ClearBridge Value Trust (LMVTX) 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 LMVTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LMVTX
LMVTX charges 1.74% annually. There are 313 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 | LMVTX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | LMVTX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | LMVTX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | LMVTX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | LMVTX vs TILVX |
Best Risk-Adjusted Alternatives to LMVTX
LMVTX has a PortfoliosLab risk / return rank of 63. There are 202 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 | LMVTX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | LMVTX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | LMVTX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | LMVTX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | LMVTX vs PKAIX |
Top Performing LMVTX Alternatives (YTD)
LMVTX is at 12.81% YTD. There are 129 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.69% | — | Jun 2015 | LMVTX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | LMVTX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | LMVTX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | LMVTX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | LMVTX vs NFJEX |
Lowest Volatility Alternatives to LMVTX
LMVTX has 12.61% 1-year volatility. There are 248 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 | LMVTX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | LMVTX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | LMVTX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | LMVTX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.54% | — | Dec 2007 | LMVTX vs TMMAX |
Lowest Drawdown Alternatives to LMVTX
LMVTX has a 1-year max drawdown of -7.87%. There are 204 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 | LMVTX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | LMVTX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | LMVTX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | LMVTX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | LMVTX vs SVAIX |
Other Mutual Funds from Legg Mason
The 10 most viewed Legg Mason mutual funds shown here include LCSMX, LCSSX, LMISX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Martin Currie SMA-Shares Series EM Fund | Emerging Markets Diversified | 90 | 45.45% | — | Jan 2018 | LMVTX vs LCSMX | |
| ClearBridge Select Fund | Mid Cap Growth Equities | 12 | 5.39% | — | Nov 2012 | LMVTX vs LCSSX | |
| Franklin U.S. Large Cap Equity Fund | Large Cap Blend Equities | 81 | 12.15% | — | Apr 2008 | LMVTX vs LMISX | |
| ClearBridge Sustainability Leaders Fund | Large Cap Blend Equities | 46 | 11.56% | — | Mar 2015 | LMVTX vs LCILX | |
| Western Asset Ultra-Short Income Fund | Ultrashort Bond | 98 | 1.34% | — | Jun 1992 | LMVTX vs ARMGX | |
| BrandywineGLOBAL - Global Opportunities Bond Fund | Global Bonds | 13 | 2.10% | — | Oct 2006 | LMVTX vs GOBSX | |
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 61 | 1.33% | — | Dec 2006 | LMVTX vs LMSMX | |
| ClearBridge Global Infrastructure Income Fund | Energy Equities | 68 | 13.38% | — | Mar 2016 | LMVTX vs RGSVX | |
| Franklin International Equity Fund | Foreign Large Cap Equities | 36 | 9.97% | — | Feb 1995 | LMVTX vs LMGEX | |
| ClearBridge International Growth Fund | Foreign Large Cap Equities | 10 | 3.24% | — | Apr 1995 | LMVTX vs LMGTX |
Often Compared With LMVTX
Investors most often compare LMVTX with IDIVX, TWEIX, PEYAX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare LMVTX with Any Fund or Stock
Compare LMVTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LMVTX with funds that move differently
ClearBridge Value Trust alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LMVTX.
Explore LMVTX Diversifiers