FPA Queens Road Value Fund (QRVLX) 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 QRVLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to QRVLX
QRVLX charges 0.65% annually. There are 93 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 | QRVLX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | QRVLX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | QRVLX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | QRVLX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | QRVLX vs TILVX |
Best Risk-Adjusted Alternatives to QRVLX
QRVLX has a PortfoliosLab risk / return rank of 21. There are 283 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 | QRVLX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | QRVLX vs FGINX | |
| Al Frank Fund | 95 | — | May 2006 | QRVLX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | QRVLX vs AVLVX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | QRVLX vs MALVX |
Top Performing QRVLX Alternatives (YTD)
QRVLX is at 11.18% YTD. There are 115 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.99%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Focused Fund | 24.99% | — | May 1997 | QRVLX vs YAFFX | |
| Al Frank Fund | 24.12% | — | May 2006 | QRVLX vs VALAX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 22.25% | — | Jun 2022 | QRVLX vs AVLVX | |
| PIMCO RAE US Fund | 21.04% | — | Jun 2015 | QRVLX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 19.41% | — | Jan 1975 | QRVLX vs NPRTX |
Lowest Volatility Alternatives to QRVLX
QRVLX has 12.80% 1-year volatility. There are 256 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.45%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.45% | — | Sep 2017 | QRVLX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | QRVLX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | QRVLX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | QRVLX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.34% | — | Dec 2007 | QRVLX vs TMMAX |
Lowest Drawdown Alternatives to QRVLX
QRVLX has a 1-year max drawdown of -9.35%. There are 270 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 | QRVLX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | QRVLX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | QRVLX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | QRVLX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | QRVLX vs SVAIX |
Other Mutual Funds from FPA
The 4 most viewed FPA mutual funds shown here include FPACX, FPNIX, FPFIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| FPA Crescent Fund | Diversified Portfolio | 50 | 5.71% | — | Jun 1993 | QRVLX vs FPACX | |
| FPA New Income Fund | Short-Term Bond | 33 | -0.02% | — | Jul 1984 | QRVLX vs FPNIX | |
| FPA Flexible Fixed Income Fund | Nontraditional Bonds | 29 | -0.11% | — | Dec 2018 | QRVLX vs FPFIX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | Small Cap Value Equities | 87 | 26.06% | — | Jun 2002 | QRVLX vs QRSVX |
Often Compared With QRVLX
Investors most often compare QRVLX with DODGX, SPY, AVERX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare QRVLX with Any Fund or Stock
Compare QRVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair QRVLX with funds that move differently
FPA Queens Road Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to QRVLX.
Explore QRVLX Diversifiers