Davis New York Venture Fund (NYVTX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to NYVTX
NYVTX charges 0.89% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among NYVTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | NYVTX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | NYVTX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | NYVTX vs SSSYX |
Best Risk-Adjusted Alternatives to NYVTX
Among mutual funds in the Large Cap Blend 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 PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | NYVTX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | NYVTX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | NYVTX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | NYVTX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | NYVTX vs DHAMX |
Top Performing NYVTX Alternatives (YTD)
NYVTX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | NYVTX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | NYVTX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | NYVTX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | NYVTX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | NYVTX vs RCKSX |
Lowest Volatility Alternatives to NYVTX
NYVTX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | NYVTX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | NYVTX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | NYVTX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | NYVTX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | NYVTX vs QUERX |
Lowest Drawdown Alternatives to NYVTX
NYVTX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | NYVTX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | NYVTX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | NYVTX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | NYVTX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | NYVTX vs GQEIX |
Other Mutual Funds from Davis Funds
Most popular Davis Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Davis Appreciation & Income Fund | Diversified Portfolio | 75 | -1.07% | Apr 30, 1992 | NYVTX vs RPFCX | |
| Davis International Fund | Foreign Large Cap Equities | 22 | -9.13% | Dec 29, 2006 | NYVTX vs DILAX | |
| Davis Opportunity Fund | Large Cap Blend Equities | 52 | -3.24% | Dec 1, 1994 | NYVTX vs RPEAX | |
| Davis Global Fund | Global Equities | 32 | -9.57% | Dec 21, 2004 | NYVTX vs DGFAX | |
| Davis Real Estate Fund | REIT | 1 | -3.04% | Jan 3, 1994 | NYVTX vs RPFRX | |
| Davis Government Bond Fund | Government Bonds | 94 | 0.32% | Nov 30, 1994 | NYVTX vs RFBAX |
Often Compared With NYVTX
What investors most often compare with NYVTX, 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.