SA U.S. Value Fund (SABTX) Alternatives
SA U.S. Value Fund (SABTX) 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 SABTX. 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 SABTX
SABTX charges 0.73% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among SABTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | SABTX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | SABTX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | SABTX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | SABTX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | SABTX vs TILVX |
Best Risk-Adjusted Alternatives to SABTX
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 | SABTX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | SABTX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | SABTX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | SABTX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | SABTX vs VALAX |
Top Performing SABTX Alternatives (YTD)
SABTX 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 | SABTX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | SABTX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | SABTX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | SABTX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | SABTX vs HFCVX |
Lowest Volatility Alternatives to SABTX
SABTX 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 | SABTX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | SABTX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | SABTX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | SABTX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | SABTX vs ACIIX |
Lowest Drawdown Alternatives to SABTX
SABTX 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 | SABTX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | SABTX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | SABTX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | SABTX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | SABTX vs PSECX |
Other Mutual Funds from SA Funds
Most popular SA Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| SA Emerging Markets Value Fund | Emerging Markets Diversified | 83 | 2.65% | Apr 1, 2007 | SABTX vs SAEMX | |
| SA International Value Fund | Foreign Large Cap Equities | 92 | 3.60% | Aug 4, 1999 | SABTX vs SAHMX | |
| SA Real Estate Securities Fund | REIT | 7 | 1.73% | Apr 2, 2007 | SABTX vs SAREX | |
| SA International Small Company Fund | Foreign Small & Mid Cap Equities | 81 | -2.08% | Aug 4, 1999 | SABTX vs SAISX | |
| SA U.S. Core Market Fund | Large Cap Blend Equities | 27 | -6.27% | Aug 5, 1999 | SABTX vs SAMKX | |
| SA Worldwide Moderate Growth Fund | Global Allocation | 77 | 0.40% | Jun 30, 2015 | SABTX vs SAWMX | |
| SA Global Fixed Income Fund | Global Bonds | 90 | 0.12% | Jul 28, 1999 | SABTX vs SAXIX | |
| SA U.S. Small Company Fund | Small Cap Blend Equities | 26 | 0.50% | Aug 5, 1999 | SABTX vs SAUMX | |
| SA U.S. Fixed Income Fund | Ultrashort Bond | 92 | 0.29% | Apr 2, 2007 | SABTX vs SAUFX |
Compare SABTX with Any Fund or Stock
Compare SABTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.