Great-West Large Cap Value Fund (MXEQX) 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 MXEQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MXEQX
MXEQX charges 0.96% annually. There are 228 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 | MXEQX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | MXEQX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | MXEQX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | MXEQX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | MXEQX vs TILVX |
Best Risk-Adjusted Alternatives to MXEQX
MXEQX has a PortfoliosLab risk / return rank of 84. There are 93 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 | MXEQX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | MXEQX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | MXEQX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | MXEQX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | MXEQX vs AVLVX |
Top Performing MXEQX Alternatives (YTD)
MXEQX is at 13.55% YTD. There are 112 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.54% | — | Jun 2015 | MXEQX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.27% | — | Nov 1935 | MXEQX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.08% | — | Jun 2022 | MXEQX vs AVLVX | |
| PIMCO RAE PLUS Fund | 22.32% | — | Jun 2005 | MXEQX vs PXTIX | |
| AMG Yacktman Focused Fund | 22.18% | — | May 1997 | MXEQX vs YAFFX |
Lowest Volatility Alternatives to MXEQX
MXEQX has 10.76% 1-year volatility. There are 108 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | MXEQX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | MXEQX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | MXEQX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | MXEQX vs FALGX | |
| American Century Equity Income Fund | 8.54% | 6.45B | Aug 1994 | MXEQX vs TWEIX |
Lowest Drawdown Alternatives to MXEQX
MXEQX has a 1-year max drawdown of -7.03%. There are 122 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 | MXEQX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | MXEQX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | MXEQX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | MXEQX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | MXEQX vs SVAIX |
Other Mutual Funds from Great-West
The 10 most viewed Great-West mutual funds shown here include MXVIX, MXEOX, MXISX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Great-West S&P 500 Index Fund | Large Cap Blend Equities | 66 | 10.62% | — | Sep 2003 | MXEQX vs MXVIX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 70 | 22.17% | — | Jan 2018 | MXEQX vs MXEOX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 73 | 21.15% | — | Dec 1993 | MXEQX vs MXISX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 38 | 10.09% | — | Jan 2011 | MXEQX vs MXINX | |
| Great-West Real Estate Index Fund | REIT | 60 | 18.66% | — | Nov 2012 | MXEQX vs MXREX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 58 | 4.12% | — | Sep 1999 | MXEQX vs MXCPX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 43 | 14.76% | — | Jan 2011 | MXEQX vs MXMDX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 20 | -0.15% | — | Dec 1992 | MXEQX vs MXBIX | |
| Great-West Moderately Aggressive Profile Fund | Diversified Portfolio | 42 | 8.71% | — | Sep 1999 | MXEQX vs MXBPX | |
| Great-West International Value Fund | Foreign Large Cap Equities | 48 | 8.25% | — | Dec 1993 | MXEQX vs MXIVX |
Often Compared With MXEQX
Investors most often compare MXEQX with FXAIX, TOWFX, MXLGX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare MXEQX with Any Fund or Stock
Compare MXEQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MXEQX with funds that move differently
Great-West Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MXEQX.
Explore MXEQX Diversifiers