BVEFX Alternatives & Similar Mutual Funds

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 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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	BVEFX vs FBLEX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.03%	—	Jul 1998	BVEFX vs VIVIX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	BVEFX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	BVEFX vs SWLVX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	245.00B	Nov 2000	BVEFX vs VVIAX

Best Risk-Adjusted Alternatives to BVEFX

BVEFX has a PortfoliosLab risk / return rank of 59. There are 197 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
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	BVEFX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	BVEFX vs FGINX
IDIVX	Integrity Dividend Harvest Fund	96	—	May 2012	BVEFX vs IDIVX
MALVX	BlackRock Advantage Large Cap Value Fund	95	—	Dec 1999	BVEFX vs MALVX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	95	—	Jun 2022	BVEFX vs AVLVX

Top Performing BVEFX Alternatives (YTD)

BVEFX is at 11.83% YTD. There are 150 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.85%.

Symbol	Name	YTD Return	AUM	Inception
PKAIX	PIMCO RAE US Fund	24.85%	—	Jun 2015	BVEFX vs PKAIX
LEXCX	Voya Corporate Leaders Trust Fund	23.42%	—	Nov 1935	BVEFX vs LEXCX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	23.26%	—	Jun 2022	BVEFX vs AVLVX
VALAX	Al Frank Fund	22.41%	—	May 2006	BVEFX vs VALAX
YAFFX	AMG Yacktman Focused Fund	21.86%	—	May 1997	BVEFX vs YAFFX

Lowest Volatility Alternatives to BVEFX

BVEFX has 10.23% 1-year volatility. There are 55 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
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.33%	—	Sep 2017	BVEFX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.63%	—	Feb 2021	BVEFX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.37%	—	Dec 1973	BVEFX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.50%	—	Feb 1996	BVEFX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.50%	—	Dec 2007	BVEFX vs TMMAX

Lowest Drawdown Alternatives to BVEFX

BVEFX has a 1-year max drawdown of -7.17%. There are 146 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
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	BVEFX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	BVEFX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	BVEFX vs BUFBX
TORYX	Torray Fund	-4.50%	—	Dec 1990	BVEFX vs TORYX
SVAIX	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 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
MEIAX	MFS Value Fund	Large Cap Value Equities	41	8.91%	—	Jan 1996	BVEFX vs MEIAX
FXNAX	Fidelity U.S. Bond Index Fund	Total Bond Market	20	0.14%	—	Mar 1990	BVEFX vs FXNAX
NOIEX	Northern Income Equity Fund	Large Cap Value Equities	76	12.21%	—	Mar 1994	BVEFX vs NOIEX
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	90	18.08%	—	Oct 2002	BVEFX vs TILVX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	68	10.19%	6.45B	Aug 1994	BVEFX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	68	10.27%	—	Jul 1998	BVEFX vs ACIIX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	83	13.22%	20.50B	Mar 2016	BVEFX vs VIHAX
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	27	9.65%	—	Jun 2021	BVEFX vs GQHPX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	93	10.19%	—	Dec 2019	BVEFX vs TOWFX
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	—	—	—	Oct 2017	BVEFX vs UPDDX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	84	11.01%	—	Jul 1999	BVEFX vs AUXFX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	42	8.01%	—	Feb 2001	BVEFX vs HDCTX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	19	17.16%	—	Jan 1984	BVEFX vs AVERX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	93	18.55%	—	Apr 2003	BVEFX vs NEIMX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	13	3.81%	—	Jan 2011	BVEFX vs PSECX
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	90	18.43%	—	Dec 2006	BVEFX vs NQCRX
FLCSX	Fidelity Large Cap Stock Fund	Large Cap Blend Equities	72	10.88%	—	Jun 1995	BVEFX vs FLCSX
FAIRX	Fairholme Fund	Large Cap Value Equities	18	3.61%	—	Dec 1999	BVEFX vs FAIRX
SMVLX	Smead Value Fund	Large Cap Value Equities	75	16.77%	—	Jan 2008	BVEFX vs SMVLX
CFJIX	Calvert US Large-Cap Value Responsible Index Fund	Large Cap Value Equities	88	21.52%	—	Jun 2015	BVEFX vs CFJIX

Compare BVEFX with Any Fund or Stock

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

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Diversifiers

Pair BVEFX with funds that move differently

Becker Value Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BVEFX.

Explore BVEFX Diversifiers

Becker Value Equity Fund (BVEFX) Alternatives