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 305 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 | |
| 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 Institutional Shares | 0.04% | — | Jul 1998 | NEIMX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | NEIMX vs VVIAX |
Best Risk-Adjusted Alternatives to NEIMX
NEIMX has a PortfoliosLab risk / return rank of 94. There are 8 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 | NEIMX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | NEIMX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | NEIMX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | NEIMX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | NEIMX vs AVLVX |
Top Performing NEIMX Alternatives (YTD)
NEIMX is at 17.46% YTD. There are 27 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | NEIMX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | NEIMX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | NEIMX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | NEIMX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | NEIMX vs NPRTX |
Lowest Volatility Alternatives to NEIMX
NEIMX has 10.69% 1-year volatility. There are 100 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | NEIMX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | NEIMX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | NEIMX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | NEIMX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | NEIMX vs TMMAX |
Lowest Drawdown Alternatives to NEIMX
NEIMX has a 1-year max drawdown of -5.75%. There are 22 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 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, QQQ, SCHX. These 20 comparison targets span 6 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