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 a closer substitute for your current allocation.
Cheapest Alternatives to LLPFX
LLPFX charges 0.79% annually. There are 164 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 | LLPFX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | LLPFX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | LLPFX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | LLPFX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | LLPFX vs VVIAX |
Best Risk-Adjusted Alternatives to LLPFX
LLPFX has a PortfoliosLab risk / return rank of 4. There are 317 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | LLPFX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | LLPFX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | LLPFX vs MALVX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | LLPFX vs IDIVX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 95 | — | Oct 1992 | LLPFX vs BBISX |
Top Performing LLPFX Alternatives (YTD)
LLPFX is at 0.90% YTD. There are 316 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.47% | — | Jun 2015 | LLPFX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.18% | — | Nov 1935 | LLPFX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.83% | — | Jun 2022 | LLPFX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.16% | — | Jun 2015 | LLPFX vs CFJIX | |
| PIMCO RAE PLUS Fund | 22.13% | — | Jun 2005 | LLPFX vs PXTIX |
Lowest Volatility Alternatives to LLPFX
LLPFX has 14.26% 1-year volatility. There are 303 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | LLPFX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | LLPFX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | LLPFX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | LLPFX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.49% | — | Dec 2007 | LLPFX vs TMMAX |
Lowest Drawdown Alternatives to LLPFX
LLPFX has a 1-year max drawdown of -9.77%. There are 287 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 | LLPFX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | LLPFX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | LLPFX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | LLPFX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | LLPFX vs SVAIX |
Other Mutual Funds from Longleaf Partners
The 2 most viewed Longleaf Partners mutual funds shown here include LLSCX, LLGLX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Longleaf Partners Small-Cap Fund | Mid Cap Blend Equities | 1 | -5.43% | — | Feb 1989 | LLPFX vs LLSCX | |
| Longleaf Partners Global Fund | Global Equities | 8 | 2.14% | — | Dec 2012 | LLPFX vs LLGLX |
Often Compared With LLPFX
Investors most often compare LLPFX with FCNTX, VOO, FOCPX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare LLPFX with Any Fund or Stock
Compare LLPFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LLPFX with funds that move differently
Longleaf Partners Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LLPFX.
Explore LLPFX Diversifiers