BlackRock Advantage Large Cap Value Fund (MALVX) 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 MALVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MALVX
MALVX 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 | MALVX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | MALVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | MALVX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | MALVX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | MALVX vs VVIAX |
Best Risk-Adjusted Alternatives to MALVX
MALVX has a PortfoliosLab risk / return rank of 92. There are 17 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 | MALVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | MALVX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | MALVX vs VALAX | |
| Fidelity SAI U.S. Value Index Fund | 95 | — | Dec 2017 | MALVX vs FSWCX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | MALVX vs SABTX |
Top Performing MALVX Alternatives (YTD)
MALVX is at 15.75% YTD. There are 31 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 | MALVX vs YAFFX | |
| PIMCO RAE US Fund | 24.56% | — | Jun 2015 | MALVX vs PKAIX | |
| Al Frank Fund | 23.13% | — | May 2006 | MALVX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.74% | — | Jun 2022 | MALVX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.74% | — | Jun 2005 | MALVX vs PXTIX |
Lowest Volatility Alternatives to MALVX
MALVX has 10.62% 1-year volatility. There are 128 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 | MALVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | MALVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.13% | — | Dec 1973 | MALVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.06% | — | Feb 1996 | MALVX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class C | 8.06% | — | Nov 1997 | MALVX vs FLCCX |
Lowest Drawdown Alternatives to MALVX
MALVX has a 1-year max drawdown of -6.53%. There are 81 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 | MALVX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | MALVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | MALVX vs HFCVX | |
| Torray Fund | -4.50% | — | Dec 1990 | MALVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | MALVX 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 | MALVX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | MALVX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | MALVX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | MALVX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | MALVX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | MALVX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | MALVX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | MALVX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | MALVX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | MALVX vs ASFYX |
Often Compared With MALVX
Investors most often compare MALVX with SPYV, ACIIX, LEXCX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare MALVX with Any Fund or Stock
Compare MALVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MALVX with funds that move differently
BlackRock Advantage Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MALVX.
Explore MALVX Diversifiers