LSV Value Equity Fund (LSVEX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LSVEX
LSVEX charges 0.66% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among LSVEX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | LSVEX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | LSVEX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | LSVEX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | LSVEX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | LSVEX vs TILVX |
Best Risk-Adjusted Alternatives to LSVEX
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 | LSVEX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | LSVEX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | LSVEX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | LSVEX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | LSVEX vs VALAX |
Top Performing LSVEX Alternatives (YTD)
LSVEX 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 | LSVEX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | LSVEX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | LSVEX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | LSVEX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | LSVEX vs HFCVX |
Lowest Volatility Alternatives to LSVEX
LSVEX 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 | LSVEX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | LSVEX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | LSVEX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | LSVEX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | LSVEX vs ACIIX |
Lowest Drawdown Alternatives to LSVEX
LSVEX 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 | LSVEX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | LSVEX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | LSVEX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | LSVEX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | LSVEX vs PSECX |
Other Mutual Funds from LSV
Most popular LSV mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| LSV Small Cap Value Fund | Small Cap Value Equities | 29 | 0.70% | Feb 28, 2013 | LSVEX vs LSVQX | |
| LSV Conservative Value Equity Fund | Large Cap Value Equities | 65 | 0.14% | Mar 30, 2007 | LSVEX vs LSVVX | |
| LSV Emerging Markets Equity Fund | Emerging Markets Diversified | 95 | 4.90% | Jan 16, 2019 | LSVEX vs LVAZX | |
| LSV Global Value Fund | Global Equities | 85 | 2.44% | Jun 24, 2014 | LSVEX vs LVAGX |
Often Compared With LSVEX
What investors most often compare with LSVEX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity U.S. Bond Index Fund | Total Bond Market | 56 | -0.45% | — | LSVEX vs FXNAX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | Mid Cap Blend Equities | 28 | -2.79% | May 21, 1998 | LSVEX vs VMCIX | |
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 65 | -4.01% | Jun 27, 2016 | LSVEX vs VTI | |
| Vanguard Institutional Index Fund Institutional Pl... | Large Cap Blend Equities | 46 | -7.06% | Jul 7, 1997 | LSVEX vs VIIIX |
Compare LSVEX with Any Fund or Stock
Compare LSVEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.