MALVX Alternatives & Similar Mutual Funds

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 59 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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	MALVX vs FBLEX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.03%	—	Jul 1998	MALVX vs VIVIX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	MALVX vs SWLVX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	MALVX vs FLCOX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	254.20B	Nov 2000	MALVX vs VVIAX

Best Risk-Adjusted Alternatives to MALVX

MALVX has a PortfoliosLab risk / return rank of 98. There are 6 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
FGIPX	Nomura Growth and Income Fund Institutional Class	98	—	Oct 1993	MALVX vs FGIPX
FGINX	Delaware Growth and Income Fund	98	—	Oct 1993	MALVX vs FGINX
PKAIX	PIMCO RAE US Fund	98	—	Jun 2015	MALVX vs PKAIX
MDLVX	BlackRock Advantage Large Cap Value Fund Investor ...	98	—	—	MALVX vs MDLVX
LSVVX	LSV Conservative Value Equity Fund	98	—	Mar 2007	MALVX vs LSVVX

Top Performing MALVX Alternatives (YTD)

MALVX is at 23.35% YTD. There are 6 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.

Symbol	Name	YTD Return	AUM	Inception
PKAIX	PIMCO RAE US Fund	30.43%	—	Jun 2015	MALVX vs PKAIX
LEXCX	Voya Corporate Leaders Trust Fund	29.15%	—	Nov 1935	MALVX vs LEXCX
YAFFX	AMG Yacktman Focused Fund	25.82%	—	May 1997	MALVX vs YAFFX
PXTIX	PIMCO RAE PLUS Fund	25.46%	—	Jun 2005	MALVX vs PXTIX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	24.91%	—	Jun 2022	MALVX vs AVLVX

Lowest Volatility Alternatives to MALVX

MALVX has 11.35% 1-year volatility. There are 156 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
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.64%	—	Feb 2021	MALVX vs ACTIX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.26%	—	Feb 1996	MALVX vs FALGX
RIDAX	The Income Fund of America Class R-1	7.35%	—	Dec 1973	MALVX vs RIDAX
TWEIX	American Century Equity Income Fund	8.58%	6.45B	Aug 1994	MALVX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	8.60%	—	Jul 1998	MALVX vs ACIIX

Lowest Drawdown Alternatives to MALVX

MALVX has a 1-year max drawdown of -6.53%. There are 73 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
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	MALVX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	MALVX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	MALVX vs BUFBX
TORYX	Torray Equity Income Fund	-4.50%	—	Dec 1990	MALVX vs TORYX
SVAIX	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 10 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	29	11.70%	—	Sep 2021	MALVX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	59	10.11%	—	Jul 1993	MALVX vs WFSPX
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	98	12.92%	—	Dec 2012	MALVX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund - Institutional...	Target Retirement Date	67	11.31%	—	May 2011	MALVX vs LIVIX
BDJ	BlackRock Enhanced Equity Dividend Trust	Derivative Income	66	8.31%	—	Aug 2005	MALVX vs BDJ
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	28	23.72%	—	May 2000	MALVX vs BGSAX
BDMAX	BlackRock Global Equity Market Neutral Fund Invest...	Equity Market Neutral	97	12.73%	—	Dec 2012	MALVX vs BDMAX
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	88	16.37%	—	Nov 1988	MALVX vs MADVX
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	52	0.93%	—	Feb 2008	MALVX vs BSIIX
BRHYX	BlackRock High Yield K	High Yield Bonds	63	1.22%	—	Jan 2001	MALVX vs BRHYX

Often Compared With MALVX

Investors most often compare MALVX with SPYV, VALAX, TILVX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPYV	SPDR Portfolio S&P 500 Value ETF	S&P 500, Large Cap Value Equities	89	10.77%	36.23B	Sep 2000	MALVX vs SPYV
VALAX	Al Frank Fund	Large Cap Value Equities	94	21.25%	—	May 2006	MALVX vs VALAX
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	95	20.62%	—	Oct 2002	MALVX vs TILVX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	38	20.91%	—	Jan 1984	MALVX vs AVERX
TOWFX	Towpath Focus Fund	Large Cap Value Equities	97	14.50%	—	Dec 2019	MALVX vs TOWFX
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	37	12.17%	—	Jan 2000	MALVX vs NASDX
VIHAX	Vanguard International High Dividend Yield Index F...	Large Cap Value Equities, Dividend, Foreign Large Cap Equities	94	17.32%	20.40B	Mar 2016	MALVX vs VIHAX
AUXFX	Auxier Focus Fund	Large Cap Value Equities	90	11.78%	—	Jul 1999	MALVX vs AUXFX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	96	19.26%	—	Apr 2003	MALVX vs NEIMX
HDCTX	Rational Equity Armor Fund	Large Cap Value Equities	40	7.27%	—	Feb 2001	MALVX vs HDCTX
GQHPX	GQG Partners US Quality Dividend Income Fund	Quality Factor, Large Cap Value Equities	58	13.55%	—	Jun 2021	MALVX vs GQHPX
PSECX	1789 Growth and Income Fund	Large Cap Value Equities	22	5.88%	—	Jan 2011	MALVX vs PSECX
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	96	17.46%	13.18B	Apr 2007	MALVX vs SFLNX
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	—	—	—	Oct 2017	MALVX vs UPDDX
FIDLX	Fidelity Advisor Large Cap Fund Class Z	Large Cap Value Equities	—	—	—	Feb 2017	MALVX vs FIDLX
FAIRX	Fairholme Fund	Large Cap Value Equities	27	5.24%	—	Dec 1999	MALVX vs FAIRX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	Low Volatility	58	8.47%	—	Dec 2007	MALVX vs TMMAX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	57	9.93%	29.90B	Sep 1994	MALVX vs VTCLX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	16	5.34%	13.90B	Feb 2004	MALVX vs VFAIX
THPGX	Thompson LargeCap Fund	Large Cap Value Equities	92	12.43%	—	Feb 1992	MALVX vs THPGX

Compare MALVX with Any Fund or Stock

Compare MALVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

BlackRock Advantage Large Cap Value Fund (MALVX) Alternatives