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 142 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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | ANVIX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | ANVIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | ANVIX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | ANVIX vs VVIAX |
Best Risk-Adjusted Alternatives to ANVIX
ANVIX has a PortfoliosLab risk / return rank of 61. There are 210 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 | ANVIX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | ANVIX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | ANVIX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | ANVIX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | ANVIX vs PKAIX |
Top Performing ANVIX Alternatives (YTD)
ANVIX is at 17.43% YTD. There are 47 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | ANVIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | ANVIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | ANVIX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | ANVIX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | ANVIX vs NFJEX |
Lowest Volatility Alternatives to ANVIX
ANVIX has 12.82% 1-year volatility. There are 259 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 | ANVIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | ANVIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | ANVIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | ANVIX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | ANVIX vs TWEIX |
Lowest Drawdown Alternatives to ANVIX
ANVIX has a 1-year max drawdown of -7.20%. There are 152 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 | ANVIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | ANVIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | ANVIX vs BUFBX | |
| 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, PGWCX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 46 | 25.16% | — | Dec 1995 | ANVIX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 83 | 16.03% | — | Apr 1993 | ANVIX vs ANNPX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 10 | 2.57% | — | Feb 1984 | ANVIX vs PGWCX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 58 | 8.43% | — | Feb 2007 | ANVIX vs AZNIX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 77 | 20.22% | — | Jul 2013 | ANVIX vs AZBIX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 87 | 14.99% | — | Dec 1997 | ANVIX vs ALOIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 15 | 12.73% | — | Nov 1979 | ANVIX vs DRMCX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 85 | 2.05% | — | Oct 2011 | ANVIX vs ASHIX | |
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Diversified | 54 | 19.63% | — | Dec 2012 | ANVIX vs AZMIX | |
| Virtus Health Sciences Fund | Health & Biotech Equities | 11 | -2.46% | — | Feb 2002 | ANVIX vs RAGHX |
Often Compared With ANVIX
Investors most often compare ANVIX with IWX, VTV, VLXVX. These 19 comparison targets span 9 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