ProFunds Large Cap Value ProFund (LVPIX) 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 LVPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LVPIX
LVPIX charges 1.71% annually. There are 309 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 | LVPIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | LVPIX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | LVPIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | LVPIX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | LVPIX vs VVIAX |
Best Risk-Adjusted Alternatives to LVPIX
LVPIX has a PortfoliosLab risk / return rank of 74. There are 207 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | LVPIX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | LVPIX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | LVPIX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | LVPIX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | LVPIX vs MALVX |
Top Performing LVPIX Alternatives (YTD)
LVPIX is at 9.32% YTD. There are 265 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | LVPIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | LVPIX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | LVPIX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | LVPIX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | LVPIX vs YAFFX |
Lowest Volatility Alternatives to LVPIX
LVPIX has 9.96% 1-year volatility. There are 34 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | LVPIX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | LVPIX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | LVPIX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | LVPIX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | LVPIX vs ACIIX |
Lowest Drawdown Alternatives to LVPIX
LVPIX has a 1-year max drawdown of -6.39%. There are 58 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 | LVPIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | LVPIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | LVPIX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | LVPIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | LVPIX vs SVAIX |
Other Mutual Funds from ProFunds
The 10 most viewed ProFunds mutual funds shown here include SMPIX, BTCFX, UOPIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| ProFunds Semiconductor UltraSector Fund Investor C... | Leveraged Equities, Semiconductors, Technology Equities | 46 | 39.91% | — | Jun 2000 | LVPIX vs SMPIX | |
| Bitcoin ProFund Investor Class | Cryptocurrency | 0 | -27.35% | — | Jul 2021 | LVPIX vs BTCFX | |
| ProFunds UltraNASDAQ-100 Fund | Leveraged Equities | 28 | 17.10% | — | Nov 1997 | LVPIX vs UOPIX | |
| ProFunds UltraBull Fund | Leveraged Equities | 40 | 14.19% | — | Nov 1997 | LVPIX vs ULPIX | |
| ProFunds Technology UltraSector Fund | Leveraged Equities | 40 | 29.95% | — | Jun 2000 | LVPIX vs TEPIX | |
| ProFunds Precious Metals UltraSector Fund | Leveraged Equities | 26 | -20.67% | — | Jun 2002 | LVPIX vs PMPIX | |
| ProFunds Biotechnology UltraSector Fund | Leveraged Equities | 94 | 33.52% | — | Jun 2000 | LVPIX vs BIPIX | |
| ProFunds UltraSector Oil & Gas Fund | Leveraged Equities | 63 | 48.84% | — | Jun 2000 | LVPIX vs ENPIX | |
| ProFunds UltraJapan Fund | Leveraged Equities | 88 | 51.04% | — | Feb 2000 | LVPIX vs UJPIX | |
| ProFunds NASDAQ-100 Fund | Large Cap Growth Equities | 31 | 10.39% | — | Aug 2000 | LVPIX vs OTPIX |
Often Compared With LVPIX
Investors most often compare LVPIX with NQCRX, VALAX, BLPIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare LVPIX with Any Fund or Stock
Compare LVPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LVPIX with funds that move differently
ProFunds Large Cap Value ProFund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LVPIX.
Explore LVPIX Diversifiers