ClearBridge Value Fund Class A (LGVAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LGVAX
LGVAX charges 1.01% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among LGVAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | LGVAX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | LGVAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | LGVAX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | LGVAX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | LGVAX vs VVIAX |
Best Risk-Adjusted Alternatives to LGVAX
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 | LGVAX vs VIHAX | |
| Delaware Growth and Income Fund | 89 | Oct 4, 1993 | LGVAX vs FGINX | |
| Towpath Focus Fund | 89 | Dec 31, 2019 | LGVAX vs TOWFX | |
| Al Frank Fund | 87 | May 1, 2006 | LGVAX vs VALAX | |
| Neiman Large Cap Value Fund | 87 | Apr 1, 2003 | LGVAX vs NEIMX |
Top Performing LGVAX Alternatives (YTD)
LGVAX 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 | LGVAX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.63% | Nov 18, 1935 | LGVAX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.80% | Jun 29, 2021 | LGVAX vs GQHPX | |
| AMG Yacktman Focused Fund | 10.26% | May 1, 1997 | LGVAX vs YAFFX | |
| Federated Hermes Strategic Value Dividend Fund | 9.22% | Mar 30, 2005 | LGVAX vs SVAIX |
Lowest Volatility Alternatives to LGVAX
LGVAX 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 | LGVAX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | LGVAX vs RIDAX | |
| Rational Equity Armor Fund | 11.06% | Feb 28, 2001 | LGVAX vs HDCTX | |
| American Century Equity Income Fund | 11.60% | Aug 1, 1994 | LGVAX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.62% | Jul 8, 1998 | LGVAX vs ACIIX |
Lowest Drawdown Alternatives to LGVAX
LGVAX 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 | LGVAX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | LGVAX vs HDCTX | |
| GQG Partners US Quality Dividend Income Fund | -8.17% | Jun 29, 2021 | LGVAX vs GQHPX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | LGVAX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | LGVAX vs RIDAX |
Other Mutual Funds from ClearBridge
Most popular ClearBridge mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ClearBridge Small Cap Growth Fund Class IS | Small Cap Growth Equities | 18 | -5.46% | Aug 4, 2008 | LGVAX vs LMOIX |
Often Compared With LGVAX
What investors most often compare with LGVAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | Dividend | 43 | 12.17% | Oct 20, 2011 | LGVAX vs SCHD | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 52 | 2.07% | Oct 1, 2002 | LGVAX vs TILVX | |
| 1789 Growth and Income Fund | Large Cap Value Equities | 24 | -2.01% | Jan 21, 2011 | LGVAX vs PSECX | |
| Hennessy Cornerstone Value Fund | Large Cap Value Equities | 73 | 9.21% | Nov 1, 1996 | LGVAX vs HFCVX |
Compare LGVAX with Any Fund or Stock
Compare LGVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.