Avantis U.S. Large Cap Value Fund Institutional Class (AVLVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AVLVX
AVLVX charges 0.15% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among AVLVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | AVLVX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | AVLVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | AVLVX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | AVLVX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | AVLVX vs VVIAX |
Best Risk-Adjusted Alternatives to AVLVX
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... | 94 | Mar 2, 2016 | AVLVX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | AVLVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | AVLVX vs TOWFX | |
| Dodge & Cox International Stock Fund | 86 | — | AVLVX vs DODFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | AVLVX vs NEIMX |
Top Performing AVLVX Alternatives (YTD)
AVLVX 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 | AVLVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | AVLVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | AVLVX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | AVLVX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | AVLVX vs SVAIX |
Lowest Volatility Alternatives to AVLVX
AVLVX 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 | AVLVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | AVLVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | AVLVX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | AVLVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | AVLVX vs ACIIX |
Lowest Drawdown Alternatives to AVLVX
AVLVX 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 | AVLVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | AVLVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | AVLVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | AVLVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | AVLVX vs PSECX |
Often Compared With AVLVX
What investors most often compare with AVLVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Al Frank Fund | Large Cap Value Equities | 85 | 1.54% | May 1, 2006 | AVLVX vs VALAX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 75 | 8.31% | Nov 1, 1996 | AVLVX vs HFCVX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 52 | 2.07% | Oct 1, 2002 | AVLVX vs TILVX |
Compare AVLVX with Any Fund or Stock
Compare AVLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.