Cullen Value Fund (CVLVX) 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 CVLVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CVLVX
CVLVX charges 0.75% annually. There are 148 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 | CVLVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | CVLVX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CVLVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | CVLVX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | CVLVX vs VVIAX |
Best Risk-Adjusted Alternatives to CVLVX
CVLVX has a PortfoliosLab risk / return rank of 89. There are 56 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 | CVLVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | CVLVX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | CVLVX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | CVLVX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | CVLVX vs AVLVX |
Top Performing CVLVX Alternatives (YTD)
CVLVX is at 17.81% YTD. There are 42 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.54% | — | Jun 2015 | CVLVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.27% | — | Nov 1935 | CVLVX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.08% | — | Jun 2022 | CVLVX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.32% | — | Jun 2005 | CVLVX vs PXTIX | |
| AMG Yacktman Focused Fund | 22.18% | — | May 1997 | CVLVX vs YAFFX |
Lowest Volatility Alternatives to CVLVX
CVLVX has 11.77% 1-year volatility. There are 202 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 | CVLVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | CVLVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | CVLVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | CVLVX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | CVLVX vs TWEIX |
Lowest Drawdown Alternatives to CVLVX
CVLVX has a 1-year max drawdown of -7.52%. There are 187 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 | CVLVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | CVLVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | CVLVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | CVLVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | CVLVX vs SVAIX |
Other Mutual Funds from Cullen Funds Trust
The 5 most viewed Cullen Funds Trust mutual funds shown here include CEMFX, CHDEX, ENHNX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cullen Emerging Markets High Dividend Fund | Emerging Markets Diversified | 79 | 19.17% | — | Aug 2012 | CVLVX vs CEMFX | |
| Cullen High Dividend Equity Fund | Large Cap Value Equities | 82 | 10.91% | — | Aug 2003 | CVLVX vs CHDEX | |
| Cullen Enhanced Equity Income Fund | Derivative Income | 27 | 9.07% | — | Dec 2015 | CVLVX vs ENHNX | |
| Cullen Small Cap Value Fund | Small Cap Value Equities | 10 | 9.59% | — | Oct 2009 | CVLVX vs CUSIX | |
| Cullen International High Dividend Fund | Foreign Large Cap Equities | 53 | 10.36% | — | Dec 2005 | CVLVX vs CIHIX |
Often Compared With CVLVX
Investors most often compare CVLVX with ACIIX, DODFX, PSECX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare CVLVX with Any Fund or Stock
Compare CVLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CVLVX with funds that move differently
Cullen Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CVLVX.
Explore CVLVX Diversifiers