Commerce Value Fund (CFVLX) Alternatives
Commerce Value Fund (CFVLX) 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 CFVLX. 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 CFVLX
CFVLX charges 0.67% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among CFVLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | CFVLX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | CFVLX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | CFVLX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | CFVLX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | CFVLX vs TILVX |
Best Risk-Adjusted Alternatives to CFVLX
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 | CFVLX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | CFVLX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | CFVLX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | CFVLX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | CFVLX vs VALAX |
Top Performing CFVLX Alternatives (YTD)
CFVLX 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 | CFVLX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | CFVLX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | CFVLX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | CFVLX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | CFVLX vs HFCVX |
Lowest Volatility Alternatives to CFVLX
CFVLX 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 | CFVLX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | CFVLX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | CFVLX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | CFVLX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | CFVLX vs ACIIX |
Lowest Drawdown Alternatives to CFVLX
CFVLX 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 | CFVLX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | CFVLX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | CFVLX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | CFVLX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | CFVLX vs PSECX |
Other Mutual Funds from Commerce
Most popular Commerce mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Commerce Growth Fund | Large Cap Growth Equities | 18 | -11.61% | Dec 12, 1994 | CFVLX vs CFGRX | |
| Commerce MidCap Growth Fund | Mid Cap Growth Equities | 5 | -6.89% | Dec 12, 1994 | CFVLX vs CFAGX | |
| Commerce Bond Fund | Intermediate Core Bond | 52 | -0.57% | Dec 12, 1994 | CFVLX vs CFBNX | |
| Commerce Missouri Tax-Free Intermediate Bond Fund | Municipal Bonds | 51 | -0.96% | Feb 20, 1995 | CFVLX vs CFMOX | |
| Commerce National Tax-Free Intermediate Bond Fund | Municipal Bonds | 68 | -0.86% | Feb 20, 1995 | CFVLX vs CFNLX | |
| Commerce Short Term Government Fund | Government Bonds | 92 | -0.02% | Dec 11, 1994 | CFVLX vs CFSTX | |
| Commerce Kansas Tax-Free Intermediate Bond Fund | Municipal Bonds | 62 | -1.12% | Dec 25, 2000 | CFVLX vs KTXIX |
Often Compared With CFVLX
What investors most often compare with CFVLX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Avantis U.S. Large Cap Value ETF | Large Cap Value Equities | 79 | 6.69% | Sep 21, 2021 | CFVLX vs AVLV | |
| Vanguard Value ETF | Large Cap Value Equities | 67 | 3.30% | Jan 26, 2004 | CFVLX vs VTV | |
| Dodge & Cox Stock Fund Class I | Large Cap Value Equities | 14 | -3.67% | Jan 4, 1965 | CFVLX vs DODGX |
Compare CFVLX with Any Fund or Stock
Compare CFVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.