Cantor FBP Equity & Dividend Plus Fund (FBPEX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FBPEX
FBPEX charges 1.12% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among FBPEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | FBPEX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | FBPEX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | FBPEX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | FBPEX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | FBPEX vs TILVX |
Best Risk-Adjusted Alternatives to FBPEX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | FBPEX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | FBPEX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | FBPEX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | FBPEX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | FBPEX vs VALAX |
Top Performing FBPEX Alternatives (YTD)
FBPEX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | FBPEX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | FBPEX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | FBPEX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | FBPEX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | FBPEX vs HFCVX |
Lowest Volatility Alternatives to FBPEX
FBPEX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | FBPEX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | FBPEX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | FBPEX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | FBPEX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | FBPEX vs ACIIX |
Lowest Drawdown Alternatives to FBPEX
FBPEX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | FBPEX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | FBPEX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | FBPEX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | FBPEX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | FBPEX vs PSECX |
Often Compared With FBPEX
What investors most often compare with FBPEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ProShares Bitcoin Strategy ETF | Cryptocurrency, Actively Managed | 5 | -23.25% | Oct 19, 2021 | FBPEX vs BITO | |
| Vanguard Dividend Appreciation ETF | Dividend | 55 | -1.77% | Dec 19, 2013 | FBPEX vs VIG |
Compare FBPEX with Any Fund or Stock
Compare FBPEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.