Avantis U.S. Large Cap Value Fund Institutional Class (AVLVX) 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 AVLVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AVLVX
AVLVX charges 0.15% annually. There are 12 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 | AVLVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | AVLVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | AVLVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | AVLVX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | AVLVX vs VVIAX |
Best Risk-Adjusted Alternatives to AVLVX
AVLVX has a PortfoliosLab risk / return rank of 94. There are 6 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 95 | — | Oct 1993 | AVLVX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | AVLVX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | AVLVX vs VALAX | |
| Integrity Dividend Harvest Fund | 94 | — | May 2012 | AVLVX vs IDIVX | |
| SA U.S. Value Fund | 94 | — | Aug 1999 | AVLVX vs SABTX |
Top Performing AVLVX Alternatives (YTD)
AVLVX is at 21.93% YTD. There is 1 mutual fund in the Large Cap Value Equities category with a higher YTD return, going as high as 23.37%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 23.37% | — | May 2006 | AVLVX vs VALAX | |
| PIMCO RAE US Fund | 21.19% | — | Jun 2015 | AVLVX vs PKAIX | |
| Calvert US Large-Cap Value Responsible Index Fund | 20.00% | — | Jun 2015 | AVLVX vs CFJIX | |
| AMG Yacktman Focused Fund | 19.89% | — | May 1997 | AVLVX vs YAFFX | |
| Virtus NFJ Dividend Value Fund | 18.89% | — | May 2000 | AVLVX vs NFJEX |
Lowest Volatility Alternatives to AVLVX
AVLVX has 12.74% 1-year volatility. There are 252 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.65%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | AVLVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | AVLVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.83% | — | Feb 1996 | AVLVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.41% | — | Dec 2007 | AVLVX vs TMMAX | |
| American Century Equity Income Fund Class I | 8.50% | — | Jul 1998 | AVLVX vs ACIIX |
Lowest Drawdown Alternatives to AVLVX
AVLVX has a 1-year max drawdown of -6.01%. There are 29 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 | AVLVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | AVLVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | AVLVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | AVLVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | AVLVX vs SVAIX |
Other Mutual Funds from Avantis
The 1 most viewed Avantis mutual funds shown here include AVANX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Avantis International Small Cap Value Fund Class G | Foreign Small & Mid Cap Equities | 81 | 13.45% | — | Jan 2021 | AVLVX vs AVANX |
Often Compared With AVLVX
Investors most often compare AVLVX with AVERX, NEIMX, TOWFX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare AVLVX with Any Fund or Stock
Compare AVLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AVLVX with funds that move differently
Avantis U.S. Large Cap Value Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AVLVX.
Explore AVLVX Diversifiers