Davis New York Venture Fund Class Y (DNVYX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to DNVYX

DNVYX charges 0.67% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among DNVYX alternatives.

Symbol	Name	Expense Ratio	Inception
ACIHX	American Century Growth Fund G Class	0.01%	Mar 1, 2022	DNVYX vs ACIHX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	Dec 20, 2017	DNVYX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	DNVYX vs FSPGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	May 14, 1998	DNVYX vs VIGIX
TILIX	TIAA-CREF Large-Cap Growth Index Fund	0.05%	Oct 1, 2002	DNVYX vs TILIX

Best Risk-Adjusted Alternatives to DNVYX

Among mutual funds in the Large Cap Growth 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
ONERX	One Rock Fund	91	Mar 6, 2020	DNVYX vs ONERX
FCGSX	Fidelity Series Growth Company Fund	88	Nov 7, 2013	DNVYX vs FCGSX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	87	Aug 17, 1999	DNVYX vs VTMGX
ADX	Adams Diversified Equity Fund, Inc.	85	Jan 2, 1990	DNVYX vs ADX
BPTRX	Baron Partners Fund	84	Apr 30, 2003	DNVYX vs BPTRX

Top Performing DNVYX Alternatives (YTD)

DNVYX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	9.54%	Sep 28, 2018	DNVYX vs GQEPX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	2.46%	Aug 17, 1999	DNVYX vs VTMGX
IOLZX	ICON Equity Fund	2.04%	Oct 17, 2002	DNVYX vs IOLZX
AMRGX	American Growth Fund Series One	1.60%	Jul 31, 1958	DNVYX vs AMRGX
BBLIX	BBH Select Series - Large Cap Fund	1.58%	Sep 9, 2019	DNVYX vs BBLIX

Lowest Volatility Alternatives to DNVYX

DNVYX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
BLUEX	AMG Veritas Global Real Return Fund	11.01%	Jan 10, 1991	DNVYX vs BLUEX
MRFOX	Marshfield Concentrated Opportunity Fund	11.83%	Dec 29, 2015	DNVYX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	12.41%	Sep 28, 2018	DNVYX vs GQEPX
TVRIX	Guggenheim Directional Allocation Fund	12.61%	Jun 18, 2012	DNVYX vs TVRIX
PROVX	Provident Trust Strategy Fund	14.60%	Dec 30, 1986	DNVYX vs PROVX

Lowest Drawdown Alternatives to DNVYX

DNVYX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
MRFOX	Marshfield Concentrated Opportunity Fund	-7.09%	Dec 29, 2015	DNVYX vs MRFOX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-8.34%	Sep 28, 2018	DNVYX vs GQEPX
TVRIX	Guggenheim Directional Allocation Fund	-8.45%	Jun 18, 2012	DNVYX vs TVRIX
MEIFX	Meridian Enhanced Equity Fund	-8.99%	Jan 31, 2005	DNVYX vs MEIFX
BBLIX	BBH Select Series - Large Cap Fund	-10.22%	Sep 9, 2019	DNVYX vs BBLIX

Often Compared With DNVYX

What investors most often compare with DNVYX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	73	2.71%	Apr 2, 2007	DNVYX vs SFLNX

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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Davis New York Venture Fund Class Y

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