AB Value Fund (ABVYX) 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 ABVYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ABVYX
ABVYX charges 0.70% annually. There are 119 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 | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | ABVYX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | ABVYX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | ABVYX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | ABVYX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | ABVYX vs VVIAX |
Best Risk-Adjusted Alternatives to ABVYX
ABVYX has a PortfoliosLab risk / return rank of 88. There are 27 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 | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | ABVYX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | ABVYX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | ABVYX vs VALAX | |
| SA U.S. Value Fund | 94 | — | Aug 1999 | ABVYX vs SABTX | |
| Fidelity SAI U.S. Value Index Fund | 94 | — | Dec 2017 | ABVYX vs FSWCX |
Top Performing ABVYX Alternatives (YTD)
ABVYX is at 14.17% YTD. There are 50 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.71%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.71% | — | May 1997 | ABVYX vs YAFFX | |
| PIMCO RAE US Fund | 24.12% | — | Jun 2015 | ABVYX vs PKAIX | |
| Al Frank Fund | 22.82% | — | May 2006 | ABVYX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.68% | — | Jun 2022 | ABVYX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.19% | — | Jun 2005 | ABVYX vs PXTIX |
Lowest Volatility Alternatives to ABVYX
ABVYX has 11.20% 1-year volatility. There are 189 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.95% | — | Sep 2017 | ABVYX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | ABVYX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.15% | — | Dec 1973 | ABVYX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.04% | — | Feb 1996 | ABVYX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.04% | — | Nov 1997 | ABVYX vs FLCCX |
Lowest Drawdown Alternatives to ABVYX
ABVYX has a 1-year max drawdown of -7.72%. There are 200 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 | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | ABVYX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | ABVYX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | ABVYX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | ABVYX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | ABVYX vs SVAIX |
Other Mutual Funds from AllianceBernstein
The 10 most viewed AllianceBernstein mutual funds shown here include APGAX, APGYX, APGZX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Class A | Large Cap Growth Equities | 13 | 4.69% | — | Oct 1996 | ABVYX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 14 | 4.80% | — | Jan 1996 | ABVYX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 14 | 4.85% | — | Jul 2015 | ABVYX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 14 | 6.83% | — | Sep 1990 | ABVYX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 68 | 2.04% | — | Aug 2010 | ABVYX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 67 | 1.78% | — | Feb 1994 | ABVYX vs AGDAX | |
| AB Income Fund | Intermediate Core-Plus Bond | 20 | 0.31% | — | Aug 1987 | ABVYX vs ACGYX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 27 | 18.82% | — | Feb 1969 | ABVYX vs QUASX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 3 | -1.75% | — | Jul 1993 | ABVYX vs AWF | |
| AB Sustainable Global Thematic Fund | Global Equities | 7 | 4.84% | — | Feb 1982 | ABVYX vs ALTFX |
Often Compared With ABVYX
Investors most often compare ABVYX with ACIIX, AVERX, LEXCX. These 14 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare ABVYX with Any Fund or Stock
Compare ABVYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ABVYX with funds that move differently
AB Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ABVYX.
Explore ABVYX Diversifiers