Cantor FBP Equity & Dividend Plus Fund (FBPEX) 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 FBPEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FBPEX
FBPEX charges 1.12% annually. There are 276 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 | FBPEX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | FBPEX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | FBPEX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | FBPEX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | FBPEX vs VVIAX |
Best Risk-Adjusted Alternatives to FBPEX
FBPEX has a PortfoliosLab risk / return rank of 45. There are 232 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 | FBPEX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | FBPEX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | FBPEX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | FBPEX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | FBPEX vs SABTX |
Top Performing FBPEX Alternatives (YTD)
FBPEX is at 9.74% YTD. There are 158 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 | FBPEX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | FBPEX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | FBPEX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | FBPEX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | FBPEX vs PXTIX |
Lowest Volatility Alternatives to FBPEX
FBPEX has 10.35% 1-year volatility. There are 96 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | FBPEX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | FBPEX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | FBPEX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | FBPEX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | FBPEX vs FLCCX |
Lowest Drawdown Alternatives to FBPEX
FBPEX has a 1-year max drawdown of -7.38%. There are 173 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 | FBPEX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | FBPEX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | FBPEX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | FBPEX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | FBPEX vs SVAIX |
Often Compared With FBPEX
Investors most often compare FBPEX with BITO, VIG, AWYIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare FBPEX with Any Fund or Stock
Compare FBPEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FBPEX with funds that move differently
Cantor FBP Equity & Dividend Plus Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FBPEX.
Explore FBPEX Diversifiers