Boston Partners All Cap Value Fund (BPAVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BPAVX
BPAVX charges 1.05% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among BPAVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | BPAVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | BPAVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | BPAVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | BPAVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | BPAVX vs TILVX |
Best Risk-Adjusted Alternatives to BPAVX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | BPAVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | BPAVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | BPAVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | BPAVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | BPAVX vs VALAX |
Top Performing BPAVX Alternatives (YTD)
BPAVX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | BPAVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | BPAVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | BPAVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | BPAVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | BPAVX vs HFCVX |
Lowest Volatility Alternatives to BPAVX
BPAVX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | BPAVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | BPAVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | BPAVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | BPAVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | BPAVX vs ACIIX |
Lowest Drawdown Alternatives to BPAVX
BPAVX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | BPAVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | BPAVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | BPAVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | BPAVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | BPAVX vs PSECX |
Other Mutual Funds from Boston Partners
Most popular Boston Partners mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund | Long-Short | 93 | 0.57% | Nov 16, 1998 | BPAVX vs BPLEX | |
| Boston Partners Long/Short Research Fund | Long-Short | 62 | -2.07% | Sep 29, 2010 | BPAVX vs BPIRX | |
| WPG Partners Small/Micro Cap Value Fund | Small Cap Value Equities | 41 | 1.86% | Mar 30, 1972 | BPAVX vs WPGTX | |
| Boston Partners Small Cap Value Fund II | Small Cap Value Equities | 25 | -1.66% | Jul 1, 1998 | BPAVX vs BPSCX | |
| Boston Partners Global Equity Fund | Global Equities | 72 | -2.56% | Dec 29, 2011 | BPAVX vs BPGIX | |
| Boston Partners Small Cap Value Fund Class I | Small Cap Value Equities | 25 | -1.61% | Jul 25, 2000 | BPAVX vs BPSIX |
Often Compared With BPAVX
What investors most often compare with BPAVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Boston Partners Long/Short Equity Fund Institution... | Long-Short | 93 | 0.62% | Dec 27, 2000 | BPAVX vs BPLSX | |
| Boston Partners Global Sustainability Fund | Global Equities | 89 | 2.43% | Dec 28, 2021 | BPAVX vs BPGSX |
Compare BPAVX with Any Fund or Stock
Compare BPAVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.