FPA Queens Road Value Fund (QRVLX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to QRVLX
QRVLX charges 0.65% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among QRVLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | QRVLX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | QRVLX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | QRVLX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | QRVLX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | QRVLX vs TILVX |
Best Risk-Adjusted Alternatives to QRVLX
Among mutual funds in the Large Cap Value 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 International High Dividend Yield Index F... | 92 | Mar 2, 2016 | QRVLX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | QRVLX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | QRVLX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | QRVLX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | QRVLX vs VALAX |
Top Performing QRVLX Alternatives (YTD)
QRVLX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | QRVLX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | QRVLX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | QRVLX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | QRVLX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | QRVLX vs HFCVX |
Lowest Volatility Alternatives to QRVLX
QRVLX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | QRVLX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | QRVLX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | QRVLX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | QRVLX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | QRVLX vs ACIIX |
Lowest Drawdown Alternatives to QRVLX
QRVLX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | QRVLX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | QRVLX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | QRVLX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | QRVLX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | QRVLX vs PSECX |
Other Mutual Funds from FPA
Most popular FPA mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 2 | -3.88% | Dec 24, 2002 | QRVLX vs PTY | |
| FPA Crescent Fund | Diversified Portfolio | 72 | -3.27% | Jun 1, 1993 | QRVLX vs FPACX | |
| FPA New Income Fund | Short-Term Bond | 89 | -0.16% | Jul 11, 1984 | QRVLX vs FPNIX | |
| FPA Flexible Fixed Income Fund | Nontraditional Bonds | 88 | -0.23% | Dec 30, 2018 | QRVLX vs FPFIX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | Small Cap Value Equities | 62 | 3.75% | Jun 13, 2002 | QRVLX vs QRSVX |
Often Compared With QRVLX
What investors most often compare with QRVLX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Dodge & Cox Stock Fund Class I | Large Cap Value Equities | 14 | -3.67% | Jan 4, 1965 | QRVLX vs DODGX | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | QRVLX vs SPY | |
| Federated Hermes Strategic Value Dividend Fund | Large Cap Value Equities | 77 | 8.28% | Mar 30, 2005 | QRVLX vs SVAIX |
Compare QRVLX with Any Fund or Stock
Compare QRVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.