Gotham Large Value Fund (GVALX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to GVALX
GVALX charges 1.05% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among GVALX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | GVALX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | GVALX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | GVALX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | GVALX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | GVALX vs TILVX |
Best Risk-Adjusted Alternatives to GVALX
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 | GVALX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | GVALX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | GVALX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | GVALX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | GVALX vs VALAX |
Top Performing GVALX Alternatives (YTD)
GVALX 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 | GVALX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | GVALX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | GVALX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | GVALX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | GVALX vs HFCVX |
Lowest Volatility Alternatives to GVALX
GVALX 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 | GVALX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | GVALX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | GVALX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | GVALX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | GVALX vs ACIIX |
Lowest Drawdown Alternatives to GVALX
GVALX 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 | GVALX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | GVALX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | GVALX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | GVALX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | GVALX vs PSECX |
Other Mutual Funds from Gotham
Most popular Gotham mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Gotham Index Plus Fund | Large Cap Blend Equities | 52 | -7.06% | Mar 31, 2015 | GVALX vs GINDX | |
| Gotham Enhanced S&P 500 Index Fund | Large Cap Blend Equities | 38 | -5.77% | Dec 30, 2016 | GVALX vs GSPFX | |
| Gotham Absolute Return Fund | Long-Short | 82 | -1.21% | Aug 30, 2012 | GVALX vs GARIX | |
| Gotham Enhanced Return Fund | Mid Cap Blend Equities | 70 | -2.93% | May 31, 2013 | GVALX vs GENIX | |
| Gotham Total Return Fund | Long-Short | 46 | -2.40% | Mar 30, 2015 | GVALX vs GTRFX | |
| Gotham Neutral Fund Institutional Class | Equity Market Neutral | 25 | -1.40% | Aug 30, 2013 | GVALX vs GONIX |
Often Compared With GVALX
What investors most often compare with GVALX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | GVALX vs SPY | |
| Cambria Global Value ETF | Foreign Large Cap Equities | 94 | 5.70% | Mar 11, 2014 | GVALX vs GVAL |
Compare GVALX with Any Fund or Stock
Compare GVALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.