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 | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | AVLVX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | AVLVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | AVLVX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | AVLVX vs TILVX |
Best Risk-Adjusted Alternatives to AVLVX
AVLVX has a PortfoliosLab risk / return rank of 95. There are 4 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 | AVLVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | AVLVX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | AVLVX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | AVLVX vs IDIVX | |
| PIMCO RAE US Fund | 95 | — | Jun 2015 | AVLVX vs PKAIX |
Top Performing AVLVX Alternatives (YTD)
AVLVX is at 24.08% YTD. There are 2 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.54% | — | Jun 2015 | AVLVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.27% | — | Nov 1935 | AVLVX vs LEXCX | |
| PIMCO RAE PLUS Fund | 22.32% | — | Jun 2005 | AVLVX vs PXTIX | |
| AMG Yacktman Focused Fund | 22.18% | — | May 1997 | AVLVX vs YAFFX | |
| Al Frank Fund | 21.96% | — | May 2006 | AVLVX vs VALAX |
Lowest Volatility Alternatives to AVLVX
AVLVX has 12.61% 1-year volatility. There are 249 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 | AVLVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | 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 | 7.49% | — | Feb 1996 | AVLVX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | AVLVX vs TWEIX |
Lowest Drawdown Alternatives to AVLVX
AVLVX has a 1-year max drawdown of -6.01%. There are 30 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 | 74 | 13.33% | — | Jan 2021 | AVLVX vs AVANX |
Often Compared With AVLVX
Investors most often compare AVLVX with AVERX, AUXFX, 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