Becker Value Equity Fund (BVEFX) Alternatives
Becker Value Equity Fund (BVEFX) 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 BVEFX. 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 BVEFX
BVEFX charges 0.78% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among BVEFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | BVEFX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | BVEFX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | BVEFX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | BVEFX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | BVEFX vs TILVX |
Best Risk-Adjusted Alternatives to BVEFX
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 | BVEFX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | BVEFX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | BVEFX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | BVEFX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | BVEFX vs VALAX |
Top Performing BVEFX Alternatives (YTD)
BVEFX 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 | BVEFX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | BVEFX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | BVEFX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | BVEFX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | BVEFX vs HFCVX |
Lowest Volatility Alternatives to BVEFX
BVEFX 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 | BVEFX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | BVEFX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | BVEFX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | BVEFX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | BVEFX vs ACIIX |
Lowest Drawdown Alternatives to BVEFX
BVEFX 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 | BVEFX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | BVEFX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | BVEFX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | BVEFX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | BVEFX vs PSECX |
Often Compared With BVEFX
What investors most often compare with BVEFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MFS Value Fund | Large Cap Value Equities | 27 | -0.62% | Jan 2, 1996 | BVEFX vs MEIAX | |
| Fidelity U.S. Bond Index Fund | Total Bond Market | 56 | -0.45% | — | BVEFX vs FXNAX | |
| Northern Income Equity Fund | Large Cap Value Equities | 50 | -4.59% | Mar 31, 1994 | BVEFX vs NOIEX |
Compare BVEFX with Any Fund or Stock
Compare BVEFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.