Short-Term Bond	64	1.10%	—	Feb 2020	AADEX vs TFBYX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	66	11.20%	2.30T	May 2001	AADEX vs VTI
SLVIX	Columbia Select Large Cap Value Fund Institutional...	Large Cap Value Equities	93	15.70%	—	Nov 2001	AADEX vs SLVIX
TFGPX	American Beacon TwentyFour Strategic Income Fund	Multisector Bonds	64	1.41%	—	Apr 2017	AADEX vs TFGPX
NISYX	American Beacon NIS Core Plus Bond Fund	Intermediate Core-Plus Bond	26	0.18%	—	Sep 2020	AADEX vs NISYX
LEIFX	Federated Hermes Equity Income Fund	Large Cap Value Equities	64	9.62%	—	Dec 1986	AADEX vs LEIFX
DODFX	Dodge & Cox International Stock Fund	Foreign Large Cap Equities, Large Cap Value Equities, Actively Managed	76	14.09%	—	May 2001	AADEX vs DODFX
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	28	9.81%	—	Jun 2021	AADEX vs GQHPX
AHLIX	American Beacon AHL Managed Futures Strategy Fund ...	Systematic Trend	89	11.12%	—	Aug 2014	AADEX vs AHLIX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	89	15.00%	20.50B	Mar 2016	AADEX vs VIHAX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	74	10.75%	—	Jul 1998	AADEX vs ACIIX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	28	18.65%	—	Jan 1984	AADEX vs AVERX
VALAX	Al Frank Fund	Large Cap Value Equities	93	21.69%	—	May 2006	AADEX vs VALAX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	95	11.51%	—	Dec 2019	AADEX vs TOWFX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	36	6.99%	—	Feb 2001	AADEX vs HDCTX
YAFFX	AMG Yacktman Focused Fund	Large Cap Value Equities	86	21.97%	—	May 1997	AADEX vs YAFFX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	84	10.09%	—	Jul 1999	AADEX vs AUXFX

Compare AADEX with Any Fund or Stock

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

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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