Longleaf Partners Fund (LLPFX) Alternatives
Longleaf Partners Fund (LLPFX) 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 LLPFX. 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 LLPFX
LLPFX charges 0.79% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among LLPFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | LLPFX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | LLPFX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | LLPFX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | LLPFX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | LLPFX vs TILVX |
Best Risk-Adjusted Alternatives to LLPFX
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 | LLPFX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | LLPFX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | LLPFX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | LLPFX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | LLPFX vs VALAX |
Top Performing LLPFX Alternatives (YTD)
LLPFX 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 | LLPFX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | LLPFX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | LLPFX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | LLPFX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | LLPFX vs HFCVX |
Lowest Volatility Alternatives to LLPFX
LLPFX 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 | LLPFX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | LLPFX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | LLPFX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | LLPFX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | LLPFX vs ACIIX |
Lowest Drawdown Alternatives to LLPFX
LLPFX 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 | LLPFX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | LLPFX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | LLPFX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | LLPFX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | LLPFX vs PSECX |
Other Mutual Funds from Longleaf Partners
Most popular Longleaf Partners mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Longleaf Partners Small-Cap Fund | Mid Cap Blend Equities | 8 | -3.68% | Feb 21, 1989 | LLPFX vs LLSCX | |
| Longleaf Partners Global Fund | Global Equities | 25 | -5.57% | Dec 26, 2012 | LLPFX vs LLGLX |
Often Compared With LLPFX
What investors most often compare with LLPFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | LLPFX vs FCNTX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | LLPFX vs VOO | |
| Fidelity OTC Portfolio | Large Cap Growth Equities | 74 | -7.78% | Dec 31, 1984 | LLPFX vs FOCPX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | LLPFX vs FSELX | |
| Vanguard Institutional Index Fund Institutional Pl... | Large Cap Blend Equities | 46 | -7.06% | Jul 7, 1997 | LLPFX vs VIIIX | |
| Vanguard Value Index Fund Admiral Shares | Large Cap Value Equities | 58 | 1.63% | Nov 13, 2000 | LLPFX vs VVIAX |
Compare LLPFX with Any Fund or Stock
Compare LLPFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.