Payden Equity Income Fund (PYVLX) 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 PYVLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PYVLX
PYVLX charges 0.73% annually. There are 137 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 | PYVLX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | PYVLX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | PYVLX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | PYVLX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | PYVLX vs TILVX |
Best Risk-Adjusted Alternatives to PYVLX
PYVLX has a PortfoliosLab risk / return rank of 80. There are 136 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | PYVLX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | PYVLX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | PYVLX vs MALVX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | PYVLX vs IDIVX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 95 | — | Oct 1992 | PYVLX vs BBISX |
Top Performing PYVLX Alternatives (YTD)
PYVLX is at 11.26% YTD. There are 190 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.47% | — | Jun 2015 | PYVLX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.18% | — | Nov 1935 | PYVLX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.83% | — | Jun 2022 | PYVLX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.16% | — | Jun 2015 | PYVLX vs CFJIX | |
| PIMCO RAE PLUS Fund | 22.13% | — | Jun 2005 | PYVLX vs PXTIX |
Lowest Volatility Alternatives to PYVLX
PYVLX has 9.88% 1-year volatility. There are 40 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | PYVLX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | PYVLX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | PYVLX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | PYVLX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.49% | — | Dec 2007 | PYVLX vs TMMAX |
Lowest Drawdown Alternatives to PYVLX
PYVLX has a 1-year max drawdown of -6.07%. There are 32 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 | PYVLX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | PYVLX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | PYVLX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | PYVLX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | PYVLX vs SVAIX |
Other Mutual Funds from Paydenfunds
The 10 most viewed Paydenfunds mutual funds shown here include PYHRX, PYFRX, PYELX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Payden High Income Fund | High Yield Bonds | 95 | 2.60% | — | Dec 1997 | PYVLX vs PYHRX | |
| Payden Floating Rate Fund | Bank Loan | 98 | 2.08% | — | Nov 2013 | PYVLX vs PYFRX | |
| Payden Emerging Markets Local Bond Fund | Emerging Markets Bonds | 28 | 1.27% | — | Nov 2011 | PYVLX vs PYELX | |
| Payden Global Low Duration Fund | Global Bonds | 84 | 0.78% | — | Sep 1996 | PYVLX vs PYGSX | |
| Payden Emerging Markets Corporate Bond Fund | Emerging Markets Bonds | 91 | 2.15% | — | Nov 2013 | PYVLX vs PYCEX | |
| Payden Absolute Return Bond Fund | Nontraditional Bonds | 80 | 1.33% | — | Nov 2014 | PYVLX vs PYARX | |
| Payden Limited Maturity Fund | Ultrashort Bond | 98 | 1.65% | — | Apr 1994 | PYVLX vs PYLMX | |
| Payden/Kravitz Cash Balance Plan Fund | Multisector Bonds | 91 | 2.02% | — | Sep 2008 | PYVLX vs PKBIX | |
| Payden Core Bond Fund | Intermediate Core-Plus Bond | 24 | -0.27% | — | Dec 1993 | PYVLX vs PYCBX | |
| Payden Corporate Bond Fund | Corporate Bonds | 18 | -0.38% | — | Mar 2009 | PYVLX vs PYACX |
Often Compared With PYVLX
Investors most often compare PYVLX with PYGFX, PYSGX, PYUSX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare PYVLX with Any Fund or Stock
Compare PYVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PYVLX with funds that move differently
Payden Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PYVLX.
Explore PYVLX Diversifiers