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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | BVALX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | BVALX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | BVALX vs VVIAX |
Best Risk-Adjusted Alternatives to BVALX
BVALX has a PortfoliosLab risk / return rank of 63. There are 240 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 | BVALX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | BVALX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | BVALX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | BVALX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | BVALX vs MALVX |
Top Performing BVALX Alternatives (YTD)
BVALX is at 13.85% YTD. There are 149 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | BVALX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | BVALX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | BVALX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | BVALX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | BVALX vs YAFFX |
Lowest Volatility Alternatives to BVALX
BVALX has 13.58% 1-year volatility. There are 287 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 | BVALX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | BVALX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | BVALX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | BVALX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | BVALX vs ACIIX |
Lowest Drawdown Alternatives to BVALX
BVALX has a 1-year max drawdown of -10.09%. There are 292 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 Equity Income 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
The 10 most viewed Brown Advisory 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 | 4.69% | — | Jun 2012 | BVALX vs BAFWX | |
| Brown Advisory Sustainable Growth Fund | Large Cap Growth Equities | 5 | 4.58% | — | Jun 2012 | BVALX vs BIAWX | |
| Brown Advisory Tax Exempt Bond Fund | Municipal Bonds | 73 | 0.15% | — | Jun 2012 | BVALX vs BIAEX | |
| Brown Advisory - WMC Strategic European Equity Fun... | Europe Equities | 25 | 4.98% | — | Oct 2013 | BVALX vs BIAHX | |
| Brown Advisory Flexible Equity Fund | Large Cap Growth Equities | 18 | 6.44% | — | Nov 2006 | BVALX vs BIAFX | |
| Brown Advisory Growth Equity Fund | Large Cap Growth Equities | 3 | 6.56% | — | Jun 1999 | BVALX vs BIAGX | |
| Brown Advisory Small-Cap Growth Fund | Small Cap Growth Equities | 34 | 15.98% | — | Jun 1999 | BVALX vs BIASX | |
| Brown Advisory Tax-Exempt Sustainable Bond Fund | Municipal Bonds | 74 | 0.28% | — | Dec 2019 | BVALX vs BITEX | |
| Brown Advisory Small-Cap Fundamental Value Fund | Small Cap Blend Equities | 81 | 21.68% | — | Dec 2008 | BVALX vs BIAUX | |
| Brown Advisory Mortgage Securities Fund | Government Bonds | 30 | -0.07% | — | Dec 2013 | BVALX vs BIAZX |
Often Compared With BVALX
Investors most often compare BVALX with BIAYX, BAIAX, BASBX. These 20 comparison targets span 11 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