LSV Value Equity Fund (LSVEX) 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 LSVEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LSVEX
LSVEX charges 0.66% annually. There are 99 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 | LSVEX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | LSVEX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | LSVEX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | LSVEX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | LSVEX vs VVIAX |
Best Risk-Adjusted Alternatives to LSVEX
LSVEX has a PortfoliosLab risk / return rank of 92. There are 33 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 | LSVEX vs FGIPX | |
| Delaware Growth and Income Fund | 97 | — | Oct 1993 | LSVEX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | LSVEX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 96 | — | Jun 2022 | LSVEX vs AVLVX | |
| PIMCO RAE US Fund | 96 | — | Jun 2015 | LSVEX vs PKAIX |
Top Performing LSVEX Alternatives (YTD)
LSVEX is at 17.05% YTD. There are 55 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 | LSVEX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 25.66% | — | Nov 1935 | LSVEX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.02% | — | Jun 2022 | LSVEX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.46% | — | Jun 2005 | LSVEX vs PXTIX | |
| Virtus NFJ Dividend Value Fund | 22.28% | — | May 2000 | LSVEX vs NFJEX |
Lowest Volatility Alternatives to LSVEX
LSVEX has 11.83% 1-year volatility. There are 205 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 | LSVEX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | LSVEX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | LSVEX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | LSVEX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.54% | — | Dec 2007 | LSVEX vs TMMAX |
Lowest Drawdown Alternatives to LSVEX
LSVEX has a 1-year max drawdown of -6.32%. There are 52 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 | LSVEX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | LSVEX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | LSVEX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | LSVEX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | LSVEX vs SVAIX |
Other Mutual Funds from LSV
The 4 most viewed LSV mutual funds shown here include LSVQX, LVAGX, LSVVX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| LSV Small Cap Value Fund | Small Cap Value Equities | 74 | 19.89% | — | Feb 2013 | LSVEX vs LSVQX | |
| LSV Global Value Fund | Global Equities | 95 | 23.56% | — | Jun 2014 | LSVEX vs LVAGX | |
| LSV Conservative Value Equity Fund | Large Cap Value Equities | 96 | 18.33% | — | Mar 2007 | LSVEX vs LSVVX | |
| LSV Emerging Markets Equity Fund | Emerging Markets Diversified | 88 | 27.68% | — | Jan 2019 | LSVEX vs LVAZX |
Often Compared With LSVEX
Investors most often compare LSVEX with VMCIX, FXNAX, VTI. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare LSVEX with Any Fund or Stock
Compare LSVEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LSVEX with funds that move differently
LSV Value Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSVEX.
Explore LSVEX Diversifiers