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 | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | BIGRX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | BIGRX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | BIGRX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | BIGRX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | BIGRX vs VVIAX |
Best Risk-Adjusted Alternatives to BIGRX
BIGRX has a PortfoliosLab risk / return rank of 92. There are 86 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 | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | BIGRX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | BIGRX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | BIGRX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | BIGRX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | BIGRX vs LSVVX |
Top Performing BIGRX Alternatives (YTD)
BIGRX is at 16.10% YTD. There are 111 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | BIGRX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | BIGRX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | BIGRX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | BIGRX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | BIGRX vs AVLVX |
Lowest Volatility Alternatives to BIGRX
BIGRX has 11.66% 1-year volatility. There are 193 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | BIGRX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | BIGRX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | BIGRX vs RIDAX | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | BIGRX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.60% | — | Jul 1998 | BIGRX vs ACIIX |
Lowest Drawdown Alternatives to BIGRX
BIGRX has a 1-year max drawdown of -7.95%. There are 211 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 | BIGRX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | BIGRX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | BIGRX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | BIGRX vs TORYX | |
| 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, ACIHX and span 8 categories. AUM among these funds goes as high as $27B.
Often Compared With BIGRX
Investors most often compare BIGRX with TRRNX, PRSVX, VOO. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare BIGRX with Any Fund or Stock
Compare BIGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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.
Explore BIGRX Diversifiers