Virtus NFJ Large-Cap Value Fund (ANVIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ANVIX
ANVIX charges 0.74% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among ANVIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | ANVIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | ANVIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | ANVIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | ANVIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | ANVIX vs TILVX |
Best Risk-Adjusted Alternatives to ANVIX
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 | ANVIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | ANVIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | ANVIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | ANVIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | ANVIX vs VALAX |
Top Performing ANVIX Alternatives (YTD)
ANVIX 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 | ANVIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | ANVIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | ANVIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | ANVIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | ANVIX vs HFCVX |
Lowest Volatility Alternatives to ANVIX
ANVIX 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 | ANVIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | ANVIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | ANVIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | ANVIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | ANVIX vs ACIIX |
Lowest Drawdown Alternatives to ANVIX
ANVIX 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 | ANVIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | ANVIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | ANVIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | ANVIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | ANVIX vs PSECX |
Other Mutual Funds from Allianz
Most popular Allianz mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 40 | -14.68% | Dec 26, 1995 | ANVIX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 91 | -0.19% | Apr 18, 1993 | ANVIX vs ANNPX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 57 | -3.69% | Feb 27, 2007 | ANVIX vs AZNIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 33 | -8.21% | Nov 6, 1979 | ANVIX vs DRMCX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 24 | -14.13% | Feb 24, 1984 | ANVIX vs PGWCX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 94 | 3.88% | Dec 30, 1997 | ANVIX vs ALOIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 85 | -0.96% | Oct 3, 2011 | ANVIX vs ASHIX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 48 | -0.89% | Jul 1, 2013 | ANVIX vs AZBIX | |
| Virtus NFJ Dividend Value Fund | Large Cap Value Equities | 26 | 1.08% | May 8, 2000 | ANVIX vs NFJEX | |
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Diversified | 72 | 0.40% | Dec 17, 2012 | ANVIX vs AZMIX |
Often Compared With ANVIX
What investors most often compare with ANVIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares Russell Top 200 Value ETF | Large Cap Value Equities | 61 | 1.27% | Sep 22, 2009 | ANVIX vs IWX | |
| Vanguard Value ETF | Large Cap Value Equities | 67 | 3.30% | Jan 26, 2004 | ANVIX vs VTV | |
| Vanguard Target Retirement 2065 Fund | Diversified Portfolio, Target Retirement Date | 69 | -3.97% | Jul 12, 2017 | ANVIX vs VLXVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 92 | 2.99% | Feb 14, 1994 | ANVIX vs DFIVX | |
| Virtus Health Sciences Fund | Health & Biotech Equities | 3 | -11.12% | Feb 4, 2002 | ANVIX vs RAGHX | |
| Virtus Water Fund | Energy Equities | 19 | -2.95% | Mar 30, 2008 | ANVIX vs AWTAX | |
| Virtus Global Small-Cap Fund | Global Equities | 1 | -7.70% | Dec 30, 1996 | ANVIX vs DGSCX | |
| Vanguard Value Index Fund Admiral Shares | Large Cap Value Equities | 58 | 1.63% | Nov 13, 2000 | ANVIX vs VVIAX |
Compare ANVIX with Any Fund or Stock
Compare ANVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.