FBPEX Alternatives & Similar Mutual Funds

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 271 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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	FBPEX vs FBLEX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.03%	—	Jul 1998	FBPEX vs VIVIX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	FBPEX vs FLCOX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	FBPEX vs SWLVX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	245.00B	Nov 2000	FBPEX vs VVIAX

Best Risk-Adjusted Alternatives to FBPEX

FBPEX has a PortfoliosLab risk / return rank of 52. There are 212 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
FGIPX	Nomura Growth and Income Fund Institutional Class	96	—	Oct 1993	FBPEX vs FGIPX
FGINX	Delaware Growth and Income Fund	96	—	Oct 1993	FBPEX vs FGINX
IDIVX	Integrity Dividend Harvest Fund	96	—	May 2012	FBPEX vs IDIVX
MALVX	BlackRock Advantage Large Cap Value Fund	95	—	Dec 1999	FBPEX vs MALVX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	95	—	Jun 2022	FBPEX vs AVLVX

Top Performing FBPEX Alternatives (YTD)

FBPEX is at 12.61% YTD. There are 126 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.85%.

Symbol	Name	YTD Return	AUM	Inception
PKAIX	PIMCO RAE US Fund	24.85%	—	Jun 2015	FBPEX vs PKAIX
LEXCX	Voya Corporate Leaders Trust Fund	23.42%	—	Nov 1935	FBPEX vs LEXCX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	23.26%	—	Jun 2022	FBPEX vs AVLVX
VALAX	Al Frank Fund	22.41%	—	May 2006	FBPEX vs VALAX
YAFFX	AMG Yacktman Focused Fund	21.86%	—	May 1997	FBPEX vs YAFFX

Lowest Volatility Alternatives to FBPEX

FBPEX has 10.61% 1-year volatility. There are 94 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.

Symbol	Name	Volatility 1Y	AUM	Inception
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.33%	—	Sep 2017	FBPEX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.63%	—	Feb 2021	FBPEX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.37%	—	Dec 1973	FBPEX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.50%	—	Feb 1996	FBPEX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.50%	—	Dec 2007	FBPEX vs TMMAX

Lowest Drawdown Alternatives to FBPEX

FBPEX has a 1-year max drawdown of -7.38%. There are 170 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	FBPEX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	FBPEX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	FBPEX vs BUFBX
TORYX	Torray Fund	-4.50%	—	Dec 1990	FBPEX vs TORYX
SVAIX	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BITO	ProShares Bitcoin Strategy ETF	Cryptocurrency	2	-28.18%	1.45B	Oct 2021	FBPEX vs BITO
VIG	Vanguard Dividend Appreciation ETF	Dividend	63	9.56%	127.80B	Apr 2006	FBPEX vs VIG
AWYIX	CIBC Atlas Equity Income Fund	Large Cap Growth Equities	15	3.27%	—	Apr 2010	FBPEX vs AWYIX
VOO	Vanguard S&P 500 ETF	S&P 500	68	11.31%	1.70T	Sep 2010	FBPEX vs VOO
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	68	10.19%	6.45B	Aug 1994	FBPEX vs TWEIX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	42	8.01%	—	Feb 2001	FBPEX vs HDCTX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	93	18.55%	—	Apr 2003	FBPEX vs NEIMX
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	90	18.08%	—	Oct 2002	FBPEX vs TILVX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	68	10.27%	—	Jul 1998	FBPEX vs ACIIX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	83	13.22%	20.50B	Mar 2016	FBPEX vs VIHAX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	93	10.19%	—	Dec 2019	FBPEX vs TOWFX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	13	3.81%	—	Jan 2011	FBPEX vs PSECX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	84	11.01%	—	Jul 1999	FBPEX vs AUXFX
GQHPX	GQG Partners US Quality Dividend Income Fund	Large Cap Value Equities	27	9.65%	—	Jun 2021	FBPEX vs GQHPX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	19	17.16%	—	Jan 1984	FBPEX vs AVERX
FAIRX	Fairholme Fund	Large Cap Value Equities	18	3.61%	—	Dec 1999	FBPEX vs FAIRX
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	—	—	—	Oct 2017	FBPEX vs UPDDX
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	90	18.43%	—	Dec 2006	FBPEX vs NQCRX
DQIRX	BNY Mellon Equity Income Fund	Large Cap Value Equities	88	13.91%	—	Jul 2006	FBPEX vs DQIRX
SABTX	SA U.S. Value Fund	Large Cap Value Equities	94	18.94%	—	Aug 1999	FBPEX vs SABTX

Compare FBPEX with Any Fund or Stock

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

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Diversifiers

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

Cantor FBP Equity & Dividend Plus Fund (FBPEX) Alternatives