Pioneer Disciplined Value Fund (CVFCX) 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 CVFCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CVFCX
CVFCX charges 0.91% annually. There are 206 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 | CVFCX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | CVFCX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | CVFCX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CVFCX vs SWLVX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | CVFCX vs TILVX |
Best Risk-Adjusted Alternatives to CVFCX
CVFCX has a PortfoliosLab risk / return rank of 52. There are 209 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 | CVFCX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | CVFCX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | CVFCX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | CVFCX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | CVFCX vs AVLVX |
Top Performing CVFCX Alternatives (YTD)
CVFCX is at 10.02% YTD. There are 229 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 | CVFCX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | CVFCX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | CVFCX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | CVFCX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | CVFCX vs YAFFX |
Lowest Volatility Alternatives to CVFCX
CVFCX has 11.62% 1-year volatility. There are 193 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 | CVFCX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | CVFCX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | CVFCX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | CVFCX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | CVFCX vs TMMAX |
Lowest Drawdown Alternatives to CVFCX
CVFCX has a 1-year max drawdown of -8.13%. There are 232 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 | CVFCX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | CVFCX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | CVFCX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | CVFCX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | CVFCX vs SVAIX |
Other Mutual Funds from Amundi
The 10 most viewed Amundi mutual funds shown here include PMFYX, PMAIX, PIODX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund | Global Allocation | 82 | 6.28% | — | Dec 2011 | CVFCX vs PMFYX | |
| Pioneer Multi-Asset Income Fund A | Diversified Portfolio, Dividend | 81 | 6.17% | — | Dec 2011 | CVFCX vs PMAIX | |
| Pioneer Fund | Large Cap Blend Equities | 45 | 11.20% | — | Feb 1928 | CVFCX vs PIODX | |
| Pioneer ILS Interval Fund | High Yield Bonds | 100 | 9.42% | — | Dec 2014 | CVFCX vs XILSX | |
| Pioneer Core Equity Fund | Large Cap Blend Equities | 52 | 11.78% | — | Nov 1999 | CVFCX vs PIOTX | |
| Pioneer Disciplined Growth Fund | Large Cap Growth Equities | 31 | 11.07% | — | Dec 2005 | CVFCX vs PINDX | |
| Pioneer Fundamental Growth Fund | Large Cap Growth Equities | 12 | 4.95% | — | Aug 2002 | CVFCX vs PIGFX | |
| Pioneer Securitized Income Fund | Nontraditional Bonds | 77 | 2.22% | — | Dec 2019 | CVFCX vs SYFFX | |
| Pioneer Multi-Asset Ultrashort Income Fund | Ultrashort Bond | 99 | 1.97% | — | Apr 2011 | CVFCX vs MYFRX | |
| Pioneer Global Sustainable Equity Fund Class A | Global Equities, Sustainable | 83 | 15.22% | — | Dec 2005 | CVFCX vs GLOSX |
Often Compared With CVFCX
Investors most often compare CVFCX with OIEJX, PCGRX, HDCTX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare CVFCX with Any Fund or Stock
Compare CVFCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CVFCX with funds that move differently
Pioneer Disciplined Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CVFCX.
Explore CVFCX Diversifiers