LSV U.S. Managed Volatility Fund (LVAMX) 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 LVAMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LVAMX
LVAMX charges 0.94% annually. There are 220 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 | LVAMX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | LVAMX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | LVAMX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | LVAMX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | LVAMX vs TILVX |
Best Risk-Adjusted Alternatives to LVAMX
LVAMX has a PortfoliosLab risk / return rank of 68. There are 124 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 | LVAMX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | LVAMX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | LVAMX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | LVAMX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | LVAMX vs SABTX |
Top Performing LVAMX Alternatives (YTD)
LVAMX is at 12.32% YTD. There are 85 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.77% | — | May 1997 | LVAMX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | LVAMX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | LVAMX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | LVAMX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | LVAMX vs PXTIX |
Lowest Volatility Alternatives to LVAMX
LVAMX has 9.76% 1-year volatility. There are 43 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.38%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.38% | — | Sep 2017 | LVAMX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | LVAMX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | LVAMX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | LVAMX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | LVAMX vs FLCCX |
Lowest Drawdown Alternatives to LVAMX
LVAMX has a 1-year max drawdown of -5.13%. There are 14 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 | LVAMX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | LVAMX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | LVAMX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | LVAMX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | LVAMX vs SVAIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | LVAMX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | LVAMX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | LVAMX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | LVAMX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | LVAMX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | LVAMX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | LVAMX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | LVAMX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | LVAMX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | LVAMX vs ASFYX |
Often Compared With LVAMX
Investors most often compare LVAMX with NEIMX, ACIIX, VVIAX. These 10 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Neiman Large Cap Value Fund | Large Cap Value Equities | 94 | 17.29% | — | Apr 2003 | LVAMX vs NEIMX | |
| American Century Equity Income Fund Class I | Large Cap Value Equities | 42 | 6.29% | — | Jul 1998 | LVAMX vs ACIIX | |
| Vanguard Value Index Fund Admiral Shares | Large Cap Value Equities | 81 | 12.24% | 238.00B | Nov 2000 | LVAMX vs VVIAX | |
| Ave Maria Value Focused Fund | Large Cap Value Equities | 14 | 17.13% | — | Jan 1984 | LVAMX vs AVERX | |
| Fidelity Advisor Large Cap Fund Class M | Large Cap Value Equities | 43 | 0.00% | — | Feb 1996 | LVAMX vs FALGX | |
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 53 | 18.37% | — | Nov 1935 | LVAMX vs LEXCX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 93 | 18.02% | — | Jan 1975 | LVAMX vs NPRTX | |
| Upright Growth & Income Fund | Large Cap Value Equities | — | — | — | Oct 2017 | LVAMX vs UPDDX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | Large Cap Value Equities | 22 | 5.01% | — | Dec 2007 | LVAMX vs TMMAX | |
| Integrity Dividend Harvest Fund | Large Cap Value Equities | 94 | 16.77% | — | May 2012 | LVAMX vs IDIVX |
Compare LVAMX with Any Fund or Stock
Compare LVAMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LVAMX with funds that move differently
LSV U.S. Managed Volatility Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LVAMX.
Explore LVAMX Diversifiers