Brown Advisory - Beutel Goodman Large-Cap Value Fund (BVALX) 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 BVALX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BVALX
BVALX charges 0.55% annually. There are 62 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 | BVALX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | BVALX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | BVALX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | BVALX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | BVALX vs TILVX |
Best Risk-Adjusted Alternatives to BVALX
BVALX has a PortfoliosLab risk / return rank of 33. There are 261 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 | BVALX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | BVALX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | BVALX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | BVALX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | BVALX vs AVLVX |
Top Performing BVALX Alternatives (YTD)
BVALX is at 12.61% YTD. There are 135 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 | BVALX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | BVALX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | BVALX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | BVALX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | BVALX vs YAFFX |
Lowest Volatility Alternatives to BVALX
BVALX has 13.49% 1-year volatility. There are 289 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 | BVALX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | BVALX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | BVALX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | BVALX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | BVALX vs TMMAX |
Lowest Drawdown Alternatives to BVALX
BVALX has a 1-year max drawdown of -10.09%. There are 294 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 | BVALX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | BVALX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | BVALX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | BVALX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | BVALX vs SVAIX |
Other Mutual Funds from Brown Advisory Funds
The 10 most viewed Brown Advisory Funds mutual funds shown here include BAFWX, BIAWX, BIAEX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brown Advisory Sustainable Growth Fund Institution... | Large Cap Growth Equities | 5 | 6.06% | — | Jun 2012 | BVALX vs BAFWX | |
| Brown Advisory Sustainable Growth Fund | Large Cap Growth Equities | 5 | 5.99% | — | Jun 2012 | BVALX vs BIAWX | |
| Brown Advisory Tax Exempt Bond Fund | Municipal Bonds | 77 | 1.55% | — | Jun 2012 | BVALX vs BIAEX | |
| Brown Advisory - WMC Strategic European Equity Fun... | Europe Equities | 7 | 0.45% | — | Oct 2013 | BVALX vs BIAHX | |
| Brown Advisory Flexible Equity Fund | Large Cap Growth Equities | 15 | 7.68% | — | Nov 2006 | BVALX vs BIAFX | |
| Brown Advisory Growth Equity Fund | Large Cap Growth Equities | 5 | 10.56% | — | Jun 1999 | BVALX vs BIAGX | |
| Brown Advisory Small-Cap Growth Fund | Small Cap Growth Equities | 26 | 16.97% | — | Jun 1999 | BVALX vs BIASX | |
| Brown Advisory Tax-Exempt Sustainable Bond Fund | Municipal Bonds | 74 | 1.39% | — | Dec 2019 | BVALX vs BITEX | |
| Brown Advisory Mid-Cap Growth Fund | Mid Cap Growth Equities | — | — | — | Jul 2018 | BVALX vs BAFMX | |
| Brown Advisory Small-Cap Fundamental Value Fund | Small Cap Blend Equities | 66 | 20.21% | — | Dec 2008 | BVALX vs BIAUX |
Often Compared With BVALX
Investors most often compare BVALX with BIAZX, BIAYX, BAIAX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare BVALX with Any Fund or Stock
Compare BVALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BVALX with funds that move differently
Brown Advisory - Beutel Goodman Large-Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BVALX.
Explore BVALX Diversifiers