SLCVX Alternatives & Similar Mutual Funds

Saratoga Large Capitalization Value Portfolio (SLCVX) 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 SLCVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SLCVX

SLCVX charges 1.34% annually. There are 300 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
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	—	Dec 2012	SLCVX vs FBLEX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.03%	—	Jul 1998	SLCVX vs VIVIX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	—	Dec 2017	SLCVX vs SWLVX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	13.00B	Jun 2016	SLCVX vs FLCOX
VVIAX	Vanguard Value Index Fund Admiral Shares	0.05%	245.00B	Nov 2000	SLCVX vs VVIAX

Best Risk-Adjusted Alternatives to SLCVX

SLCVX has a PortfoliosLab risk / return rank of 9. There are 312 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
FGIPX	Nomura Growth and Income Fund Institutional Class	97	—	Oct 1993	SLCVX vs FGIPX
FGINX	Delaware Growth and Income Fund	97	—	Oct 1993	SLCVX vs FGINX
MALVX	BlackRock Advantage Large Cap Value Fund	96	—	Dec 1999	SLCVX vs MALVX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	96	—	Jun 2022	SLCVX vs AVLVX
PKAIX	PIMCO RAE US Fund	96	—	Jun 2015	SLCVX vs PKAIX

Top Performing SLCVX Alternatives (YTD)

SLCVX is at 3.49% YTD. There are 310 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.69%.

Symbol	Name	YTD Return	AUM	Inception
PKAIX	PIMCO RAE US Fund	26.69%	—	Jun 2015	SLCVX vs PKAIX
LEXCX	Voya Corporate Leaders Trust Fund	25.66%	—	Nov 1935	SLCVX vs LEXCX
AVLVX	Avantis U.S. Large Cap Value Fund Institutional Cl...	24.02%	—	Jun 2022	SLCVX vs AVLVX
PXTIX	PIMCO RAE PLUS Fund	22.46%	—	Jun 2005	SLCVX vs PXTIX
NFJEX	Virtus NFJ Dividend Value Fund	22.28%	—	May 2000	SLCVX vs NFJEX

Lowest Volatility Alternatives to SLCVX

SLCVX has 14.25% 1-year volatility. There are 302 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
SHXPX	American Beacon Shapiro Equity Opportunities Fund	1.33%	—	Sep 2017	SLCVX vs SHXPX
ACTIX	Advisors Capital Tactical Fixed Income Fund	3.63%	—	Feb 2021	SLCVX vs ACTIX
RIDAX	The Income Fund of America Class R-1	7.36%	—	Dec 1973	SLCVX vs RIDAX
FALGX	Fidelity Advisor Large Cap Fund Class M	7.49%	—	Feb 1996	SLCVX vs FALGX
TMMAX	SEI Institutional Managed Trust Tax-Managed Manage...	8.54%	—	Dec 2007	SLCVX vs TMMAX

Lowest Drawdown Alternatives to SLCVX

SLCVX has a 1-year max drawdown of -11.30%. There are 306 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
ACTIX	Advisors Capital Tactical Fixed Income Fund	-2.90%	—	Feb 2021	SLCVX vs ACTIX
HFCVX	Hennessy Cornerstone Value Fund	-3.77%	—	Nov 1996	SLCVX vs HFCVX
BUFBX	Buffalo Flexible Income Fund	-4.45%	—	Aug 1994	SLCVX vs BUFBX
TORYX	Torray Fund	-4.50%	—	Dec 1990	SLCVX vs TORYX
SVAIX	Federated Hermes Strategic Value Dividend Fund	-4.66%	—	Mar 2005	SLCVX vs SVAIX

