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Applied Finance Select Fund (AFVLX) 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 AFVLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AFVLX

AFVLX charges 1.48% annually. There are 309 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.


Best Risk-Adjusted Alternatives to AFVLX

AFVLX has a PortfoliosLab risk / return rank of 55. There are 181 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.


Top Performing AFVLX Alternatives (YTD)

AFVLX is at 11.52% YTD. There are 105 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.


Lowest Volatility Alternatives to AFVLX

AFVLX has 12.35% 1-year volatility. There are 261 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.


Lowest Drawdown Alternatives to AFVLX

AFVLX has a 1-year max drawdown of -8.42%. There are 253 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.


Other Mutual Funds from Applied Finance

The 1 most viewed Applied Finance mutual funds shown here include AFDVX and span 1 categories.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Applied Finance Explorer InvestorSmall Cap Value Equities
45
11.20%
Jun 2015AFVLX vs AFDVX

Often Compared With AFVLX

Investors most often compare AFVLX with SOPAX, FISEX, FSPGX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
ClearBridge Dividend Strategy FundLarge Cap Blend Equities
31
5.76%
Nov 1992AFVLX vs SOPAX
Franklin Equity Income FundLarge Cap Value Equities
78
8.59%
Mar 1988AFVLX vs FISEX
Fidelity Large Cap Growth Index FundLarge Cap Growth Equities
32
8.60%
AFVLX vs FSPGX
ClearBridge Large Cap Growth FundLarge Cap Growth Equities
10
5.90%
Aug 1997AFVLX vs SBLGX
Invesco American Franchise Fund Class ALarge Cap Growth Equities
16
9.63%
Jun 2005AFVLX vs VAFAX
Towpath Focus FundLarge Cap Value Equities
79
6.25%
Dec 2019AFVLX vs TOWFX
Rational Equity Armor FundLarge Cap Value Equities
57
11.26%
Feb 2001AFVLX vs HDCTX
American Century Equity Income Fund Class ILarge Cap Value Equities
42
6.29%
Jul 1998AFVLX vs ACIIX
Voya Corporate Leaders Trust FundLarge Cap Value Equities
53
18.37%
Nov 1935AFVLX vs LEXCX
Ave Maria Value Focused FundLarge Cap Value Equities
14
17.13%
Jan 1984AFVLX vs AVERX
Neiman Large Cap Value FundLarge Cap Value Equities
94
17.29%
Apr 2003AFVLX vs NEIMX
Vanguard International High Dividend Yield Index F...Large Cap Value Equities, Dividend, Foreign Large Cap Equities
73
12.57%
20.00BMar 2016AFVLX vs VIHAX
1789 Growth and Income FundLarge Cap Value Equities
12
3.23%
Jan 2011AFVLX vs PSECX
Auxier Focus FundLarge Cap Value Equities
51
6.76%
Jul 1999AFVLX vs AUXFX
Dodge & Cox International Stock FundForeign Large Cap Equities, Large Cap Value Equities
59
12.76%
AFVLX vs DODFX
GQG Partners US Quality Dividend Income FundLarge Cap Value Equities
22
10.15%
Jun 2021AFVLX vs GQHPX
TIAA-CREF Large-Cap Value Index FundLarge Cap Value Equities
83
14.30%
Oct 2002AFVLX vs TILVX
American Century Equity Income FundLarge Cap Value Equities
41
6.14%
6.45BAug 1994AFVLX vs TWEIX
Smead Value FundLarge Cap Value Equities
67
13.63%
Jan 2008AFVLX vs SMVLX
Fairholme FundLarge Cap Value Equities
32
6.26%
Dec 1999AFVLX vs FAIRX

Compare AFVLX with Any Fund or Stock

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


 

Diversifiers

Pair AFVLX with funds that move differently

Applied Finance Select Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AFVLX.

Explore AFVLX Diversifiers