AB Relative Value Fund (CABDX) 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 CABDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CABDX
CABDX charges 0.90% annually. There are 203 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 | CABDX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | CABDX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CABDX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | CABDX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | CABDX vs VVIAX |
Best Risk-Adjusted Alternatives to CABDX
CABDX has a PortfoliosLab risk / return rank of 57. There are 173 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 | CABDX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | CABDX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | CABDX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | CABDX vs FSWCX | |
| PIMCO RAE US Fund | 95 | — | Jun 2015 | CABDX vs PKAIX |
Top Performing CABDX Alternatives (YTD)
CABDX is at 10.85% YTD. There are 115 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | CABDX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | CABDX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | CABDX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | CABDX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | CABDX vs PXTIX |
Lowest Volatility Alternatives to CABDX
CABDX has 10.31% 1-year volatility. There are 87 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | CABDX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | CABDX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | CABDX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | CABDX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | CABDX vs FLCCX |
Lowest Drawdown Alternatives to CABDX
CABDX has a 1-year max drawdown of -6.21%. There are 47 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | CABDX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | CABDX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | CABDX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | CABDX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | CABDX vs SVAIX |
Other Mutual Funds from AllianceBernstein
The 10 most viewed AllianceBernstein mutual funds shown here include APGAX, APGYX, APGZX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Class A | Large Cap Growth Equities | 15 | 5.59% | — | Oct 1996 | CABDX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 16 | 5.70% | — | Jan 1996 | CABDX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 16 | 5.74% | — | Jul 2015 | CABDX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 16 | 7.76% | — | Sep 1990 | CABDX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 69 | 2.13% | — | Aug 2010 | CABDX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 73 | 2.07% | — | Feb 1994 | CABDX vs AGDAX | |
| AB Income Fund | Intermediate Core-Plus Bond | 23 | 0.63% | — | Aug 1987 | CABDX vs ACGYX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 30 | 19.60% | — | Feb 1969 | CABDX vs QUASX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 3 | -1.70% | — | Jul 1993 | CABDX vs AWF | |
| AB Sustainable Global Thematic Fund | Global Equities | 8 | 5.73% | — | Feb 1982 | CABDX vs ALTFX |
Often Compared With CABDX
Investors most often compare CABDX with SPY, PSECX, FAIRX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare CABDX with Any Fund or Stock
Compare CABDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CABDX with funds that move differently
AB Relative Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CABDX.
Explore CABDX Diversifiers