Baywood Socially Responsible Fund (BVSIX) 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 BVSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BVSIX
BVSIX charges 0.89% annually. There are 194 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 | BVSIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | BVSIX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | BVSIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | BVSIX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | BVSIX vs TILVX |
Best Risk-Adjusted Alternatives to BVSIX
BVSIX has a PortfoliosLab risk / return rank of 31. There are 267 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 | BVSIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | BVSIX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | BVSIX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | BVSIX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | BVSIX vs AVLVX |
Top Performing BVSIX Alternatives (YTD)
BVSIX is at 8.82% YTD. There are 263 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | BVSIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | BVSIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | BVSIX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | BVSIX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | BVSIX vs YAFFX |
Lowest Volatility Alternatives to BVSIX
BVSIX has 11.22% 1-year volatility. There are 147 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 | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | BVSIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | BVSIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | BVSIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | BVSIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | BVSIX vs TMMAX |
Lowest Drawdown Alternatives to BVSIX
BVSIX has a 1-year max drawdown of -7.86%. There are 202 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 | BVSIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | BVSIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | BVSIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | BVSIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | BVSIX vs SVAIX |
Other Mutual Funds from Baywood
The 1 most viewed Baywood mutual funds shown here include BVPIX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baywood ValuePlus Fund | Large Cap Value Equities | 24 | 8.35% | — | Dec 2013 | BVSIX vs BVPIX |
Often Compared With BVSIX
Investors most often compare BVSIX with VIIIX, VOO, AVERX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare BVSIX with Any Fund or Stock
Compare BVSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BVSIX with funds that move differently
Baywood Socially Responsible Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BVSIX.
Explore BVSIX Diversifiers