Crossmark Steward Large Cap Value Fund (SJVIX) 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 SJVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SJVIX
SJVIX charges 0.75% annually. There are 150 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 | SJVIX vs FBLEX | |
| Dimensional Financial Leaders Fund | 0.01% | — | May 2013 | SJVIX vs DFP | |
| The Gabelli Equity Trust Inc | 0.01% | — | Aug 1986 | SJVIX vs GAB | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | SJVIX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | SJVIX vs FLCOX |
Best Risk-Adjusted Alternatives to SJVIX
SJVIX has a PortfoliosLab risk / return rank of 85. There are 161 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | SJVIX vs FGIPX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | SJVIX vs FGINX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | SJVIX vs PKAIX | |
| BlackRock Advantage Large Cap Value Fund Investor ... | 98 | — | — | SJVIX vs MDLVX | |
| LSV Conservative Value Equity Fund | 98 | — | Mar 2007 | SJVIX vs LSVVX |
Top Performing SJVIX Alternatives (YTD)
SJVIX is at 17.60% YTD. There are 75 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.43% | — | Jun 2015 | SJVIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.15% | — | Nov 1935 | SJVIX vs LEXCX | |
| AMG Yacktman Focused Fund | 25.82% | — | May 1997 | SJVIX vs YAFFX | |
| PIMCO RAE PLUS Fund | 25.46% | — | Jun 2005 | SJVIX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.91% | — | Jun 2022 | SJVIX vs AVLVX |
Lowest Volatility Alternatives to SJVIX
SJVIX has 13.18% 1-year volatility. There are 272 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | SJVIX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | SJVIX vs FALGX | |
| The Income Fund of America Class R-1 | 7.35% | — | Dec 1973 | SJVIX vs RIDAX | |
| Dimensional Financial Leaders Fund | 8.49% | — | May 2013 | SJVIX vs DFP | |
| American Century Equity Income Fund | 8.58% | 6.45B | Aug 1994 | SJVIX vs TWEIX |
Lowest Drawdown Alternatives to SJVIX
SJVIX has a 1-year max drawdown of -9.19%. There are 268 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 | SJVIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | SJVIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | SJVIX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | SJVIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | SJVIX vs SVAIX |
Other Mutual Funds from Crossmark Steward Funds
The 8 most viewed Crossmark Steward Funds mutual funds shown here include SCJIX, SEECX, SGISX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Crossmark Steward Covered Call Income Fund | Derivative Income | 33 | 2.71% | — | Dec 2017 | SJVIX vs SCJIX | |
| Crossmark Steward Values-Focused Large Cap Enhance... | Large Cap Blend Equities | 47 | 9.64% | — | Oct 2004 | SJVIX vs SEECX | |
| Crossmark Steward Global Equity Income Fund | Dividend, Global Equities | 75 | 12.49% | — | Apr 2008 | SJVIX vs SGISX | |
| Crossmark Steward Select Bond Fund | Short-Term Bond | 12 | -1.01% | — | Oct 2004 | SJVIX vs SEACX | |
| Crossmark Steward International Enhanced Index Fun... | Foreign Large Cap Equities | 81 | 15.11% | — | Feb 2006 | SJVIX vs SNTCX | |
| Crossmark Steward Values-FocusedSmall-Mid Cap Enha... | Small Cap Blend Equities | 61 | 15.62% | — | Jan 1952 | SJVIX vs TRDFX | |
| Crossmark Steward Large Cap Growth Fund | Large Cap Growth Equities | 24 | 10.69% | — | Nov 2021 | SJVIX vs SJGIX | |
| Crossmark Steward Large Cap Core Fund | Large Cap Blend Equities | 55 | 13.48% | — | Nov 2021 | SJVIX vs SJCIX |
Often Compared With SJVIX
Investors most often compare SJVIX with SWLVX, VALAX, NQCRX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare SJVIX with Any Fund or Stock
Compare SJVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SJVIX with funds that move differently
Crossmark Steward Large Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SJVIX.
Explore SJVIX Diversifiers