Virtus NFJ Large-Cap Value Fund (ANVIX) 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 ANVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ANVIX
ANVIX charges 0.74% annually. There are 146 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 | ANVIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | ANVIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | ANVIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | ANVIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | ANVIX vs VVIAX |
Best Risk-Adjusted Alternatives to ANVIX
ANVIX has a PortfoliosLab risk / return rank of 48. There are 208 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 | ANVIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | ANVIX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | ANVIX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | ANVIX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | ANVIX vs SABTX |
Top Performing ANVIX Alternatives (YTD)
ANVIX is at 13.05% YTD. There are 72 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | ANVIX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | ANVIX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | ANVIX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | ANVIX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | ANVIX vs PXTIX |
Lowest Volatility Alternatives to ANVIX
ANVIX has 12.68% 1-year volatility. There are 275 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | ANVIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | ANVIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | ANVIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | ANVIX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | ANVIX vs FLCCX |
Lowest Drawdown Alternatives to ANVIX
ANVIX has a 1-year max drawdown of -7.20%. There are 155 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 | ANVIX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | ANVIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | ANVIX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | ANVIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | ANVIX vs SVAIX |
Other Mutual Funds from Allianz
The 10 most viewed Allianz mutual funds shown here include DRGTX, ANNPX, AZNIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 66 | 31.26% | — | Dec 1995 | ANVIX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 93 | 21.91% | — | Apr 1993 | ANVIX vs ANNPX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 75 | 10.43% | — | Feb 2007 | ANVIX vs AZNIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 22 | 15.08% | — | Nov 1979 | ANVIX vs DRMCX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 59 | 18.19% | — | Jul 2013 | ANVIX vs AZBIX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 79 | 15.15% | — | Dec 1997 | ANVIX vs ALOIX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 26 | 7.05% | — | Feb 1984 | ANVIX vs PGWCX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 83 | 1.68% | — | Oct 2011 | ANVIX vs ASHIX | |
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Diversified | 79 | 25.54% | — | Dec 2012 | ANVIX vs AZMIX | |
| Virtus Water Fund | Energy Equities | 2 | -3.74% | — | Mar 2008 | ANVIX vs AWTAX |
Often Compared With ANVIX
Investors most often compare ANVIX with IWX, VTV, VLXVX. These 19 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare ANVIX with Any Fund or Stock
Compare ANVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ANVIX with funds that move differently
Virtus NFJ Large-Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ANVIX.
Explore ANVIX Diversifiers