Boston Partners All Cap Value Fund (BPAVX) 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 BPAVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BPAVX
BPAVX charges 1.05% annually. There are 255 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 | BPAVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | BPAVX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | BPAVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | BPAVX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | BPAVX vs VVIAX |
Best Risk-Adjusted Alternatives to BPAVX
BPAVX has a PortfoliosLab risk / return rank of 62. There are 188 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 | BPAVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | BPAVX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | BPAVX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | BPAVX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | BPAVX vs AVLVX |
Top Performing BPAVX Alternatives (YTD)
BPAVX is at 14.05% YTD. There are 110 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | BPAVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | BPAVX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | BPAVX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | BPAVX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | BPAVX vs YAFFX |
Lowest Volatility Alternatives to BPAVX
BPAVX has 12.09% 1-year volatility. There are 219 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | BPAVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | BPAVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | BPAVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | BPAVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | BPAVX vs TMMAX |
Lowest Drawdown Alternatives to BPAVX
BPAVX has a 1-year max drawdown of -9.40%. There are 275 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 | BPAVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | BPAVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | BPAVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | BPAVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | BPAVX vs SVAIX |
Other Mutual Funds from Boston Partners
The 6 most viewed Boston Partners mutual funds shown here include BPLEX, BPIRX, WPGTX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | Long-Short | 96 | 19.07% | — | Nov 1998 | BPAVX vs BPLEX | |
| Boston Partners Long/Short Research Fund | Long-Short | 53 | 6.13% | — | Sep 2010 | BPAVX vs BPIRX | |
| WPG Partners Small/Micro Cap Value Fund | Small Cap Value Equities | 63 | 21.51% | — | Mar 1972 | BPAVX vs WPGTX | |
| Boston Partners Small Cap Value Fund II | Small Cap Value Equities | 35 | 16.53% | — | Jul 1998 | BPAVX vs BPSCX | |
| Boston Partners Small Cap Value Fund Class I | Small Cap Value Equities | 37 | 16.65% | — | Jul 2000 | BPAVX vs BPSIX | |
| Boston Partners Global Equity Fund | Global Equities | 41 | 9.05% | — | Dec 2011 | BPAVX vs BPGIX |
Often Compared With BPAVX
Investors most often compare BPAVX with BPLSX, BPGSX, ACIIX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare BPAVX with Any Fund or Stock
Compare BPAVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BPAVX with funds that move differently
Boston Partners All Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BPAVX.
Explore BPAVX Diversifiers