Davis New York Venture Fund Class Y (DNVYX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DNVYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DNVYX
DNVYX charges 0.67% annually. There are 119 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | DNVYX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | DNVYX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | DNVYX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | DNVYX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | DNVYX vs TILIX |
Best Risk-Adjusted Alternatives to DNVYX
DNVYX has a PortfoliosLab risk / return rank of 80. There are 22 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | DNVYX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | DNVYX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | DNVYX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | DNVYX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | DNVYX vs FOCPX |
Top Performing DNVYX Alternatives (YTD)
DNVYX is at 10.33% YTD. There are 120 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | DNVYX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | DNVYX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | DNVYX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | DNVYX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | DNVYX vs POGRX |
Lowest Volatility Alternatives to DNVYX
DNVYX has 12.64% 1-year volatility. There are 18 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | DNVYX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | DNVYX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | DNVYX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | DNVYX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | Sep 2018 | DNVYX vs GQEPX |
Lowest Drawdown Alternatives to DNVYX
DNVYX has a 1-year max drawdown of -7.97%. There are 4 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | DNVYX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | DNVYX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | DNVYX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | DNVYX vs MRFOX | |
| Timothy Plan Large/Mid Cap Growth Fund | -8.08% | — | Oct 2000 | DNVYX vs TLGAX |
Often Compared With DNVYX
Investors most often compare DNVYX with AULDX, AMRGX, BPTRX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare DNVYX with Any Fund or Stock
Compare DNVYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DNVYX with funds that move differently
Davis New York Venture Fund Class Y alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DNVYX.
Explore DNVYX Diversifiers