ClearBridge Value Trust (LMVTX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LMVTX
LMVTX charges 1.74% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among LMVTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | LMVTX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | LMVTX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | LMVTX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | LMVTX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | LMVTX vs TILVX |
Best Risk-Adjusted Alternatives to LMVTX
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 | LMVTX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | LMVTX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | LMVTX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | LMVTX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | LMVTX vs VALAX |
Top Performing LMVTX Alternatives (YTD)
LMVTX 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 | LMVTX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | LMVTX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | LMVTX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | LMVTX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | LMVTX vs HFCVX |
Lowest Volatility Alternatives to LMVTX
LMVTX 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 | LMVTX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | LMVTX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | LMVTX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | LMVTX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | LMVTX vs ACIIX |
Lowest Drawdown Alternatives to LMVTX
LMVTX 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 | LMVTX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | LMVTX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | LMVTX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | LMVTX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | LMVTX vs PSECX |
Other Mutual Funds from Legg Mason
Most popular Legg Mason mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ClearBridge Select Fund | Mid Cap Growth Equities | 11 | -10.67% | Nov 30, 2012 | LMVTX vs LCSSX | |
| Western Asset Ultra-Short Income Fund | Ultrashort Bond | 99 | 0.28% | Jun 22, 1992 | LMVTX vs ARMGX | |
| BrandywineGLOBAL - Global Opportunities Bond Fund | Global Bonds | 43 | -2.02% | Oct 31, 2006 | LMVTX vs GOBSX | |
| ClearBridge Sustainability Leaders Fund | Large Cap Blend Equities | 30 | -5.98% | Mar 31, 2015 | LMVTX vs LCILX | |
| Martin Currie SMA-Shares Series EM Fund | Emerging Markets Diversified | 96 | 9.17% | Jan 9, 2018 | LMVTX vs LCSMX | |
| Franklin U.S. Large Cap Equity Fund | Large Cap Blend Equities | 58 | -6.94% | Apr 30, 2008 | LMVTX vs LMISX | |
| ClearBridge International Growth Fund | Foreign Large Cap Equities | 15 | -7.54% | Apr 16, 1995 | LMVTX vs LMGTX | |
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 62 | 0.18% | Dec 27, 2006 | LMVTX vs LMSMX | |
| Franklin International Equity Fund | Foreign Large Cap Equities | 52 | -2.30% | Feb 17, 1995 | LMVTX vs LMGEX | |
| ClearBridge Small Cap Fund | Small Cap Blend Equities | 21 | -2.08% | Dec 30, 1985 | LMVTX vs LMASX |
Often Compared With LMVTX
What investors most often compare with LMVTX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Integrity Dividend Harvest Fund | Large Cap Value Equities | 80 | 4.46% | May 1, 2012 | LMVTX vs IDIVX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 62 | -1.32% | Jun 15, 1977 | LMVTX vs PEYAX | |
| ClearBridge Global Infrastructure Income Fund | Energy Equities | 94 | 10.24% | Mar 30, 2016 | LMVTX vs RGSVX |
Compare LMVTX with Any Fund or Stock
Compare LMVTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.