Multi-Manager Value Strategies Fund (CZMVX) 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 CZMVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CZMVX
CZMVX charges 0.69% annually. There are 117 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 | CZMVX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | CZMVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | CZMVX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | CZMVX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | CZMVX vs VVIAX |
Best Risk-Adjusted Alternatives to CZMVX
CZMVX has a PortfoliosLab risk / return rank of 59. There are 159 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 | CZMVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | CZMVX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | CZMVX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | CZMVX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | CZMVX vs SABTX |
Top Performing CZMVX Alternatives (YTD)
CZMVX is at 9.16% YTD. There are 165 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | CZMVX vs YAFFX | |
| PIMCO RAE US Fund | 23.68% | — | Jun 2015 | CZMVX vs PKAIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | CZMVX vs AVLVX | |
| Al Frank Fund | 21.52% | — | May 2006 | CZMVX vs VALAX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | CZMVX vs PXTIX |
Lowest Volatility Alternatives to CZMVX
CZMVX has 10.10% 1-year volatility. There are 68 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.91% | — | Sep 2017 | CZMVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | CZMVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.14% | — | Dec 1973 | CZMVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | CZMVX vs FLCCX | |
| Fidelity Advisor Large Cap Fund Class A | 8.08% | — | Sep 1996 | CZMVX vs FALAX |
Lowest Drawdown Alternatives to CZMVX
CZMVX has a 1-year max drawdown of -6.23%. There are 49 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | CZMVX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | CZMVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | CZMVX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | CZMVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | CZMVX vs SVAIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | CZMVX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | CZMVX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | CZMVX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | CZMVX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | CZMVX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | CZMVX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | CZMVX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | CZMVX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | CZMVX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | CZMVX vs ASFYX |
Often Compared With CZMVX
Investors most often compare CZMVX with SCHD, VOO, QQQ. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare CZMVX with Any Fund or Stock
Compare CZMVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CZMVX with funds that move differently
Multi-Manager Value Strategies Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CZMVX.
Explore CZMVX Diversifiers