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 270 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 | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | NYVTX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | NYVTX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | NYVTX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | NYVTX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | NYVTX vs SSSYX |
Best Risk-Adjusted Alternatives to NYVTX
NYVTX has a PortfoliosLab risk / return rank of 77. There are 31 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | NYVTX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 93 | 92.00B | Nov 2001 | NYVTX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | NYVTX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | NYVTX vs GTLOX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | 89 | — | Dec 2018 | NYVTX vs FTZIX |
Top Performing NYVTX Alternatives (YTD)
NYVTX is at 9.99% YTD. There are 73 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.22% | 17.20B | Dec 2004 | NYVTX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.50% | 92.00B | Nov 2001 | NYVTX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.66% | — | Nov 2004 | NYVTX vs POSKX | |
| Archer Multi Cap Fund | 24.45% | — | Dec 2019 | NYVTX vs ALSMX | |
| Integrity ESG Growth & Income Fund | 24.26% | — | Jan 1995 | NYVTX vs IGIAX |
Lowest Volatility Alternatives to NYVTX
NYVTX has 12.64% 1-year volatility. There are 178 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | NYVTX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.39% | — | Mar 2021 | NYVTX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.34% | — | Jul 2012 | NYVTX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.36% | — | Jul 2012 | NYVTX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.52% | — | May 2015 | NYVTX vs FSUVX |
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 -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | NYVTX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | NYVTX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | NYVTX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | NYVTX vs AUEIX | |
| 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, DILAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Davis Appreciation & Income Fund | Diversified Portfolio | 86 | 9.89% | — | Apr 1992 | NYVTX vs RPFCX | |
| Davis Government Bond Fund | Government Bonds | 78 | 1.08% | — | Nov 1994 | NYVTX vs RFBAX | |
| Davis International Fund | Foreign Large Cap Equities | 12 | -0.89% | — | Dec 2006 | NYVTX vs DILAX | |
| Davis Global Fund | Global Equities | 19 | -1.69% | — | Dec 2004 | NYVTX vs DGFAX | |
| Davis Opportunity Fund | Large Cap Blend Equities | 52 | 9.94% | — | Dec 1994 | NYVTX vs RPEAX | |
| Davis Real Estate Fund | REIT | 7 | 11.46% | — | 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.
Compare NYVTX with Any Fund or Stock
Compare NYVTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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