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 57 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% | 13.00B | 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% | 245.00B | Nov 2000 | MALVX vs VVIAX |
Best Risk-Adjusted Alternatives to MALVX
MALVX has a PortfoliosLab risk / return rank of 95. There are 5 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 | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | MALVX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | MALVX vs AVLVX |
Top Performing MALVX Alternatives (YTD)
MALVX is at 19.19% YTD. There are 9 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | MALVX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | MALVX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | MALVX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | MALVX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | MALVX vs NPRTX |
Lowest Volatility Alternatives to MALVX
MALVX has 11.15% 1-year volatility. There are 145 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | MALVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | MALVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | MALVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | MALVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | MALVX vs TMMAX |
Lowest Drawdown Alternatives to MALVX
MALVX has a 1-year max drawdown of -6.53%. There are 77 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 | MALVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | MALVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | MALVX vs BUFBX | |
| 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 ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 30 | 11.26% | — | Sep 2021 | MALVX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 9.77% | — | Jul 1993 | MALVX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 13.03% | — | Dec 2012 | MALVX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.39% | — | May 2011 | MALVX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.90% | — | Dec 1991 | MALVX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 28 | 1.80% | — | Aug 2005 | MALVX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 11.89% | — | Jul 2010 | MALVX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 69 | 43.67% | — | Apr 2000 | MALVX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.45% | — | Oct 2007 | MALVX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 77 | 14.17% | — | Sep 1999 | MALVX vs FAMRX |
Often Compared With MALVX
Investors most often compare MALVX with SPYV, NASDX, ACIIX. These 20 comparison targets span 7 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