DNVYX Alternatives & Similar Mutual Funds

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 121 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.

Symbol	Name	Expense Ratio	AUM	Inception
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.03%	378.80B	May 1998	DNVYX vs VIGIX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	DNVYX vs FSPGX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	4.75B	Dec 2017	DNVYX vs SWLGX
VIGAX	Vanguard Growth Index Fund Admiral Shares	0.05%	378.80B	Nov 2000	DNVYX vs VIGAX
VSPGX	Vanguard S&P 500 Growth Index Fund Institutional S...	0.05%	—	Apr 2019	DNVYX vs VSPGX

Best Risk-Adjusted Alternatives to DNVYX

DNVYX has a PortfoliosLab risk / return rank of 95. No mutual funds in the Large Cap Growth Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 93.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPMCX	Vanguard PRIMECAP Fund Investor Shares	93	96.10B	Nov 1984	DNVYX vs VPMCX
VHCAX	Vanguard Capital Opportunity Fund Admiral Shares	88	32.70B	Nov 2001	DNVYX vs VHCAX
FDSSX	Fidelity Stock Selector All Cap Fund	87	—	Sep 1990	DNVYX vs FDSSX
FZAPX	Fidelity Advisor Stock Selector All Cap Fund Class...	87	—	Aug 2013	DNVYX vs FZAPX
FSSKX	Fidelity Advisor Stock Selector All Cap Fund Class...	86	—	May 2008	DNVYX vs FSSKX

Top Performing DNVYX Alternatives (YTD)

DNVYX is at 15.22% YTD. There are 37 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 35.36%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	35.36%	—	Mar 2020	DNVYX vs ONERX
IOLZX	ICON Equity Fund	29.68%	—	Oct 2002	DNVYX vs IOLZX
CHASX	Chase Growth Fund	23.80%	—	Dec 1997	DNVYX vs CHASX
CHAIX	Chase Growth Fund Institutional Class	23.79%	—	Jan 2007	DNVYX vs CHAIX
GTLLX	Glenmede Quantitative U.S. Large Cap Growth Equity...	23.25%	—	Feb 2004	DNVYX vs GTLLX

Lowest Volatility Alternatives to DNVYX

DNVYX has 12.39% 1-year volatility. There are 11 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.58%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	6.58%	—	Sep 2019	DNVYX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.98%	—	Jan 2005	DNVYX vs MEIFX
AWYIX	CIBC Atlas Equity Income Fund	10.20%	—	Apr 2010	DNVYX vs AWYIX
MRFOX	Marshfield Concentrated Opportunity Fund	10.40%	—	Dec 2015	DNVYX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.68%	—	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
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	DNVYX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	DNVYX vs MEIFX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	DNVYX vs AQEIX
MRFOX	Marshfield Concentrated Opportunity Fund	-7.03%	—	Dec 2015	DNVYX vs MRFOX
AWYIX	CIBC Atlas Equity Income Fund	-8.35%	—	Apr 2010	DNVYX vs AWYIX

Other Mutual Funds from Davis

The 8 most viewed Davis mutual funds shown here include NYVTX, RPFCX, RFBAX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NYVTX	Davis New York Venture Fund	Large Cap Blend Equities	95	15.07%	—	Feb 1969	DNVYX vs NYVTX
RPFCX	Davis Appreciation & Income Fund	Diversified Portfolio	97	15.33%	—	Apr 1992	DNVYX vs RPFCX
RFBAX	Davis Government Bond Fund	Government Bonds	70	0.94%	—	Nov 1994	DNVYX vs RFBAX
DGFAX	Davis Global Fund	Global Equities	41	4.43%	—	Dec 2004	DNVYX vs DGFAX
DILAX	Davis International Fund	Foreign Large Cap Equities	29	5.43%	—	Dec 2006	DNVYX vs DILAX
RPEAX	Davis Opportunity Fund	Large Cap Blend Equities	89	16.26%	—	Dec 1994	DNVYX vs RPEAX
SLASX	Selected American Shares Fund	Large Cap Blend Equities	94	15.42%	—	Feb 1933	DNVYX vs SLASX
RPFRX	Davis Real Estate Fund	REIT	24	15.13%	—	Jan 1994	DNVYX vs RPFRX

Often Compared With DNVYX

Investors most often compare DNVYX with AULDX, AMRGX, PROVX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AULDX	American Century Ultra Fund Class R6	Large Cap Growth Equities	19	4.38%	—	Jul 2013	DNVYX vs AULDX
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	58	18.80%	—	Jul 1958	DNVYX vs AMRGX
PROVX	Provident Trust Strategy Fund	Large Cap Growth Equities	60	7.94%	—	Dec 1986	DNVYX vs PROVX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	34	-3.03%	—	Apr 2003	DNVYX vs BPTRX
ACIHX	American Century Investments Growth Fund G Class	Large Cap Growth Equities	22	5.31%	—	Mar 2022	DNVYX vs ACIHX
FGRAX	Franklin Growth Opportunities Fund Class A	Large Cap Growth Equities	13	6.93%	—	Jun 1999	DNVYX vs FGRAX
FCGSX	Fidelity Series Growth Company Fund	Large Cap Growth Equities	82	19.33%	—	Nov 2013	DNVYX vs FCGSX
ITHAX	Hartford Capital Appreciation Fund Class A	Large Cap Growth Equities	37	8.19%	—	Jul 1996	DNVYX vs ITHAX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	74	16.29%	—	Mar 2001	DNVYX vs ANFFX
BFTHX	Baron Fifth Avenue Growth Fund	Large Cap Growth Equities	21	9.94%	—	Apr 2004	DNVYX vs BFTHX
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	97	18.46%	13.18B	Apr 2007	DNVYX vs SFLNX
FOCKX	Fidelity OTC Portfolio Class K	Large Cap Growth Equities	81	22.53%	—	May 2008	DNVYX vs FOCKX
MGTIX	MFS Massachusetts Investors Growth Stock Fund	Large Cap Growth Equities	8	-0.23%	—	Jan 1932	DNVYX vs MGTIX
QCGRIX	CREF Growth Account Class R3	Large Cap Growth Equities	18	5.74%	—	Apr 2015	DNVYX vs QCGRIX
BGGSX	Baillie Gifford U.S. Equity Growth Fund	Large Cap Growth Equities	2	-3.77%	—	Apr 2017	DNVYX vs BGGSX
MFEGX	MFS Growth Fund Class A	Large Cap Growth Equities	8	3.19%	—	Dec 1986	DNVYX vs MFEGX
RYGRX	Rydex S&P 500 Pure Growth Fund	Large Cap Growth Equities	25	21.11%	—	Feb 2004	DNVYX vs RYGRX
URNQX	Victory Nasdaq 100 Index Fund R6 Shares	Large Cap Growth Equities	45	14.16%	—	Mar 2017	DNVYX vs URNQX
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	81	22.45%	—	Dec 1984	DNVYX vs FOCPX
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	86	18.52%	—	Jan 1990	DNVYX vs ADX

Compare DNVYX with Any Fund or Stock

Compare DNVYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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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

Davis New York Venture Fund Class Y (DNVYX) Alternatives