BlackRock Advantage Large Cap Value Fund Investor A (MDLVX) 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 MDLVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MDLVX
MDLVX charges 0.79% annually. There are 164 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 | MDLVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | MDLVX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | MDLVX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | MDLVX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | MDLVX vs VVIAX |
Best Risk-Adjusted Alternatives to MDLVX
MDLVX has a PortfoliosLab risk / return rank of 96. There are 16 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 | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | MDLVX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | MDLVX vs FGINX | |
| PIMCO RAE US Fund | 97 | — | Jun 2015 | MDLVX vs PKAIX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | MDLVX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | MDLVX vs MALVX |
Top Performing MDLVX Alternatives (YTD)
MDLVX is at 21.24% YTD. There are 24 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.57%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.57% | — | Jun 2015 | MDLVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.11% | — | Nov 1935 | MDLVX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.65% | — | Jun 2005 | MDLVX vs PXTIX | |
| North Square Advisory Research Small Cap Value Fun... | 25.57% | — | Nov 2009 | MDLVX vs ADVGX | |
| Calvert US Large-Cap Value Responsible Index Fund | 25.19% | — | Jun 2015 | MDLVX vs CFJIX |
Lowest Volatility Alternatives to MDLVX
MDLVX has 11.35% 1-year volatility. There are 162 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.62%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | MDLVX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | MDLVX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | MDLVX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | MDLVX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | MDLVX vs ACIIX |
Lowest Drawdown Alternatives to MDLVX
MDLVX has a 1-year max drawdown of -6.54%. There are 74 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 | MDLVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | MDLVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | MDLVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | MDLVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | MDLVX 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 | 25 | 9.78% | — | Sep 2021 | MDLVX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 55 | 9.20% | — | Jul 1993 | MDLVX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 11.30% | — | Dec 2012 | MDLVX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 61 | 10.29% | — | May 2011 | MDLVX vs LIVIX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 54 | 6.21% | — | Aug 2005 | MDLVX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 10.21% | — | Jul 2010 | MDLVX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 26 | 18.67% | — | Apr 2000 | MDLVX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 74 | 6.07% | — | Oct 2007 | MDLVX vs FFANX | |
| BlackRock Enhanced Large Cap Core Fund | Derivative Income | 71 | 4.88% | — | Apr 2004 | MDLVX vs CII | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 68 | 11.33% | — | Sep 1999 | MDLVX vs FAMRX |
Compare MDLVX with Any Fund or Stock
Compare MDLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MDLVX with funds that move differently
BlackRock Advantage Large Cap Value Fund Investor A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MDLVX.
Explore MDLVX Diversifiers