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 | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | BVPIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | BVPIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | BVPIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | BVPIX vs VVIAX |
Best Risk-Adjusted Alternatives to BVPIX
BVPIX has a PortfoliosLab risk / return rank of 22. There are 277 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 | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | BVPIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | BVPIX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | BVPIX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | BVPIX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | BVPIX vs AVLVX |
Top Performing BVPIX Alternatives (YTD)
BVPIX is at 5.80% YTD. There are 269 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | BVPIX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | BVPIX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | BVPIX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | BVPIX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | BVPIX vs NPRTX |
Lowest Volatility Alternatives to BVPIX
BVPIX has 10.57% 1-year volatility. There are 86 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | BVPIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | BVPIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | BVPIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | BVPIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | BVPIX vs TMMAX |
Lowest Drawdown Alternatives to BVPIX
BVPIX has a 1-year max drawdown of -7.08%. There are 131 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 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 | 28 | 6.57% | — | Jan 2005 | BVPIX vs BVSIX |
Often Compared With BVPIX
Investors most often compare BVPIX with ACIIX, AVERX, AUXFX. These 20 comparison targets span 3 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