Applied Finance Select Fund (AFVLX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AFVLX
AFVLX charges 1.48% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among AFVLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | AFVLX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | AFVLX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | AFVLX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | AFVLX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | AFVLX vs TILVX |
Best Risk-Adjusted Alternatives to AFVLX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | AFVLX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | AFVLX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | AFVLX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | AFVLX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | AFVLX vs VALAX |
Top Performing AFVLX Alternatives (YTD)
AFVLX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | AFVLX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | AFVLX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | AFVLX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | AFVLX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | AFVLX vs HFCVX |
Lowest Volatility Alternatives to AFVLX
AFVLX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | AFVLX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | AFVLX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | AFVLX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | AFVLX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | AFVLX vs ACIIX |
Lowest Drawdown Alternatives to AFVLX
AFVLX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | AFVLX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | AFVLX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | AFVLX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | AFVLX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | AFVLX vs PSECX |
Other Mutual Funds from Applied Finance
Most popular Applied Finance mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Applied Finance Explorer Investor | Small Cap Value Equities | 28 | -0.48% | Jun 11, 2015 | AFVLX vs AFDVX |
Often Compared With AFVLX
What investors most often compare with AFVLX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ClearBridge Dividend Strategy Fund | Large Cap Blend Equities | 34 | -1.64% | Nov 6, 1992 | AFVLX vs SOPAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | AFVLX vs FSPGX | |
| Franklin Equity Income Fund | Large Cap Value Equities | 67 | -0.61% | Mar 15, 1988 | AFVLX vs FISEX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | AFVLX vs VAFAX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | AFVLX vs SBLGX |
Compare AFVLX with Any Fund or Stock
Compare AFVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.