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 104 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 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | LSVEX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | LSVEX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | LSVEX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | LSVEX vs TILVX |
Best Risk-Adjusted Alternatives to LSVEX
LSVEX has a PortfoliosLab risk / return rank of 86. There are 38 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | LSVEX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | LSVEX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | LSVEX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | LSVEX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | LSVEX vs SABTX |
Top Performing LSVEX Alternatives (YTD)
LSVEX is at 14.61% YTD. There are 32 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 31.39%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 31.39% | — | May 1997 | LSVEX vs YAFFX | |
| PIMCO RAE US Fund | 23.68% | — | Jun 2015 | LSVEX vs PKAIX | |
| Al Frank Fund | 21.52% | — | May 2006 | LSVEX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 20.67% | — | Jun 2022 | LSVEX vs AVLVX | |
| AMG Yacktman Fund | 20.51% | — | Jul 1992 | LSVEX vs YACKX |
Lowest Volatility Alternatives to LSVEX
LSVEX has 11.99% 1-year volatility. There are 239 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.91%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.91% | — | Sep 2017 | LSVEX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | LSVEX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.14% | — | Dec 1973 | LSVEX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class C | 8.08% | — | Nov 1997 | LSVEX vs FLCCX | |
| Fidelity Advisor Large Cap Fund Class I | 8.08% | — | Feb 1996 | LSVEX vs FALIX |
Lowest Drawdown Alternatives to LSVEX
LSVEX has a 1-year max drawdown of -6.32%. There are 57 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | LSVEX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | LSVEX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | LSVEX vs HFCVX | |
| 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, LVAZX, LSVVX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| LSV Small Cap Value Fund | Small Cap Value Equities | 46 | 12.79% | — | Feb 2013 | LSVEX vs LSVQX | |
| LSV Emerging Markets Equity Fund | Emerging Markets Diversified | 96 | 35.10% | — | Jan 2019 | LSVEX vs LVAZX | |
| LSV Conservative Value Equity Fund | Large Cap Value Equities | 92 | 15.43% | — | Mar 2007 | LSVEX vs LSVVX | |
| LSV Global Value Fund | Global Equities | 96 | 24.84% | — | Jun 2014 | LSVEX vs LVAGX |
Often Compared With LSVEX
Investors most often compare LSVEX with VMCIX, FXNAX, VTI. These 20 comparison targets span 6 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