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 a closer substitute for your current allocation.
Cheapest Alternatives to CFVLX
CFVLX charges 0.67% annually. There are 103 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 | CFVLX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | CFVLX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | CFVLX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CFVLX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | CFVLX vs VVIAX |
Best Risk-Adjusted Alternatives to CFVLX
CFVLX has a PortfoliosLab risk / return rank of 70. There are 167 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 | CFVLX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | CFVLX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | CFVLX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | CFVLX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | CFVLX vs AVLVX |
Top Performing CFVLX Alternatives (YTD)
CFVLX is at 13.10% YTD. There are 123 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 | CFVLX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | CFVLX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | CFVLX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | CFVLX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | CFVLX vs YAFFX |
Lowest Volatility Alternatives to CFVLX
CFVLX has 10.44% 1-year volatility. There are 75 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 | CFVLX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | CFVLX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | CFVLX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | CFVLX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | CFVLX vs TMMAX |
Lowest Drawdown Alternatives to CFVLX
CFVLX has a 1-year max drawdown of -7.23%. There are 154 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 | CFVLX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | CFVLX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | CFVLX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | CFVLX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | CFVLX vs SVAIX |
Other Mutual Funds from Commerce
The 7 most viewed Commerce mutual funds shown here include CFAGX, CFGRX, CFBNX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Commerce MidCap Growth Fund | Mid Cap Growth Equities | 3 | 5.33% | — | Dec 1994 | CFVLX vs CFAGX | |
| Commerce Growth Fund | Large Cap Growth Equities | 18 | 5.42% | — | Dec 1994 | CFVLX vs CFGRX | |
| Commerce Bond Fund | Intermediate Core Bond | 20 | 0.05% | — | Dec 1994 | CFVLX vs CFBNX | |
| Commerce Missouri Tax-Free Intermediate Bond Fund | Municipal Bonds | 65 | 0.95% | — | Feb 1995 | CFVLX vs CFMOX | |
| Commerce National Tax-Free Intermediate Bond Fund | Municipal Bonds | 65 | 0.98% | — | Feb 1995 | CFVLX vs CFNLX | |
| Commerce Kansas Tax-Free Intermediate Bond Fund | Municipal Bonds | 61 | 0.61% | — | Dec 2000 | CFVLX vs KTXIX | |
| Commerce Short Term Government Fund | Government Bonds | 20 | -0.50% | — | Dec 1994 | CFVLX vs CFSTX |
Often Compared With CFVLX
Investors most often compare CFVLX with VTV, DODGX, AVLV. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare CFVLX with Any Fund or Stock
Compare CFVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CFVLX with funds that move differently
Commerce Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CFVLX.
Explore CFVLX Diversifiers