Baywood ValuePlus Fund (BVPIX) 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 BVPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BVPIX
BVPIX charges 0.70% annually. There are 117 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 | BVPIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | BVPIX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | BVPIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | BVPIX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | BVPIX vs TILVX |
Best Risk-Adjusted Alternatives to BVPIX
BVPIX has a PortfoliosLab risk / return rank of 44. There are 275 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 | BVPIX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | BVPIX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | BVPIX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | BVPIX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | BVPIX vs MALVX |
Top Performing BVPIX Alternatives (YTD)
BVPIX is at 10.28% YTD. There are 250 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 | BVPIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | BVPIX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | BVPIX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | BVPIX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | BVPIX vs YAFFX |
Lowest Volatility Alternatives to BVPIX
BVPIX has 10.77% 1-year volatility. There are 96 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 | BVPIX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | BVPIX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | BVPIX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | BVPIX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | BVPIX vs ACIIX |
Lowest Drawdown Alternatives to BVPIX
BVPIX has a 1-year max drawdown of -7.08%. There are 129 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 | BVPIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | BVPIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | BVPIX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | BVPIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | BVPIX vs SVAIX |
Other Mutual Funds from Baywood
The 1 most viewed Baywood mutual funds shown here include BVSIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baywood Socially Responsible Fund | Large Cap Value Equities | 49 | 9.67% | — | Jan 2005 | BVPIX vs BVSIX |
Often Compared With BVPIX
Investors most often compare BVPIX with AUXFX, AVERX, VIHAX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare BVPIX with Any Fund or Stock
Compare BVPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BVPIX with funds that move differently
Baywood ValuePlus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BVPIX.
Explore BVPIX Diversifiers