NYVTX Alternatives & Similar Mutual Funds

Davis New York Venture Fund (NYVTX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with NYVTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to NYVTX

NYVTX charges 0.89% annually. There are 271 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	NYVTX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	NYVTX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	NYVTX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	NYVTX vs FLCPX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	0.02%	2.30T	Apr 2015	NYVTX vs VSMPX

Best Risk-Adjusted Alternatives to NYVTX

NYVTX has a PortfoliosLab risk / return rank of 84. There are 19 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	94	—	Mar 2021	NYVTX vs SVPFX
POGSX	Pin Oak Equity	92	—	Aug 1992	NYVTX vs POGSX
VPCCX	Vanguard PRIMECAP Core Fund	90	17.20B	Dec 2004	NYVTX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	90	—	Feb 2004	NYVTX vs GTLOX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	90	—	Dec 2018	NYVTX vs FTZIX

Top Performing NYVTX Alternatives (YTD)

NYVTX is at 12.98% YTD. There are 55 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 25.38%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	25.38%	17.20B	Dec 2004	NYVTX vs VPCCX
IGIAX	Integrity ESG Growth & Income Fund	24.67%	—	Jan 1995	NYVTX vs IGIAX
POGRX	PRIMECAP Odyssey Growth Fund	23.78%	—	Nov 2004	NYVTX vs POGRX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	23.50%	—	Dec 2018	NYVTX vs FTZIX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	23.23%	—	Dec 2015	NYVTX vs RESGX

Lowest Volatility Alternatives to NYVTX

NYVTX has 12.48% 1-year volatility. There are 119 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.24%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.24%	—	Mar 2021	NYVTX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	2.27%	—	Jun 2013	NYVTX vs ORDNX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.16%	—	Jul 2012	NYVTX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.18%	—	Jul 2012	NYVTX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.70%	—	Aug 2018	NYVTX vs JEPIX

Lowest Drawdown Alternatives to NYVTX

NYVTX has a 1-year max drawdown of -8.01%. There are 44 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	NYVTX vs SVPFX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	NYVTX vs ORDNX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	NYVTX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	NYVTX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	NYVTX vs QUERX

Other Mutual Funds from Davis Funds

The 6 most viewed Davis Funds mutual funds shown here include RPFCX, RFBAX, DGFAX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
RPFCX	Davis Appreciation & Income Fund	Diversified Portfolio	92	13.11%	—	Apr 1992	NYVTX vs RPFCX
RFBAX	Davis Government Bond Fund	Government Bonds	82	1.14%	—	Nov 1994	NYVTX vs RFBAX
DGFAX	Davis Global Fund	Global Equities	22	1.69%	—	Dec 2004	NYVTX vs DGFAX
DILAX	Davis International Fund	Foreign Large Cap Equities	13	2.09%	—	Dec 2006	NYVTX vs DILAX
RPEAX	Davis Opportunity Fund	Large Cap Blend Equities	66	12.87%	—	Dec 1994	NYVTX vs RPEAX
RPFRX	Davis Real Estate Fund	REIT	13	16.03%	—	Jan 1994	NYVTX vs RPFRX

Often Compared With NYVTX

Investors most often compare NYVTX with SPY, VOO, VFINX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	9.58%	783.21B	Jan 1993	NYVTX vs SPY
VOO	Vanguard S&P 500 ETF	S&P 500	59	9.60%	1.70T	Sep 2010	NYVTX vs VOO
VFINX	Vanguard 500 Index Fund Investor Shares	Large Cap Blend Equities	56	10.67%	—	Aug 1976	NYVTX vs VFINX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	89	21.95%	98.55B	Oct 2011	NYVTX vs SCHD
QQQ	Invesco QQQ ETF	Nasdaq-100	47	13.46%	481.14B	Mar 1999	NYVTX vs QQQ
TRBCX	T. Rowe Price Blue Chip Growth Fund	Large Cap Growth Equities	8	0.24%	—	Jun 1993	NYVTX vs TRBCX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	S&P 500, Large Cap Blend Equities	57	10.74%	355.20B	Jul 1997	NYVTX vs VIIIX
VEXPX	Vanguard Explorer Fund Investor Shares	Small Cap Growth Equities	43	15.75%	22.40B	Dec 1967	NYVTX vs VEXPX
SLVRX	Columbia Select Large Cap Value Fund Class R	Large Cap Value Equities	92	15.33%	—	Apr 2003	NYVTX vs SLVRX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	Foreign Large Cap Equities	49	12.88%	317.30B	Aug 1999	NYVTX vs VTMGX
SSGFX	Sextant Growth Fund	Large Cap Growth Equities	18	6.25%	—	Apr 1987	NYVTX vs SSGFX
SSHFX	Sound Shore Fund	Large Cap Value Equities	51	7.02%	—	May 1985	NYVTX vs SSHFX
FVD	First Trust Value Line Dividend Index Fund	Mid Cap Value Equities, Dividend	41	8.89%	8.15B	Aug 2003	NYVTX vs FVD
FICDX	Fidelity Canada Fund	Foreign Large Cap Equities	35	8.53%	—	Nov 1987	NYVTX vs FICDX
PEYAX	Putnam Large Cap Value Fund	Large Cap Value Equities	85	13.04%	—	Jun 1977	NYVTX vs PEYAX
FNSTX	Fidelity Infrastructure Fund	Large Cap Blend Equities	31	8.22%	—	Nov 2019	NYVTX vs FNSTX
FXAIX	Fidelity 500 Index Fund	S&P 500	57	10.75%	—	Feb 1988	NYVTX vs FXAIX
VTV	Vanguard Value ETF	Large Cap Value Equities	89	15.30%	245.00B	Jan 2004	NYVTX vs VTV
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	47	8.66%	—	Sep 2022	NYVTX vs FEQHX
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	46	9.00%	—	Jan 1990	NYVTX vs PAGDX

Compare NYVTX with Any Fund or Stock

Compare NYVTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair NYVTX with funds that move differently

Davis New York Venture Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to NYVTX.

Explore NYVTX Diversifiers

Davis New York Venture Fund (NYVTX) Alternatives