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 116 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | ABVYX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | ABVYX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | ABVYX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | ABVYX vs VVIAX |
Best Risk-Adjusted Alternatives to ABVYX
ABVYX has a PortfoliosLab risk / return rank of 95. There are 11 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 | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | ABVYX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | ABVYX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | ABVYX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | ABVYX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | ABVYX vs PKAIX |
Top Performing ABVYX Alternatives (YTD)
ABVYX is at 20.09% YTD. There are 17 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 | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | ABVYX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | ABVYX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | ABVYX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | ABVYX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | ABVYX vs NFJEX |
Lowest Volatility Alternatives to ABVYX
ABVYX has 11.43% 1-year volatility. There are 176 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 | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | ABVYX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | ABVYX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | ABVYX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | ABVYX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | ABVYX vs TWEIX |
Lowest Drawdown Alternatives to ABVYX
ABVYX has a 1-year max drawdown of -7.72%. There are 197 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 | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | ABVYX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | ABVYX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | ABVYX vs BUFBX | |
| 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 | 11 | 4.57% | — | Oct 1996 | ABVYX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 11 | 4.70% | — | Jan 1996 | ABVYX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 11 | 4.75% | — | Jul 2015 | ABVYX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 11 | 6.23% | — | Sep 1990 | ABVYX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 85 | 2.36% | — | Aug 2010 | ABVYX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 74 | 2.18% | — | Feb 1994 | ABVYX vs AGDAX | |
| AB Sustainable Global Thematic Fund | Global Equities | 5 | 3.52% | — | Feb 1982 | ABVYX vs ALTFX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 31 | 19.62% | — | Feb 1969 | ABVYX vs QUASX | |
| AB Income Fund | Intermediate Core-Plus Bond | 23 | 0.24% | — | Aug 1987 | ABVYX vs ACGYX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 2 | -1.22% | — | Jul 1993 | ABVYX vs AWF |
Often Compared With ABVYX
Investors most often compare ABVYX with ACIIX, VALAX, YAFFX. These 20 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