Adler Value Fund (ADLVX) 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 ADLVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ADLVX
ADLVX charges 1.29% annually. There are 294 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 | ADLVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | ADLVX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | ADLVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | ADLVX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | ADLVX vs VVIAX |
Best Risk-Adjusted Alternatives to ADLVX
ADLVX has a PortfoliosLab risk / return rank of 23. There are 295 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 | ADLVX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | ADLVX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | ADLVX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | ADLVX vs AVLVX | |
| LSV Conservative Value Equity Fund | 96 | — | Mar 2007 | ADLVX vs LSVVX |
Top Performing ADLVX Alternatives (YTD)
ADLVX is at 6.43% YTD. There are 297 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 28.71%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 28.71% | — | Nov 1935 | ADLVX vs LEXCX | |
| PIMCO RAE US Fund | 27.71% | — | Jun 2015 | ADLVX vs PKAIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.40% | — | Jun 2022 | ADLVX vs AVLVX | |
| North Square Advisory Research Small Cap Value Fun... | 23.45% | — | Nov 2009 | ADLVX vs ADVGX | |
| PIMCO RAE PLUS Fund | 23.36% | — | Jun 2005 | ADLVX vs PXTIX |
Lowest Volatility Alternatives to ADLVX
ADLVX has 14.43% 1-year volatility. There are 305 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 | ADLVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | ADLVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.33% | — | Dec 1973 | ADLVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.44% | — | Feb 1996 | ADLVX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | ADLVX vs TWEIX |
Lowest Drawdown Alternatives to ADLVX
ADLVX has a 1-year max drawdown of -10.33%. There are 297 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 | ADLVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | ADLVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | ADLVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | ADLVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | ADLVX vs SVAIX |
Often Compared With ADLVX
Investors most often compare ADLVX with AVERX, NEIMX, ACIIX. These 18 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare ADLVX with Any Fund or Stock
Compare ADLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ADLVX with funds that move differently
Adler Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ADLVX.
Explore ADLVX Diversifiers