Other Mutual Funds from Saratoga

The 10 most viewed Saratoga mutual funds shown here include SLCGX, SBMIX, SPMAX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SLCGX	Saratoga Large Capitalization Growth Portfolio	Large Cap Growth Equities	12	1.54%	—	Sep 1994	SLCVX vs SLCGX
SBMIX	Saratoga Moderate Balanced Allocation Portfolio	Diversified Portfolio	31	4.86%	—	Dec 2017	SLCVX vs SBMIX
SPMAX	Saratoga Mid Capitalization Portfolio	Mid Cap Blend Equities	31	15.79%	—	Jun 2002	SLCVX vs SPMAX
SHPAX	Saratoga Health & Biotechnology Fund	Health & Biotech Equities	45	4.70%	—	Jul 1999	SLCVX vs SHPAX
STPAX	Saratoga Technology & Communications Portfolio	Technology Equities	16	8.10%	—	Oct 1997	SLCVX vs STPAX
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	56	23.80%	—	Sep 1994	SLCVX vs SSCPX
SIEPX	Saratoga International Equity Portfolio	Foreign Large Cap Equities	47	15.11%	—	Sep 1994	SLCVX vs SIEPX
SMBPX	Saratoga Municipal Bond Portfolio	Ultrashort Bond	92	0.00%	—	Sep 1994	SLCVX vs SMBPX
SAMIX	Saratoga Moderately Aggressive Balanced Allocation...	Diversified Portfolio	30	5.56%	—	Dec 2017	SLCVX vs SAMIX
SABIX	Saratoga Aggressive Balanced Allocation Portfolio	Diversified Portfolio	31	6.44%	—	Dec 2017	SLCVX vs SABIX

Often Compared With SLCVX

Investors most often compare SLCVX with SIBPX, VALAX, LUNAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SIBPX	Saratoga Investment Quality Bond Portfolio	Short-Term Bond	9	-1.06%	—	Sep 1994	SLCVX vs SIBPX
VALAX	Al Frank Fund	Large Cap Value Equities	93	21.69%	—	May 2006	SLCVX vs VALAX
LUNAX	Saratoga Conservative Balanced Allocation Portfoli...	Diversified Portfolio	31	3.20%	—	Dec 2017	SLCVX vs LUNAX
AVERX	Ave Maria Value Focused Fund	Large Cap Value Equities	28	18.65%	—	Jan 1984	SLCVX vs AVERX
ACIIX	American Century Equity Income Fund Class I	Large Cap Value Equities	74	10.75%	—	Jul 1998	SLCVX vs ACIIX
TILVX	TIAA-CREF Large-Cap Value Index Fund	Large Cap Value Equities	92	18.51%	—	Oct 2002	SLCVX vs TILVX
TWEIX	American Century Equity Income Fund	Large Cap Value Equities	73	10.55%	6.45B	Aug 1994	SLCVX vs TWEIX
UPDDX	Upright Growth & Income Fund	Large Cap Value Equities	—	—	—	Oct 2017	SLCVX vs UPDDX
THPGX	Thompson LargeCap Fund	Large Cap Value Equities	90	12.20%	—	Feb 1992	SLCVX vs THPGX
DQIRX	BNY Mellon Equity Income Fund	Large Cap Value Equities	88	14.30%	—	Jul 2006	SLCVX vs DQIRX
NEIMX	Neiman Large Cap Value Fund	Large Cap Value Equities	94	19.12%	—	Apr 2003	SLCVX vs NEIMX
SABTX	SA U.S. Value Fund	Large Cap Value Equities	95	18.90%	—	Aug 1999	SLCVX vs SABTX
YACKX	AMG Yacktman Fund	Large Cap Value Equities	88	15.26%	—	Jul 1992	SLCVX vs YACKX
CFJIX	Calvert US Large-Cap Value Responsible Index Fund	Large Cap Value Equities	90	21.78%	—	Jun 2015	SLCVX vs CFJIX
IDIVX	Integrity Dividend Harvest Fund	Large Cap Value Equities	95	17.31%	—	May 2012	SLCVX vs IDIVX
YAFFX	AMG Yacktman Focused Fund	Large Cap Value Equities	86	21.97%	—	May 1997	SLCVX vs YAFFX
NPRTX	Neuberger Berman Large Cap Value Fund	Large Cap Value Equities	94	19.69%	—	Jan 1975	SLCVX vs NPRTX
NQCRX	Nuveen Large Cap Value Fund	Large Cap Value Equities	92	18.78%	—	Dec 2006	SLCVX vs NQCRX
FSWCX	Fidelity SAI U.S. Value Index Fund	Large Cap Value Equities	94	15.99%	—	Dec 2017	SLCVX vs FSWCX
BRLVX	American Beacon Bridgeway Large Cap Value Fund	Large Cap Value Equities	94	18.88%	—	Oct 2003	SLCVX vs BRLVX

Compare SLCVX with Any Fund or Stock

Compare SLCVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair SLCVX with funds that move differently

Saratoga Large Capitalization Value Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SLCVX.

Explore SLCVX Diversifiers

Saratoga Large Capitalization Value Portfolio (SLCVX) Alternatives