Becker 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 a closer substitute for your current allocation.
Cheapest Alternatives to BVEFX
BVEFX charges 0.78% annually. There are 161 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 | BVEFX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | BVEFX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | BVEFX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | BVEFX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | BVEFX vs TILVX |
Best Risk-Adjusted Alternatives to BVEFX
BVEFX has a PortfoliosLab risk / return rank of 76. There are 195 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 | BVEFX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | BVEFX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | BVEFX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | BVEFX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | BVEFX vs MALVX |
Top Performing BVEFX Alternatives (YTD)
BVEFX is at 13.01% YTD. There are 179 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 | BVEFX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | BVEFX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | BVEFX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | BVEFX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | BVEFX vs YAFFX |
Lowest Volatility Alternatives to BVEFX
BVEFX has 10.20% 1-year volatility. There are 48 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 | BVEFX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | BVEFX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | BVEFX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | BVEFX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | BVEFX vs ACIIX |
Lowest Drawdown Alternatives to BVEFX
BVEFX has a 1-year max drawdown of -7.17%. There are 143 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 | BVEFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | BVEFX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | BVEFX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | BVEFX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | BVEFX vs SVAIX |
Often Compared With BVEFX
Investors most often compare BVEFX with MEIAX, FXNAX, NOIEX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare BVEFX with Any Fund or Stock
Compare BVEFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BVEFX with funds that move differently
Becker Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BVEFX.
Explore BVEFX Diversifiers