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 a closer substitute for your current allocation.
Cheapest Alternatives to NEIMX
NEIMX charges 1.46% annually. There are 303 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 | NEIMX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | NEIMX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | NEIMX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | NEIMX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | NEIMX vs VVIAX |
Best Risk-Adjusted Alternatives to NEIMX
NEIMX has a PortfoliosLab risk / return rank of 95. There are 34 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 | NEIMX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | NEIMX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | NEIMX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | NEIMX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | NEIMX vs MALVX |
Top Performing NEIMX Alternatives (YTD)
NEIMX is at 19.10% YTD. There are 48 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | NEIMX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | NEIMX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | NEIMX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | NEIMX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | NEIMX vs YAFFX |
Lowest Volatility Alternatives to NEIMX
NEIMX has 11.18% 1-year volatility. There are 139 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 | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | NEIMX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | NEIMX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | NEIMX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | NEIMX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | NEIMX vs ACIIX |
Lowest Drawdown Alternatives to NEIMX
NEIMX has a 1-year max drawdown of -5.75%. There are 20 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 | NEIMX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | NEIMX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | NEIMX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | NEIMX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | NEIMX vs SVAIX |
Often Compared With NEIMX
Investors most often compare NEIMX with JMGIX, QRVLX, BRLVX. These 20 comparison targets span 7 categories, 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.
Pair NEIMX with funds that move differently
Neiman Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NEIMX.
Explore NEIMX Diversifiers