American Century Investments Focused Large Cap Value Fund (ALVIX) 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 ALVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ALVIX
ALVIX charges 0.83% annually. There are 179 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 | ALVIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | ALVIX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | ALVIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | ALVIX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | ALVIX vs TILVX |
Best Risk-Adjusted Alternatives to ALVIX
ALVIX has a PortfoliosLab risk / return rank of 66. There are 182 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 | ALVIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | ALVIX vs FGINX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | ALVIX vs IDIVX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | ALVIX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | ALVIX vs AVLVX |
Top Performing ALVIX Alternatives (YTD)
ALVIX is at 10.52% YTD. There are 206 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.85%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 24.85% | — | Jun 2015 | ALVIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 23.42% | — | Nov 1935 | ALVIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.26% | — | Jun 2022 | ALVIX vs AVLVX | |
| Al Frank Fund | 22.41% | — | May 2006 | ALVIX vs VALAX | |
| AMG Yacktman Focused Fund | 21.86% | — | May 1997 | ALVIX vs YAFFX |
Lowest Volatility Alternatives to ALVIX
ALVIX has 10.60% 1-year volatility. There are 91 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 | ALVIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | ALVIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | ALVIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | ALVIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.50% | — | Dec 2007 | ALVIX vs TMMAX |
Lowest Drawdown Alternatives to ALVIX
ALVIX has a 1-year max drawdown of -7.68%. There are 193 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 | ALVIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | ALVIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | ALVIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | ALVIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | ALVIX vs SVAIX |
Other Mutual Funds from American Century
The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, BGEIX and span 6 categories. AUM among these funds goes as high as $27B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| American Century Ultra Fund | Large Cap Growth Equities | 16 | 5.26% | 26.59B | Nov 1981 | ALVIX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 19 | 5.30% | 14.71B | Jun 1971 | ALVIX vs TWCGX | |
| American Century Global Gold Fund | Gold, Precious Metals | 23 | -12.03% | 1.76B | Aug 1988 | ALVIX vs BGEIX | |
| American Century Growth Fund G Class | Large Cap Growth Equities | 21 | 5.77% | — | Mar 2022 | ALVIX vs ACIHX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 22 | 4.84% | 2.12B | May 2006 | ALVIX vs ACFOX | |
| American Century Select Fund | Large Cap Growth Equities | 20 | 4.06% | 6.39B | Jun 1971 | ALVIX vs TWCIX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 6 | 8.76% | 5.37B | Nov 1987 | ALVIX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 83 | 2.55% | 1.62B | Dec 1986 | ALVIX vs BCHYX | |
| American Century Equity Income Fund | Large Cap Value Equities | 68 | 10.19% | 6.45B | Aug 1994 | ALVIX vs TWEIX | |
| American Century Disciplined Core Value Fund | Large Cap Value Equities | 86 | 14.45% | 1.99B | Dec 1990 | ALVIX vs BIGRX |
Often Compared With ALVIX
Investors most often compare ALVIX with VOO, VFIAX, VTV. These 19 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare ALVIX with Any Fund or Stock
Compare ALVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ALVIX with funds that move differently
American Century Investments Focused Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ALVIX.
Explore ALVIX Diversifiers