Brown Advisory - Beutel Goodman Large-Cap Value Fund (BVALX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to BVALX

BVALX charges 0.55% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among BVALX alternatives.

Symbol	Name	Expense Ratio	Inception
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	Dec 6, 2012	BVALX vs FBLEX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	Dec 20, 2017	BVALX vs SWLVX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	Jun 7, 2016	BVALX vs FLCOX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	Jul 2, 1998	BVALX vs VIVIX
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	Oct 1, 2002	BVALX vs TILVX

Best Risk-Adjusted Alternatives to BVALX

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
VIHAX	Vanguard International High Dividend Yield Index F...	92	Mar 2, 2016	BVALX vs VIHAX
FGINX	Delaware Growth and Income Fund	88	Oct 4, 1993	BVALX vs FGINX
TOWFX	Towpath Focus Fund	87	Dec 31, 2019	BVALX vs TOWFX
NEIMX	Neiman Large Cap Value Fund	86	Apr 1, 2003	BVALX vs NEIMX
VALAX	Al Frank Fund	85	May 1, 2006	BVALX vs VALAX

Top Performing BVALX Alternatives (YTD)

BVALX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
AVERX	Ave Maria Value Focused Fund	18.00%	Jan 1, 1984	BVALX vs AVERX
LEXCX	Voya Corporate Leaders Trust Fund	15.27%	Nov 18, 1935	BVALX vs LEXCX
GQHPX	GQG Partners US Quality Dividend Income Fund	11.95%	Jun 29, 2021	BVALX vs GQHPX
YAFFX	AMG Yacktman Focused Fund	8.59%	May 1, 1997	BVALX vs YAFFX
HFCVX	Hennessy Cornerstone Value Fund	8.31%	Nov 1, 1996	BVALX vs HFCVX

Lowest Volatility Alternatives to BVALX

BVALX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	4.68%	Feb 1, 2021	BVALX vs ACTIX
RIDAX	The Income Fund of America Class R-1	9.48%	Dec 1, 1973	BVALX vs RIDAX
HDCTX	Rational Equity Armor Fund	11.05%	Feb 28, 2001	BVALX vs HDCTX
TWEIX	American Century Equity Income Fund	11.59%	Aug 1, 1994	BVALX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	11.61%	Jul 8, 1998	BVALX vs ACIIX

Lowest Drawdown Alternatives to BVALX

BVALX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	-3.07%	Feb 1, 2021	BVALX vs ACTIX
HDCTX	Rational Equity Armor Fund	-6.95%	Feb 28, 2001	BVALX vs HDCTX
AUXFX	Auxier Focus Fund	-8.19%	Jul 9, 1999	BVALX vs AUXFX
RIDAX	The Income Fund of America Class R-1	-8.25%	Dec 1, 1973	BVALX vs RIDAX
PSECX	1789 Growth and Income Fund	-8.36%	Jan 21, 2011	BVALX vs PSECX

Other Mutual Funds from Brown Advisory Funds

Most popular Brown Advisory Funds mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
BAFWX	Brown Advisory Sustainable Growth Fund Institution...	Large Cap Growth Equities	4	-15.23%	Jun 29, 2012	BVALX vs BAFWX
BIAWX	Brown Advisory Sustainable Growth Fund	Large Cap Growth Equities	4	-15.27%	Jun 29, 2012	BVALX vs BIAWX
BIAEX	Brown Advisory Tax Exempt Bond Fund	Municipal Bonds	70	-0.69%	Jun 28, 2012	BVALX vs BIAEX
BIAFX	Brown Advisory Flexible Equity Fund	Large Cap Growth Equities	7	-10.43%	Nov 30, 2006	BVALX vs BIAFX
BIAHX	Brown Advisory - WMC Strategic European Equity Fun...	Europe Equities	67	-5.32%	Oct 20, 2013	BVALX vs BIAHX
BIAGX	Brown Advisory Growth Equity Fund	Large Cap Growth Equities	3	-13.33%	Jun 28, 1999	BVALX vs BIAGX
BAFMX	Brown Advisory Mid-Cap Growth Fund	Mid Cap Growth Equities	4	-11.58%	Jul 2, 2018	BVALX vs BAFMX
BIASX	Brown Advisory Small-Cap Growth Fund	Small Cap Growth Equities	10	-4.65%	Jun 28, 1999	BVALX vs BIASX
BITEX	Brown Advisory Tax-Exempt Sustainable Bond Fund	Municipal Bonds	57	-0.66%	Dec 1, 2019	BVALX vs BITEX
BIAUX	Brown Advisory Small-Cap Fundamental Value Fund	Small Cap Blend Equities	30	1.73%	Dec 31, 2008	BVALX vs BIAUX

Often Compared With BVALX

What investors most often compare with BVALX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
BIAZX	Brown Advisory Mortgage Securities Fund	Government Bonds	64	-0.01%	Dec 25, 2013	BVALX vs BIAZX

Compare BVALX with Any Fund or Stock

Compare BVALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Brown Advisory - Beutel Goodman Large-Cap Value Fund

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