LSV Conservative Value Equity Fund (LSVVX) 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 LSVVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LSVVX
LSVVX charges 0.35% annually. There are 29 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 | LSVVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | LSVVX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | LSVVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | LSVVX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | LSVVX vs VVIAX |
Best Risk-Adjusted Alternatives to LSVVX
LSVVX has a PortfoliosLab risk / return rank of 94. There are 9 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 | LSVVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | LSVVX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | LSVVX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | LSVVX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | LSVVX vs AVLVX |
Top Performing LSVVX Alternatives (YTD)
LSVVX is at 17.83% YTD. There are 42 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | LSVVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | LSVVX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | LSVVX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | LSVVX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | LSVVX vs YAFFX |
Lowest Volatility Alternatives to LSVVX
LSVVX has 11.27% 1-year volatility. There are 153 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 | LSVVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | LSVVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | LSVVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | LSVVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | LSVVX vs TMMAX |
Lowest Drawdown Alternatives to LSVVX
LSVVX has a 1-year max drawdown of -6.23%. There are 44 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 | LSVVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | LSVVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | LSVVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | LSVVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | LSVVX vs SVAIX |
Other Mutual Funds from LSV
The 4 most viewed LSV mutual funds shown here include LSVEX, LSVQX, LVAGX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| LSV Value Equity Fund | Large Cap Value Equities | 89 | 16.85% | — | Mar 1999 | LSVVX vs LSVEX | |
| LSV Small Cap Value Fund | Small Cap Value Equities | 60 | 19.13% | — | Feb 2013 | LSVVX vs LSVQX | |
| LSV Global Value Fund | Global Equities | 94 | 23.91% | — | Jun 2014 | LSVVX vs LVAGX | |
| LSV Emerging Markets Equity Fund | Emerging Markets Diversified | 91 | 29.35% | — | Jan 2019 | LSVVX vs LVAZX |
Often Compared With LSVVX
Investors most often compare LSVVX with AVERX, ACIIX, HDCTX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare LSVVX with Any Fund or Stock
Compare LSVVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LSVVX with funds that move differently
LSV Conservative Value Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSVVX.
Explore LSVVX Diversifiers