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%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | AFVLX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | AFVLX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | AFVLX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | AFVLX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | AFVLX vs TILVX |
Best Risk-Adjusted Alternatives to AFVLX
AFVLX has a PortfoliosLab risk / return rank of 51. There are 195 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 | AFVLX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | AFVLX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | AFVLX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | AFVLX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | AFVLX vs SABTX |
Top Performing AFVLX Alternatives (YTD)
AFVLX is at 10.96% YTD. There are 107 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 31.39%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 31.39% | — | May 1997 | AFVLX vs YAFFX | |
| PIMCO RAE US Fund | 23.68% | — | Jun 2015 | AFVLX vs PKAIX | |
| Al Frank Fund | 21.52% | — | May 2006 | AFVLX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 20.67% | — | Jun 2022 | AFVLX vs AVLVX | |
| AMG Yacktman Fund | 20.51% | — | Jul 1992 | AFVLX vs YACKX |
Lowest Volatility Alternatives to AFVLX
AFVLX has 12.37% 1-year volatility. There are 261 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.91% | — | Sep 2017 | AFVLX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | AFVLX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.14% | — | Dec 1973 | AFVLX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class C | 8.08% | — | Nov 1997 | AFVLX vs FLCCX | |
| Fidelity Advisor Large Cap Fund Class I | 8.08% | — | Feb 1996 | AFVLX vs FALIX |
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%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | AFVLX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | AFVLX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | AFVLX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | AFVLX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | AFVLX vs SVAIX |
Other Mutual Funds from Applied Finance
The 1 most viewed Applied Finance mutual funds shown here include AFDVX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Applied Finance Explorer Investor | Small Cap Value Equities | 40 | 10.42% | — | Jun 2015 | AFVLX 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.
Compare AFVLX with Any Fund or Stock
Compare AFVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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