Baywood Socially Responsible Fund (BVSIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BVSIX
BVSIX charges 0.89% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among BVSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | BVSIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | BVSIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | BVSIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | BVSIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | BVSIX vs TILVX |
Best Risk-Adjusted Alternatives to BVSIX
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... | 92 | Mar 2, 2016 | BVSIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | BVSIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | BVSIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | BVSIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | BVSIX vs VALAX |
Top Performing BVSIX Alternatives (YTD)
BVSIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | BVSIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | BVSIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | BVSIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | BVSIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | BVSIX vs HFCVX |
Lowest Volatility Alternatives to BVSIX
BVSIX 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 | 4.68% | Feb 1, 2021 | BVSIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | BVSIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | BVSIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | BVSIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | BVSIX vs ACIIX |
Lowest Drawdown Alternatives to BVSIX
BVSIX 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 | BVSIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | BVSIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | BVSIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | BVSIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | BVSIX vs PSECX |
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 ValuePlus Fund | Large Cap Value Equities | 35 | 2.73% | Dec 2, 2013 | BVSIX vs BVPIX |
Often Compared With BVSIX
What investors most often compare with BVSIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Pl... | Large Cap Blend Equities | 46 | -7.06% | Jul 7, 1997 | BVSIX vs VIIIX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | BVSIX vs VOO |
Compare BVSIX with Any Fund or Stock
Compare BVSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.