Gotham Large Value Fund (GVALX) 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 GVALX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to GVALX
GVALX charges 1.05% annually. There are 256 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 | GVALX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | GVALX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | GVALX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | GVALX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | GVALX vs TILVX |
Best Risk-Adjusted Alternatives to GVALX
GVALX has a PortfoliosLab risk / return rank of 50. There are 201 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 | GVALX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | GVALX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | GVALX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | GVALX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | GVALX vs AVLVX |
Top Performing GVALX Alternatives (YTD)
GVALX is at 9.74% YTD. There are 157 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | GVALX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | GVALX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | GVALX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | GVALX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | GVALX vs NPRTX |
Lowest Volatility Alternatives to GVALX
GVALX has 11.26% 1-year volatility. There are 154 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | GVALX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | GVALX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | GVALX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | GVALX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | GVALX vs TMMAX |
Lowest Drawdown Alternatives to GVALX
GVALX has a 1-year max drawdown of -7.46%. There are 178 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 | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | GVALX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | GVALX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | GVALX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | GVALX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | GVALX vs SVAIX |
Other Mutual Funds from Gotham
The 6 most viewed Gotham mutual funds shown here include GARIX, GINDX, GENIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Gotham Absolute Return Fund | Long-Short | 84 | 10.85% | — | Aug 2012 | GVALX vs GARIX | |
| Gotham Index Plus Fund | Large Cap Blend Equities | 49 | 4.80% | — | Mar 2015 | GVALX vs GINDX | |
| Gotham Enhanced Return Fund | Mid Cap Blend Equities | 75 | 12.47% | — | May 2013 | GVALX vs GENIX | |
| Gotham Enhanced S&P 500 Index Fund | Large Cap Blend Equities | 70 | 10.06% | — | Dec 2016 | GVALX vs GSPFX | |
| Gotham Total Return Fund | Long-Short | 48 | 5.78% | — | Mar 2015 | GVALX vs GTRFX | |
| Gotham Neutral Fund Institutional Class | Equity Market Neutral | 1 | -2.93% | — | Aug 2013 | GVALX vs GONIX |
Often Compared With GVALX
Investors most often compare GVALX with SPY, GVAL, GQHPX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare GVALX with Any Fund or Stock
Compare GVALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair GVALX with funds that move differently
Gotham Large Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to GVALX.
Explore GVALX Diversifiers