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 180 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 82. There are 167 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | ALVIX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | ALVIX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | ALVIX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | ALVIX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | ALVIX vs MALVX |
Top Performing ALVIX Alternatives (YTD)
ALVIX is at 14.49% YTD. There are 130 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | ALVIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | ALVIX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | ALVIX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | ALVIX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | ALVIX vs YAFFX |
Lowest Volatility Alternatives to ALVIX
ALVIX has 10.61% 1-year volatility. There are 88 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | ALVIX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | ALVIX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | ALVIX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | ALVIX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | ALVIX vs ACIIX |
Lowest Drawdown Alternatives to ALVIX
ALVIX has a 1-year max drawdown of -7.68%. There are 190 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 Equity Income 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, ACIHX and span 8 categories. AUM among these funds goes as high as $27B.
Often Compared With ALVIX
Investors most often compare ALVIX with VOO, VTV, VFIAX. These 19 comparison targets span 9 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