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 233 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 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | MXEQX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | — | Jun 2016 | MXEQX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | MXEQX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 238.00B | Nov 2000 | MXEQX vs VVIAX |
Best Risk-Adjusted Alternatives to MXEQX
MXEQX has a PortfoliosLab risk / return rank of 75. There are 87 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 | 95 | — | Oct 1993 | MXEQX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | MXEQX vs VALAX | |
| SA U.S. Value Fund | 94 | — | Aug 1999 | MXEQX vs SABTX | |
| Fidelity SAI U.S. Value Index Fund | 94 | — | Dec 2017 | MXEQX vs FSWCX |
Top Performing MXEQX Alternatives (YTD)
MXEQX is at 10.47% YTD. There are 120 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.71%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 30.71% | — | May 1997 | MXEQX vs YAFFX | |
| PIMCO RAE US Fund | 24.12% | — | Jun 2015 | MXEQX vs PKAIX | |
| Al Frank Fund | 22.82% | — | May 2006 | MXEQX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 21.68% | — | Jun 2022 | MXEQX vs AVLVX | |
| PIMCO RAE PLUS Fund | 20.19% | — | Jun 2005 | MXEQX vs PXTIX |
Lowest Volatility Alternatives to MXEQX
MXEQX has 10.43% 1-year volatility. There are 104 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 2.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 2.95% | — | Sep 2017 | MXEQX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | MXEQX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.15% | — | Dec 1973 | MXEQX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class I | 8.04% | — | Feb 1996 | MXEQX vs FALIX | |
| Fidelity Advisor Large Cap Fund Class M | 8.04% | — | Feb 1996 | MXEQX vs FALGX |
Lowest Drawdown Alternatives to MXEQX
MXEQX has a 1-year max drawdown of -7.03%. There are 125 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Buffalo Flexible Income Fund | -2.83% | — | Aug 1994 | MXEQX vs BUFBX | |
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | MXEQX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | MXEQX vs HFCVX | |
| 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, MXISX, MXEOX 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 | 70 | 10.69% | — | Sep 2003 | MXEQX vs MXVIX | |
| Great-West S&P Small Cap 600 Index Fund | Small Cap Blend Equities | 54 | 15.10% | — | Dec 1993 | MXEQX vs MXISX | |
| Great-West Emerging Markets Equity Fund | Emerging Markets Diversified | 91 | 32.24% | — | Jan 2018 | MXEQX vs MXEOX | |
| Great-West Conservative Profile Fund | Diversified Portfolio | 47 | 3.61% | — | Sep 1999 | MXEQX vs MXCPX | |
| Great-West International Index Fund | Foreign Large Cap Equities | 27 | 8.57% | — | Jan 2011 | MXEQX vs MXINX | |
| Great-West Real Estate Index Fund | REIT | 23 | 11.78% | — | Nov 2012 | MXEQX vs MXREX | |
| Great-West S&P Mid Cap 400 Index Fund | Mid Cap Blend Equities | 44 | 13.81% | — | Jan 2011 | MXEQX vs MXMDX | |
| Great-West Bond Index Fund | Intermediate Core Bond | 21 | 0.08% | — | Dec 1992 | MXEQX vs MXBIX | |
| Great-West Moderately Aggressive Profile Fund | Diversified Portfolio | 37 | 7.77% | — | Sep 1999 | MXEQX vs MXBPX | |
| Great-West Moderately Conservative Profile Fund | Diversified Portfolio | 40 | 5.01% | — | Sep 1999 | MXEQX vs MXDPX |
Often Compared With MXEQX
Investors most often compare MXEQX with FXAIX, MXLGX, TOWFX. These 20 comparison targets span 5 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