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 | |
| 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 Admiral Shares | 0.05% | 254.20B | Nov 2000 | AVLVX vs VVIAX |
Best Risk-Adjusted Alternatives to AVLVX
AVLVX has a PortfoliosLab risk / return rank of 98. There are 8 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 98 | — | Jun 2015 | AVLVX vs PKAIX | |
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | AVLVX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | AVLVX vs FGINX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | AVLVX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 98 | — | Dec 1999 | AVLVX vs MALVX |
Top Performing AVLVX Alternatives (YTD)
AVLVX is at 26.11% YTD. There are 3 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.79%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.79% | — | Jun 2015 | AVLVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 28.28% | — | Nov 1935 | AVLVX vs LEXCX | |
| AMG Yacktman Focused Fund | 26.29% | — | May 1997 | AVLVX vs YAFFX | |
| North Square Advisory Research Small Cap Value Fun... | 26.10% | — | Nov 2009 | AVLVX vs ADVGX | |
| PIMCO RAE PLUS Fund | 25.89% | — | Jun 2005 | AVLVX vs PXTIX |
Lowest Volatility Alternatives to AVLVX
AVLVX has 12.45% 1-year volatility. There are 241 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.61% | — | Feb 2021 | AVLVX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | AVLVX vs FALGX | |
| The Income Fund of America Class R-1 | 7.33% | — | Dec 1973 | AVLVX vs RIDAX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | AVLVX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.56% | — | Jul 1998 | AVLVX vs ACIIX |
Lowest Drawdown Alternatives to AVLVX
AVLVX has a 1-year max drawdown of -6.01%. There are 26 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 Equity Income 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 7 most viewed Avantis mutual funds shown here include AVUVX, AVDVX, AVDEX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value Fund | Small Cap Value Equities | 94 | 25.42% | — | Dec 2019 | AVLVX vs AVUVX | |
| Avantis International Small Cap Value Fund Institu... | Foreign Small & Mid Cap Equities | 82 | 14.79% | — | Dec 2019 | AVLVX vs AVDVX | |
| Avantis International Equity Fund | Foreign Large Cap Equities | 74 | 13.24% | — | Dec 2019 | AVLVX vs AVDEX | |
| Avantis U.S. Equity Fund | Large Cap Blend Equities | 90 | 16.57% | — | Dec 2019 | AVLVX vs AVUSX | |
| Avantis Emerging Markets Equity Fund | Emerging Markets Equities | 57 | 16.32% | — | Dec 2019 | AVLVX vs AVEEX | |
| Avantis International Small Cap Value Fund Class G | Foreign Small & Mid Cap Equities | 81 | 15.04% | — | Jan 2021 | AVLVX vs AVANX | |
| Avantis Core Fixed Income Fund | Intermediate Core Bond | 9 | -0.95% | — | Feb 2021 | AVLVX vs AVIGX |
Often Compared With AVLVX
Investors most often compare AVLVX with AVERX, AUXFX, NEIMX. 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