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 120 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% | 4.94B | 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 | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | DNVYX vs TILIX |
Best Risk-Adjusted Alternatives to DNVYX
DNVYX has a PortfoliosLab risk / return rank of 81. There are 16 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | DNVYX vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | DNVYX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | DNVYX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | DNVYX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | DNVYX vs FCGSX |
Top Performing DNVYX Alternatives (YTD)
DNVYX is at 12.33% YTD. There are 93 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | DNVYX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | DNVYX vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | DNVYX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | DNVYX vs FUMIX | |
| Chase Growth Fund | 26.84% | — | Dec 1997 | DNVYX vs CHASX |
Lowest Volatility Alternatives to DNVYX
DNVYX has 12.50% 1-year volatility. There are 13 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | DNVYX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | DNVYX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | 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... | 10.65% | — | 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, FSSKX. 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