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 305 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | AFVLX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | AFVLX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | AFVLX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | AFVLX vs VVIAX |
Best Risk-Adjusted Alternatives to AFVLX
AFVLX has a PortfoliosLab risk / return rank of 51. There are 227 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 | AFVLX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | AFVLX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | AFVLX vs MALVX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | AFVLX vs IDIVX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 95 | — | Oct 1992 | AFVLX vs BBISX |
Top Performing AFVLX Alternatives (YTD)
AFVLX is at 12.38% YTD. There are 150 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.47% | — | Jun 2015 | AFVLX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.18% | — | Nov 1935 | AFVLX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.83% | — | Jun 2022 | AFVLX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.16% | — | Jun 2015 | AFVLX vs CFJIX | |
| PIMCO RAE PLUS Fund | 22.13% | — | Jun 2005 | AFVLX vs PXTIX |
Lowest Volatility Alternatives to AFVLX
AFVLX has 12.54% 1-year volatility. There are 243 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 | AFVLX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | AFVLX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | AFVLX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | AFVLX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.49% | — | Dec 2007 | AFVLX vs TMMAX |
Lowest Drawdown Alternatives to AFVLX
AFVLX has a 1-year max drawdown of -8.42%. There are 250 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 | AFVLX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | AFVLX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | AFVLX vs BUFBX | |
| 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 | 60 | 16.84% | — | Jun 2015 | AFVLX vs AFDVX |
Often Compared With AFVLX
Investors most often compare AFVLX with SOPAX, FISEX, FSPGX. These 20 comparison targets span 6 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