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 a closer substitute for your current allocation.
Cheapest Alternatives to SABTX
SABTX 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 | SABTX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | SABTX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | SABTX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | SABTX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | SABTX vs VVIAX |
Best Risk-Adjusted Alternatives to SABTX
SABTX has a PortfoliosLab risk / return rank of 94. There are 10 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 | SABTX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | SABTX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | SABTX vs MALVX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | SABTX vs IDIVX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 95 | — | Oct 1992 | SABTX vs BBISX |
Top Performing SABTX Alternatives (YTD)
SABTX is at 19.47% YTD. There are 23 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 | SABTX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.18% | — | Nov 1935 | SABTX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.83% | — | Jun 2022 | SABTX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.16% | — | Jun 2015 | SABTX vs CFJIX | |
| PIMCO RAE PLUS Fund | 22.13% | — | Jun 2005 | SABTX vs PXTIX |
Lowest Volatility Alternatives to SABTX
SABTX has 11.93% 1-year volatility. There are 212 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 | SABTX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | SABTX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | SABTX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | SABTX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.49% | — | Dec 2007 | SABTX vs TMMAX |
Lowest Drawdown Alternatives to SABTX
SABTX has a 1-year max drawdown of -6.36%. There are 56 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 | SABTX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | SABTX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | SABTX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | SABTX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | SABTX vs SVAIX |
Other Mutual Funds from SA Funds
The 9 most viewed SA Funds mutual funds shown here include SAEMX, SAHMX, SAISX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| SA Emerging Markets Value Fund | Emerging Markets Diversified | 77 | 19.87% | — | Apr 2007 | SABTX vs SAEMX | |
| SA International Value Fund | Foreign Large Cap Equities | 90 | 12.06% | — | Aug 1999 | SABTX vs SAHMX | |
| SA International Small Company Fund | Foreign Small & Mid Cap Equities | 29 | 6.06% | — | Aug 1999 | SABTX vs SAISX | |
| SA Worldwide Moderate Growth Fund | Global Allocation | 93 | 10.75% | — | Jun 2015 | SABTX vs SAWMX | |
| SA Global Fixed Income Fund | Global Bonds | 70 | 1.50% | — | Jul 1999 | SABTX vs SAXIX | |
| SA Real Estate Securities Fund | REIT | 19 | 16.15% | — | Apr 2007 | SABTX vs SAREX | |
| SA U.S. Core Market Fund | Large Cap Blend Equities | 67 | 10.25% | — | Aug 1999 | SABTX vs SAMKX | |
| SA U.S. Fixed Income Fund | Ultrashort Bond | 91 | 0.96% | — | Apr 2007 | SABTX vs SAUFX | |
| SA U.S. Small Company Fund | Small Cap Blend Equities | 61 | 17.51% | — | Aug 1999 | SABTX vs SAUMX |
Often Compared With SABTX
Investors most often compare SABTX with VALAX, PSECX, VIHAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SABTX with Any Fund or Stock
Compare SABTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SABTX with funds that move differently
SA U.S. Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SABTX.
Explore SABTX Diversifiers