ClearBridge Value Fund Class A (LGVAX) 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 LGVAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LGVAX
LGVAX charges 1.01% annually. There are 246 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 | LGVAX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | LGVAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | LGVAX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | LGVAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | LGVAX vs TILVX |
Best Risk-Adjusted Alternatives to LGVAX
LGVAX has a PortfoliosLab risk / return rank of 46. There are 219 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 95 | — | Oct 1993 | LGVAX vs FGIPX | |
| Delaware Growth and Income Fund | 95 | — | Oct 1993 | LGVAX vs FGINX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | LGVAX vs IDIVX | |
| Al Frank Fund | 95 | — | May 2006 | LGVAX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | LGVAX vs AVLVX |
Top Performing LGVAX Alternatives (YTD)
LGVAX is at 10.02% YTD. There are 139 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 22.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 22.92% | — | May 2006 | LGVAX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 22.00% | — | Jun 2022 | LGVAX vs AVLVX | |
| PIMCO RAE US Fund | 21.33% | — | Jun 2015 | LGVAX vs PKAIX | |
| AMG Yacktman Focused Fund | 20.67% | — | May 1997 | LGVAX vs YAFFX | |
| Calvert US Large-Cap Value Responsible Index Fund | 20.41% | — | Jun 2015 | LGVAX vs CFJIX |
Lowest Volatility Alternatives to LGVAX
LGVAX has 12.69% 1-year volatility. There are 250 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.66% | — | Feb 2021 | LGVAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | LGVAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.77% | — | Feb 1996 | LGVAX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.37% | — | Dec 2007 | LGVAX vs TMMAX | |
| American Century Equity Income Fund Class I | 8.48% | — | Jul 1998 | LGVAX vs ACIIX |
Lowest Drawdown Alternatives to LGVAX
LGVAX has a 1-year max drawdown of -7.81%. There are 199 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 | LGVAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | LGVAX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | LGVAX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | LGVAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | LGVAX vs SVAIX |
Other Mutual Funds from ClearBridge
The 2 most viewed ClearBridge mutual funds shown here include LMOIX, SOPYX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ClearBridge Small Cap Growth Fund Class IS | Small Cap Growth Equities | 28 | 16.74% | — | Aug 2008 | LGVAX vs LMOIX | |
| ClearBridge Dividend Strategy Fund Class I | Dividend | 37 | 5.69% | — | Feb 1996 | LGVAX vs SOPYX |
Often Compared With LGVAX
Investors most often compare LGVAX with HDCTX, SCHD, AVERX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare LGVAX with Any Fund or Stock
Compare LGVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LGVAX with funds that move differently
ClearBridge Value Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LGVAX.
Explore LGVAX Diversifiers