AB Relative Value Fund (CABDX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CABDX
CABDX charges 0.90% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among CABDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | CABDX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | CABDX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | CABDX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | CABDX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | CABDX vs TILVX |
Best Risk-Adjusted Alternatives to CABDX
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 | CABDX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | CABDX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | CABDX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | CABDX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | CABDX vs VALAX |
Top Performing CABDX Alternatives (YTD)
CABDX 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 | CABDX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | CABDX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | CABDX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | CABDX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | CABDX vs HFCVX |
Lowest Volatility Alternatives to CABDX
CABDX 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 | CABDX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | CABDX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | CABDX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | CABDX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | CABDX vs ACIIX |
Lowest Drawdown Alternatives to CABDX
CABDX 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 | CABDX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | CABDX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | CABDX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | CABDX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | CABDX vs PSECX |
Other Mutual Funds from AllianceBernstein
Most popular AllianceBernstein mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| AB Large Cap Growth Fund Class A | Large Cap Growth Equities | 15 | -12.84% | Oct 1, 1996 | CABDX vs APGAX | |
| AB Large Cap Growth Fund Advisor Class | Large Cap Growth Equities | 15 | -12.78% | Jan 10, 1996 | CABDX vs APGYX | |
| AB Large Cap Growth Fund Class Z | Large Cap Growth Equities | 15 | -12.76% | Jul 1, 2015 | CABDX vs APGZX | |
| AB Growth Fund | Large Cap Growth Equities | 12 | -12.87% | Sep 4, 1990 | CABDX vs AGRFX | |
| AB Municipal Income Shares | High Yield Muni | 43 | -0.64% | Aug 31, 2010 | CABDX vs MISHX | |
| AB High Income Fund | High Yield Bonds | 81 | -1.79% | Feb 25, 1994 | CABDX vs AGDAX | |
| AB Income Fund | Intermediate Core-Plus Bond | 42 | -1.08% | Aug 28, 1987 | CABDX vs ACGYX | |
| AB Small Cap Growth Portfolio | Small Cap Growth Equities | 18 | -7.77% | Feb 12, 1969 | CABDX vs QUASX | |
| AllianceBernstein Global High Income Closed Fund | High Yield Bonds | 9 | -3.52% | Jul 28, 1993 | CABDX vs AWF | |
| AB Sustainable Global Thematic Fund | Global Equities | 6 | -10.89% | Feb 28, 1982 | CABDX vs ALTFX |
Often Compared With CABDX
What investors most often compare with CABDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | CABDX vs SPY | |
| Vanguard Value Index Fund Admiral Shares | Large Cap Value Equities | 58 | 1.63% | Nov 13, 2000 | CABDX vs VVIAX |
Compare CABDX with Any Fund or Stock
Compare CABDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.