BlackRock Advantage Large Cap Value Fund (MALVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to MALVX
MALVX charges 0.54% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among MALVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | MALVX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | MALVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | MALVX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | MALVX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | MALVX vs TILVX |
Best Risk-Adjusted Alternatives to MALVX
Among mutual funds in the Large Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | MALVX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | MALVX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | MALVX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | MALVX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | MALVX vs VALAX |
Top Performing MALVX Alternatives (YTD)
MALVX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | MALVX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | MALVX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | MALVX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | MALVX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | MALVX vs HFCVX |
Lowest Volatility Alternatives to MALVX
MALVX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | MALVX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | MALVX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | MALVX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | MALVX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | MALVX vs ACIIX |
Lowest Drawdown Alternatives to MALVX
MALVX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | MALVX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | MALVX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | MALVX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | MALVX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | MALVX vs PSECX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With MALVX
What investors most often compare with MALVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| SPDR Portfolio S&P 500 Value ETF | S&P 500, Large Cap Value Equities | 53 | -0.03% | Sep 25, 2000 | MALVX vs SPYV |
Compare MALVX with Any Fund or Stock
Compare MALVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.