Knights of Columbus Large Cap Value Fund (KCVIX) Alternatives
Knights of Columbus Large Cap Value Fund (KCVIX) 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 KCVIX. 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 KCVIX
KCVIX charges 0.90% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among KCVIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | KCVIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | KCVIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | KCVIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | KCVIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | KCVIX vs TILVX |
Best Risk-Adjusted Alternatives to KCVIX
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 | KCVIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | KCVIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | KCVIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | KCVIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | KCVIX vs VALAX |
Top Performing KCVIX Alternatives (YTD)
KCVIX 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 | KCVIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | KCVIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | KCVIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | KCVIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | KCVIX vs HFCVX |
Lowest Volatility Alternatives to KCVIX
KCVIX 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 | KCVIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | KCVIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | KCVIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | KCVIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | KCVIX vs ACIIX |
Lowest Drawdown Alternatives to KCVIX
KCVIX 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 | KCVIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | KCVIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | KCVIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | KCVIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | KCVIX vs PSECX |
Other Mutual Funds from Catholic Investor
Most popular Catholic Investor mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Knights of Columbus U.S. All Cap Index Fund | Large Cap Blend Equities | 45 | -7.24% | Dec 31, 2019 | KCVIX vs KCXIX | |
| Knights of Columbus Large Cap Growth Fund | Large Cap Growth Equities | 43 | -11.27% | Feb 27, 2015 | KCVIX vs KCGIX | |
| Knights of Columbus Long/Short Equity Fund | Long-Short | 83 | 3.04% | Dec 1, 2019 | KCVIX vs KCEIX | |
| Knights of Columbus International Equity Fund | Foreign Large Cap Equities | 60 | -1.69% | Feb 27, 2015 | KCVIX vs KCIIX | |
| Knights of Columbus Real Estate Fund | REIT | 6 | 1.27% | Sep 30, 2019 | KCVIX vs KCRIX | |
| Knights of Columbus Small Cap Fund | Small Cap Blend Equities | 68 | 1.44% | Feb 27, 2015 | KCVIX vs KCSIX | |
| Knights of Columbus Core Bond Fund | Intermediate Core Bond | 35 | -1.24% | Feb 27, 2015 | KCVIX vs KCCIX | |
| Knights of Columbus Limited Duration Fund | Short-Term Bond | 85 | -0.92% | Feb 27, 2015 | KCVIX vs KCLIX |
Often Compared With KCVIX
What investors most often compare with KCVIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | KCVIX vs VOO | |
| Vanguard Growth Index Fund Admiral Shares | Large Cap Growth Equities | 26 | -13.83% | Nov 13, 2000 | KCVIX vs VIGAX | |
| Global X S&P 500 Catholic Values ETF | S&P 500 | 59 | -4.96% | Apr 18, 2016 | KCVIX vs CATH | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 78 | -5.03% | Jun 30, 1986 | KCVIX vs PRWCX | |
| Ave Maria Growth Fund | Large Cap Growth Equities | 10 | -6.20% | May 1, 2003 | KCVIX vs AVEGX | |
| Vanguard Value Index Fund Admiral Shares | Large Cap Value Equities | 58 | 1.63% | Nov 13, 2000 | KCVIX vs VVIAX |
Compare KCVIX with Any Fund or Stock
Compare KCVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.