Neiman Large Cap Value Fund (NEIMX) Alternatives
Neiman Large Cap Value Fund (NEIMX) 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 NEIMX. 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 NEIMX
NEIMX charges 1.46% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among NEIMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | NEIMX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | NEIMX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | NEIMX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | NEIMX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | NEIMX vs TILVX |
Best Risk-Adjusted Alternatives to NEIMX
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 | NEIMX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | NEIMX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | NEIMX vs TOWFX | |
| Al Frank Fund | 85 | May 1, 2006 | NEIMX vs VALAX | |
| Neuberger Berman Large Cap Value Fund | 82 | Jan 20, 1975 | NEIMX vs NPRTX |
Top Performing NEIMX Alternatives (YTD)
NEIMX 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 | NEIMX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | NEIMX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | NEIMX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | NEIMX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | NEIMX vs HFCVX |
Lowest Volatility Alternatives to NEIMX
NEIMX 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 | NEIMX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | NEIMX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | NEIMX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | NEIMX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | NEIMX vs ACIIX |
Lowest Drawdown Alternatives to NEIMX
NEIMX 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 | NEIMX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | NEIMX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | NEIMX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | NEIMX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | NEIMX vs PSECX |
Often Compared With NEIMX
What investors most often compare with NEIMX, based on PortfoliosLab usage data.
Compare NEIMX with Any Fund or Stock
Compare NEIMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.