BlackRock Large Cap Focus Value Fund (MABAX) 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 MABAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MABAX
MABAX charges 0.54% annually. There are 58 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 | MABAX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | MABAX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | MABAX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | MABAX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | MABAX vs TILVX |
Best Risk-Adjusted Alternatives to MABAX
MABAX has a PortfoliosLab risk / return rank of 60. There are 148 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 | MABAX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | MABAX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | MABAX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | MABAX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | MABAX vs SABTX |
Top Performing MABAX Alternatives (YTD)
MABAX is at 8.76% YTD. There are 171 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 | MABAX vs YAFFX | |
| PIMCO RAE US Fund | 23.68% | — | Jun 2015 | MABAX vs PKAIX | |
| Al Frank Fund | 21.52% | — | May 2006 | MABAX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 20.67% | — | Jun 2022 | MABAX vs AVLVX | |
| AMG Yacktman Fund | 20.51% | — | Jul 1992 | MABAX vs YACKX |
Lowest Volatility Alternatives to MABAX
MABAX has 12.34% 1-year volatility. There are 260 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 | MABAX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | MABAX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.14% | — | Dec 1973 | MABAX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class C | 8.08% | — | Nov 1997 | MABAX vs FLCCX | |
| Fidelity Advisor Large Cap Fund Class I | 8.08% | — | Feb 1996 | MABAX vs FALIX |
Lowest Drawdown Alternatives to MABAX
MABAX has a 1-year max drawdown of -11.19%. There are 308 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 | MABAX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | MABAX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | MABAX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | MABAX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | MABAX 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 | 76 | 20.81% | — | Jan 2000 | MABAX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.11% | 13.70B | Feb 2004 | MABAX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 5.85% | 11.90B | Sep 1994 | MABAX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.07% | 28.60B | Sep 1994 | MABAX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 74 | 11.54% | — | Jul 1993 | MABAX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 32 | 12.58% | — | Sep 2021 | MABAX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.57% | — | May 2011 | MABAX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 91 | 12.00% | — | Dec 2012 | MABAX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 11.37% | — | Dec 1991 | MABAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 14.60% | — | Jul 2010 | MABAX vs ASFYX |
Often Compared With MABAX
Investors most often compare MABAX with BROIX, WSHFX, TOWFX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare MABAX with Any Fund or Stock
Compare MABAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MABAX with funds that move differently
BlackRock Large Cap Focus Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MABAX.
Explore MABAX Diversifiers