Poplar Forest Partners Fund (IPFPX) Alternatives
Poplar Forest Partners Fund (IPFPX) 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 IPFPX. 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 IPFPX
IPFPX charges 0.95% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among IPFPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | IPFPX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | IPFPX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | IPFPX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | IPFPX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | IPFPX vs VVIAX |
Best Risk-Adjusted Alternatives to IPFPX
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... | 94 | Mar 2, 2016 | IPFPX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | IPFPX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | IPFPX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | IPFPX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | IPFPX vs NEIMX |
Top Performing IPFPX Alternatives (YTD)
IPFPX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 19.97% | Jan 1, 1984 | IPFPX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | IPFPX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | IPFPX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | IPFPX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | IPFPX vs SVAIX |
Lowest Volatility Alternatives to IPFPX
IPFPX 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 | 4.71% | Feb 1, 2021 | IPFPX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.54% | Dec 1, 1973 | IPFPX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | IPFPX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | IPFPX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | IPFPX vs ACIIX |
Lowest Drawdown Alternatives to IPFPX
IPFPX 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 | IPFPX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | IPFPX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | IPFPX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | IPFPX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | IPFPX vs RIDAX |
Other Mutual Funds from Poplar Forest Capital
Most popular Poplar Forest Capital mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Poplar Forest Cornerstone Fund | Diversified Portfolio | 56 | 1.28% | Dec 30, 2014 | IPFPX vs IPFCX |
Often Compared With IPFPX
What investors most often compare with IPFPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Hotchkis & Wiley Value Opportunities Fund | Large Cap Value Equities | 26 | -0.07% | Dec 31, 2002 | IPFPX vs HWAIX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 73 | 9.21% | Nov 1, 1996 | IPFPX vs HFCVX | |
| 1789 Growth and Income Fund | Large Cap Value Equities | 24 | -0.58% | Jan 21, 2011 | IPFPX vs PSECX | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 52 | 2.07% | Oct 1, 2002 | IPFPX vs TILVX |
Compare IPFPX with Any Fund or Stock
Compare IPFPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.