BIGRX Alternatives & Similar Mutual Funds

American Century Disciplined Core Value Fund (BIGRX) 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 BIGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to BIGRX

BIGRX charges 0.65% annually. There are 93 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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	BIGRX vs FBLEX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	BIGRX vs SWLVX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	BIGRX vs FLCOX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	—	Jul 1998	BIGRX vs VIVIX
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	—	Oct 2002	BIGRX vs TILVX

Best Risk-Adjusted Alternatives to BIGRX

BIGRX has a PortfoliosLab risk / return rank of 84. There are 74 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
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	BIGRX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	BIGRX vs FGINX
VALAX	Al Frank Fund	96	—	May 2006	BIGRX vs VALAX
SABTX	SA U.S. Value Fund	95	—	Aug 1999	BIGRX vs SABTX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	95	—	Jun 2022	BIGRX vs AVLVX

Top Performing BIGRX Alternatives (YTD)

BIGRX is at 12.70% YTD. There are 98 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.

Symbol	Name	YTD Return	AUM	Inception
VALAX	Al Frank Fund	25.18%	—	May 2006	BIGRX vs VALAX
YAFFX	AMG Yacktman Focused Fund	23.48%	—	May 1997	BIGRX vs YAFFX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	23.32%	—	Jun 2022	BIGRX vs AVLVX
PKAIX	PIMCO RAE US Fund	21.63%	—	Jun 2015	BIGRX vs PKAIX
NPRTX	Neuberger Berman Large Cap Value Fund	20.12%	—	Jan 1975	BIGRX vs NPRTX

Lowest Volatility Alternatives to BIGRX

BIGRX has 11.73% 1-year volatility. There are 200 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.41%	—	Sep 2017	BIGRX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.65%	—	Feb 2021	BIGRX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.38%	—	Dec 1973	BIGRX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.81%	—	Feb 1996	BIGRX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.36%	—	Dec 2007	BIGRX vs TMMAX

Lowest Drawdown Alternatives to BIGRX

BIGRX has a 1-year max drawdown of -7.95%. There are 213 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
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	BIGRX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	BIGRX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	BIGRX vs BUFBX
TORYX	Torray Fund	-4.50%	—	Dec 1990	BIGRX vs TORYX
SVAIX	Federated Hermes Strategic Value Dividend Fund	-4.66%	—	Mar 2005	BIGRX vs SVAIX

Other Mutual Funds from American Century

The 10 most viewed American Century mutual funds shown here include TWCUX, TWCGX, BGEIX and span 6 categories. AUM among these funds goes as high as $27B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TWCUX	American Century Ultra Fund	Large Cap Growth Equities	17	3.79%	26.59B	Nov 1981	BIGRX vs TWCUX
TWCGX	American Century Growth Fund	Large Cap Growth Equities	19	3.14%	14.71B	Jun 1971	BIGRX vs TWCGX
BGEIX	American Century Global Gold Fund	Gold, Precious Metals	21	-4.97%	1.76B	Aug 1988	BIGRX vs BGEIX
ACFOX	American Century Investments Focused Dynamic Growt...	Large Cap Growth Equities	24	3.87%	2.12B	May 2006	BIGRX vs ACFOX
ACIHX	American Century Growth Fund G Class	Large Cap Growth Equities	21	3.56%	—	Mar 2022	BIGRX vs ACIHX
TWCIX	American Century Select Fund	Large Cap Growth Equities	24	3.42%	6.39B	Jun 1971	BIGRX vs TWCIX
TWHIX	American Century Heritage Fund	Mid Cap Growth Equities	5	5.49%	5.37B	Nov 1987	BIGRX vs TWHIX
BCHYX	American Century California High Yield Municipal F...	Municipal Bonds	71	2.21%	1.62B	Dec 1986	BIGRX vs BCHYX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	51	7.32%	6.45B	Aug 1994	BIGRX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	52	7.52%	—	Jul 1998	BIGRX vs ACIIX

Often Compared With BIGRX

Investors most often compare BIGRX with ACMVX, TRRNX, PRSVX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ACMVX	American Century Mid Cap Value Fund	Mid Cap Value Equities	32	8.96%	5.65B	Mar 2004	BIGRX vs ACMVX
TRRNX	T. Rowe Price Retirement 2055 Fund	Target Retirement Date	39	11.26%	—	Dec 2006	BIGRX vs TRRNX
PRSVX	T. Rowe Price Small-Cap Value Fund	Small Cap Blend Equities	73	20.14%	—	Jun 1988	BIGRX vs PRSVX
VOO	Vanguard S&P 500 ETF	S&P 500	59	8.19%	1.70T	Sep 2010	BIGRX vs VOO
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	37	8.62%	176.32B	May 1967	BIGRX vs FCNTX
FSPHX	Fidelity® Select Health Care Portfolio	Health & Biotech Equities	9	0.73%	—	Jul 1981	BIGRX vs FSPHX
VINIX	Vanguard Institutional Index Fund Institutional Sh...	S&P 500, Large Cap Blend Equities	65	9.78%	355.20B	Jul 1990	BIGRX vs VINIX
PRDGX	T. Rowe Price Dividend Growth Fund, Inc.	Large Cap Blend Equities, Dividend	52	8.54%	—	Dec 1992	BIGRX vs PRDGX
ACSNX	American Century Short Duration Fund	Short-Term Bond	74	0.55%	995.86M	Nov 2006	BIGRX vs ACSNX
AGBVX	American Century Global Bond Fund	Global Bonds	22	1.01%	1.88B	Jan 2012	BIGRX vs AGBVX
ASIEX	American Century Strategic Income Fund	Multisector Bonds	32	0.47%	103.78M	Jul 2014	BIGRX vs ASIEX
BEQGX	American Century Equity Growth Fund	Large Cap Blend Equities	59	7.57%	1.86B	May 1991	BIGRX vs BEQGX
TWIEX	American Century International Growth Fund	Foreign Large Cap Equities	7	3.20%	2.29B	May 1991	BIGRX vs TWIEX
AADVX	American Century One Choice Blend+ 2055 Portfolio	Target Retirement Date	63	10.47%	—	Mar 2021	BIGRX vs AADVX
AGCVX	American Century Global Small Cap Fund	Global Equities	21	14.85%	—	Mar 2016	BIGRX vs AGCVX
AONIX	American Century Investments One Choice Portfolio:...	Diversified Portfolio	47	2.47%	352.76M	Sep 2004	BIGRX vs AONIX
AULDX	American Century Ultra Fund Class R6	Large Cap Growth Equities	18	3.96%	—	Jul 2013	BIGRX vs AULDX
ADSIX	American Century Disciplined Growth Fund	Large Cap Growth Equities	18	2.35%	449.73M	Sep 2005	BIGRX vs ADSIX
ARGVX	American Century Investments One Choice 2060 Portf...	Target Retirement Date	45	7.87%	429.52M	Sep 2015	BIGRX vs ARGVX
AEDVX	American Century Emerging Markets Debt Fund	Emerging Markets Bonds	76	2.53%	456.94M	Jul 2014	BIGRX vs AEDVX

Compare BIGRX with Any Fund or Stock

Compare BIGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair BIGRX with funds that move differently

American Century Disciplined Core Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BIGRX.

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American Century Disciplined Core Value Fund (BIGRX) Alternatives