Baywood ValuePlus Fund (BVPIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BVPIX
BVPIX charges 0.70% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among BVPIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | BVPIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | BVPIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | BVPIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | BVPIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | BVPIX vs VVIAX |
Best Risk-Adjusted Alternatives to BVPIX
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... | 94 | Mar 2, 2016 | BVPIX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | BVPIX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | BVPIX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | BVPIX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | BVPIX vs NEIMX |
Top Performing BVPIX Alternatives (YTD)
BVPIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 19.97% | Jan 1, 1984 | BVPIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | BVPIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | BVPIX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | BVPIX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | BVPIX vs SVAIX |
Lowest Volatility Alternatives to BVPIX
BVPIX 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 | 4.71% | Feb 1, 2021 | BVPIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.54% | Dec 1, 1973 | BVPIX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | BVPIX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | BVPIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | BVPIX vs ACIIX |
Lowest Drawdown Alternatives to BVPIX
BVPIX 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 | BVPIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | BVPIX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | BVPIX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | BVPIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | BVPIX vs RIDAX |
Other Mutual Funds from Baywood
Most popular Baywood mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Baywood Socially Responsible Fund | Large Cap Value Equities | 19 | 0.74% | Jan 3, 2005 | BVPIX vs BVSIX |
Often Compared With BVPIX
What investors most often compare with BVPIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| 1789 Growth and Income Fund | Large Cap Value Equities | 24 | -0.58% | Jan 21, 2011 | BVPIX vs PSECX |
Compare BVPIX with Any Fund or Stock
Compare BVPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.