Cullen Value Fund (CVLVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to CVLVX
CVLVX charges 0.75% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among CVLVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | CVLVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | CVLVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | CVLVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | CVLVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | CVLVX vs TILVX |
Best Risk-Adjusted Alternatives to CVLVX
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 | CVLVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | CVLVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | CVLVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | CVLVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | CVLVX vs VALAX |
Top Performing CVLVX Alternatives (YTD)
CVLVX 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 | CVLVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | CVLVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | CVLVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | CVLVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | CVLVX vs HFCVX |
Lowest Volatility Alternatives to CVLVX
CVLVX 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 | CVLVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | CVLVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | CVLVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | CVLVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | CVLVX vs ACIIX |
Lowest Drawdown Alternatives to CVLVX
CVLVX 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 | CVLVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | CVLVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | CVLVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | CVLVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | CVLVX vs PSECX |
Other Mutual Funds from Cullen Funds Trust
Most popular Cullen Funds Trust mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Cullen High Dividend Equity Fund | Large Cap Value Equities | 68 | 2.11% | Aug 1, 2003 | CVLVX vs CHDEX | |
| Cullen Emerging Markets High Dividend Fund | Emerging Markets Diversified | 93 | 6.79% | Aug 30, 2012 | CVLVX vs CEMFX | |
| Cullen International High Dividend Fund | Foreign Large Cap Equities | 76 | 2.88% | Dec 14, 2005 | CVLVX vs CIHIX | |
| Cullen Small Cap Value Fund | Small Cap Value Equities | 8 | -4.18% | Oct 1, 2009 | CVLVX vs CUSIX | |
| Cullen Enhanced Equity Income Fund | Derivative Income | 15 | 3.20% | Dec 14, 2015 | CVLVX vs ENHNX |
Compare CVLVX with Any Fund or Stock
Compare CVLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.