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 96 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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | BIGRX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | BIGRX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | BIGRX vs VIVIX | |
| 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 79. There are 79 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 | BIGRX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | BIGRX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | BIGRX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | BIGRX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | BIGRX vs SABTX |
Top Performing BIGRX Alternatives (YTD)
BIGRX is at 11.88% YTD. There are 99 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | BIGRX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | BIGRX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | BIGRX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | BIGRX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | BIGRX vs PXTIX |
Lowest Volatility Alternatives to BIGRX
BIGRX has 11.24% 1-year volatility. There are 193 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | BIGRX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | BIGRX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | BIGRX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | BIGRX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | BIGRX vs FLCCX |
Lowest Drawdown Alternatives to BIGRX
BIGRX has a 1-year max drawdown of -7.95%. There are 217 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | BIGRX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | BIGRX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | BIGRX vs HFCVX | |
| Torray 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, BGEIX and span 5 categories. AUM among these funds goes as high as $27B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| American Century Ultra Fund | Large Cap Growth Equities | 27 | 9.68% | 26.59B | Nov 1981 | BIGRX vs TWCUX | |
| American Century Growth Fund | Large Cap Growth Equities | 29 | 8.57% | 14.71B | Jun 1971 | BIGRX vs TWCGX | |
| American Century Global Gold Fund | Precious Metals | 26 | 2.13% | 1.76B | Aug 1988 | BIGRX vs BGEIX | |
| American Century Investments Focused Dynamic Growt... | Large Cap Growth Equities | 34 | 9.28% | 2.12B | May 2006 | BIGRX vs ACFOX | |
| American Century Select Fund | Large Cap Growth Equities | 34 | 8.87% | 6.39B | Jun 1971 | BIGRX vs TWCIX | |
| American Century Growth Fund G Class | Large Cap Growth Equities | 31 | 8.95% | — | Mar 2022 | BIGRX vs ACIHX | |
| American Century Heritage Fund | Mid Cap Growth Equities | 6 | 6.69% | 5.37B | Nov 1987 | BIGRX vs TWHIX | |
| American Century California High Yield Municipal F... | Municipal Bonds | 67 | 2.11% | 1.62B | Dec 1986 | BIGRX vs BCHYX | |
| American Century Equity Income Fund | Large Cap Value Equities | 41 | 6.14% | 6.45B | Aug 1994 | BIGRX vs TWEIX | |
| American Century Equity Income Fund Class I | Large Cap Value Equities | 42 | 6.29% | — | 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.
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